Family Business and Succession Planning
It is not uncommon for a client’s portfolio of assets to include a business. In addition to coordinating the business with the client’s estate planning, they may need assistance with the business itself. This may include all types of businesses, such as a company to manage real estate or a retail business, as well as the establishment of a non-profit entity.
Our family business and succession planning services include, but are not limited to, the following:
- Formation and operation of corporations, limited partnerships, and limited liability companies
- Assisting clients in developing a plan to pass a family business on to children or family members
- Restrictive Stock and Buy-Sell Agreements
- Formation and operation of non-profit corporations and applying for federal tax exemptions