Creative plans for the transfer and succession of the family business or farm. Our main purpose is to understand the nature of the business and the client’s objectives so we can develop an integrated business, tax, and estate plan that will achieve those objectives. We counsel clients in the drafting of buy-sell agreements, drafting insurance agreements, drafting promissory notes and structuring installment sales, creating family limited liability companies, and work to structure the business in a way to minimize the owner’s estate taxes. Our goal is to make sure the business continues to thrive long after the client has left the helm.
