Estate Planning for Private and Closely Held Businesses

When it comes to private and closely held businesses, comprehensive estate and succession planning is critical to achieving your personal and business goals. We provide counsel on alternatives for transferring ownership and control to the next generation, and in solving liquidity concerns associated with estate taxes. We work closely with members of our Transactional & Securities, Real Estate, and Taxation Practices to provide a coordinated approach to a wide range of matters, including business operations, income tax planning, estate tax planning, management succession planning, and ownership succession planning.