Trusts & Estates

Closely held and family-owned businesses must address the future of the businesses after their founders' retirement or death. Proper succession planning is imperative to ensure the transfer of the business. Our Trusts and Estates specialists understand the legal, financial and personal complexities to this important matter.

We work closely with executives and business owners to identify successors to own and manage the business or to plan for its disposition. We then develop a plan and prepare documents, including wills, trusts and related agreements, to clearly define the owner's wishes so that they can be implemented after the owner's death without subjecting family or the business to an unknown, ill-prepared and/or acrimonious state of affairs.