Services: Succession Planning

Developing and implementing a well-designed business succession plan is essential to the survival of a business from one generation to the next.

With our expertise and creativity we will provide you with unique strategies for your business succession plan.

Some of the options we will discuss include:

  • Defective trusts
  • Defective installment sales
  • Living trusts
  • QPRT trust
  • QDOT trust
  • QTIP trust

It's complicated, but our trust and estate tax experts are here to help. Let us lead you through the process to a creative and effective succession plan.

Contact us to find out more about how we can help.

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