Personal & Business Wealth Preservation
Estate Planning and Administration
The firm serves individuals with estates
of all sizes, being particularly sensitive to the special planning
needs of the principals of the closely-held businesses that
we represent. The shared goal with our clients is to create
and preserve value with minimal tax cost.
Business Succession Planning
While estate planning may avoid or minimize tax consequences,
it will not necessarily secure the continuity of a business
after the death of an owner or key principal. Accordingly,
we work with our clients to implement techniques to ensure
that control of a company is passed along to appropriate parties.
Since many of the closely-held businesses that we represent
are family owned, the succession planning includes special
attention in relation to the family business operation, the
family and the business owners.
Click here to view "Financial Planning for Your Business."
Attorneys to contact:
Henry J. Donner
William A. Denmark
Joel S. Luber
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