Family Business Succession Planning

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The backbone of the American economy is the family-owned business. Among the many challenges family business owners face is how best to transition ownership of the business to the next generation of the family and beyond. Our Trusts & Estates Group has considerable experience in successfully moving family businesses to multiple generations.

A sampling of the family business succession planning tasks we routinely handle is listed below:

  • Identifying and analyzing all of the significant family, financial, tax, and legal aspects involved in the consideration of how to structure the transition of the family's business to multiple generations
  • Meeting with family members, both individually and collectively, to work through the myriad issues that must be addressed to achieve a successful transition, both in the near term and in the long term
  • Helping the family on an ongoing basis to modify the succession plan, as needed, to deal with ever-changing family and business circumstances and tax and other laws
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