Business Succession Planning

Our Estate Planning department is one of the largest and most respected in the region. We advise and prepare plans for business owners, physicians and other professionals on matters relating to trusts and wills, as well as to succession planning, the use of stock transfer restrictions, voting trusts, deferred compensation agreements and shareholder agreements.

Representative Matters:

• Our firm has represented a family-owned local contract manufacturing business, transferring ownership, decision making and control to the second generation.
• For numerous family-owned businesses, we have assisted the owners in developing and implementing a succession plan.
• Our firm has represented the surviving shareholder in the redemption and purchase of a family owned multi-franchise business.