Business Protection Planning

Business Protection Planning is designed for the owners and families of privately-owned businesses.

This planning process assists families tackle the important issues surrounding the operation, governance and succession of their business, with a sensitivity towards the interpersonal dynamics of the family involved. The firm has substantial knowledge and experience in sophisticated business planning issues and techniques, Including:

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• Irrevocable life insurance trusts and business life insurance planning.

• Lifetime family asset transfers and management arrangements.

• Asset protection planning for individuals with significant liability exposure.

• Valuation and discount planning strategies, including family partnerships,
  limited liability companies, dual equity corporations, and split interest trusts.

• Current and deferred charitable giving, including charitable trusts and
  private foundations

• Buy/sell agreements, compensation and management succession planning.

• Probate and trust administration representation.

• Gift and estate taxation.

• Design and implementation of non-qualified benefit solutions.

• Equity participation in corporations, including stock options, stock purchase
  plans, stock bonus plans and employee stock ownership plans.

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