Estate Planning

With private and closely held companies, thoughtful, creative estate planning is required to achieve the client's objectives. As an owner of a privately held businesses or family-owned business, you require unique solutions that comply with the special valuation rules of Chapter 14 of the Internal Revenue Code. We will counsel you on the alternatives for transferring ownership and control to the next generation and offer alternatives to solve liquidity concerns associated with estate taxes.  As the tax laws affecting closely held businesses change, we continually develop new techniques for the smooth transfer of management and ownership while securing the control of your financial future.

Whatever your estate objectives, we can design a plan to achieve them.