Our Business Succession and Estate Planning Team assists private individuals and business owners to identify and implement the right succession plan for their personal and business situation. We regularly counsel owners of privately owned businesses in all facets of business succession planning. The mantra of this Team is to assist business owners prepare for a smooth transition of ownership, with the goals of maintaining relationships with family and essential non-family employees and minimizing income and estate taxes.
Our key competencies include:
- Drafting and reviewing of wills (both simple and complicated) including structuring the sale or gifting of business assets;
- Creation of Testamentary Trusts;
- Applications for probate and letters of administration;
- Preparation of vesting assents and winding up of estates;