Practices

Tax & Estates

Closely Held Businesses

We often are called upon to help business owners plan for the eventual transfer of the business to family members, employees, or third parties. For some business owners, succession planning can be a difficult process.  

Fortunately, our attorneys have worked with companies to develop appropriate strategies (e.g., outright sale of the business, recapitalization, gift programs, Employee Stock Ownership Plans, and shareholder agreements). We help clients make objective decisions to ensure a smooth transfer while considering tax implications and the impact on estate plans.  

Tax & Estates Attorney Listing