Closely Held & Family-Owned Businesses

Our team understands the unique business and personal issues facing entrepreneurs, non-related partners, and multi-generational family businesses. We advise family businesses on succession planning and also assist individuals and families of significant wealth in the creation and implementation of sophisticated personal wealth transfers.
 
Our attorneys are well versed in the formation of family limited partnerships, corporations, limited liability companies, private foundations, and other entities relating to the ownership and transfer of family wealth, as well as asset protection.
 
We prepare revocable and irrevocable living trusts, charitable interest trusts, life insurance trusts and trusts for minors, premarital and post-marital property agreements and durable powers of attorney for health care as well as property management. We also have extensive experience with the formation, management and compliance of non-profit entities, including private foundations, operating foundations and public charities.
 
We help clients with all legal needs of closely held and family-owned businesses, including:

• Operational concerns
• Succession planning and exit strategies
• Tax planning (gift and estate taxes, generation-skipping transfer taxes, avoiding excess taxation)
• Executive Compensation
• Deferred Compensation Plans
• Dispute resolution