Exit Planning for Business Owners & Business Succession Planning

Our firm works with business owners on exit planning and focuses on the business owner’s needs as well as the needs of the business for sustainability.

We carefully discern what the business owner is trying to accomplish and work as a team alongside the business owner’s other advisors to develop proper entity/tax structures for the business owner to exit their businesses with tax efficiency. We counsel business owners on how best to prepare their businesses to achieve enhanced value and a successful transfer. We examine alternatives for business owners to pass on their businesses whether by sale/merger with a third party, by transfer to key employees, or by sale/gift to family members.

Areas of  Practice

We provide comprehensive estate and tax planning legal services to our clients.
Learn more about our Areas of Practice below.

Wills & Trusts

We prepare lifetime trusts and wills for clients after thorough discussions and analysis of their individual circumstances and goals, using our knowledge, skills and expertise.

Successions & Probate

We work with the executors of our clients’ estates in collecting and valuing assets, selling, dividing and distributing property of the net estate to the heirs or legatees.

Tax & Wealth Conservation Planning for Individuals

We offer clients sophisticated and cost-effective techniques and strategies for the protection of their assets, enabling them to better manage risks against lawsuits and to mitigate liability.

Tax & Business Planning for Closely-Held Businesses

We are experienced in analyzing the intricacies of tax issues encountered by “C” and “S” corporations, real estate, various general and limited partnerships, limited liability companies and other organizations.

Charitable Planning

We advise our clients who are interested in making charitable donations about how best to benefit both the charity and their families by minimizing income, gift and estate taxes.