Our Practices

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Our representation includes working closely with business owners to create a clear business vision and to develop and then implement a strategy for succession planning, structuring and business control.

We employ a variety of tools in facilitating an orderly, tax advantaged succession plan, including, but not limited to:

  • Funded and unfunded buy/sell agreements 
  • Stockholders’ agreements 
  • Operating agreements 
  • Phantom ownership plans
  • Deferred compensation agreements 
  • Family limited liability companies
  • Family limited partnerships
  • Spousal Lifetime Access Trust (SLAT)
  • Grantor Retained Annuity Trusts (GRATs) 
  • Intentionally Defective Grantor Trusts (IDGTs) 
  • Completed Gift/Incomplete Gift Non-Grantor Trusts 
  • Various other trusts

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