Business Succession Planning

Planning for the succession of closely-held or family-owned businesses presents special challenges. Our tax backgrounds enable us to focus on the intricacies of this intersection of estate planning, entity taxation and corporate/partnership/LLC law while remaining mindful of clients’ needs for overall governance and business maintenance.

We are conversant with all types of business entities at the state and federal levels, and are careful to coordinate with clients’ advisors in order to ensure compliance with relevant law and regulations.