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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:

  • 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.

We strive to work with you to resolve your legal issues in an economical, yet thorough manner to get the results you want.

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