Business Succession Planning & Family Trusts

Our business lawyers have vast experience in working co-operatively with families and their financial advisors to best determine your goals for your family business. It is important to our lawyers that we understand all of your desires for succession planning, including financial, family, and personal goals. We appreciate the difficulty in dealing with family dynamics when planning for the transition of a business to the next generation. We will work with you to carefully consider how best to transition your business, not only from a legal and tax standpoint, but also from a family perspective.

In structuring business transitions, we have dealt with many large and small business owners to successfully transition their business to the next generation in a tax effective way. This includes providing advice and developing the documentation for estate freezes, family trusts and any necessary will and estate planning to supplement your succession plan.

We consider it critical to work closely with our clients to fully understand their needs and desires and to make sure that we fulfill those requirements legally and assist in effective tax planning.