Business Succession Planning

We know a family business isn’t just a business – it’s a family’s livelihood and legacy.

We advise owners of closely held businesses, including C corporations, S corporations, general and limited partnerships, and limited liability companies about the law as it relates to management succession, lifetime transfers of interests, and use of discount valuations for gift tax purposes. Recent illustrative experience includes:

For more information about this and other business and individual services, explore the related pages.

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