Overview

Our nationally prominent business succession lawyers have vast experience advising entrepreneurial closely held and family businesses on succession planning. We assist our clients with practical advice in implementing their goals, which may include survival of the business through multiple generations of ownership and management or tax effectively maintaining and creating liquidity.

We are nationally known in the areas of estate planning, trusts and estates, federal income taxation, ESOPs, ERISA and non-qualified deferred compensation, particularly as it relates to middle market entrepreneurial clients. Our expertise is particularly extensive where family businesses are involved. The myriad of related party rules embedded in the Internal Revenue Code make it imperative that family businesses not only use lawyers who are skilled in this area but who also have experience in multiple disciplines. Several of our lawyers have extensive experience in the accounting profession.

Our lawyers are nationally published. They wrote the chapter on Section 83 for the LexisNexis online tax library, authored two legal treatises on tax and financial planning for the closely held family business, and they have written numerous feature articles in major publications on related matters. Furthermore, they frequently speak to professional organizations both locally and nationally.

 

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