BUSINESS SUCCESSION PLANNING

It is our goal to help our clients to carefully create entities to provide seamless wealth transfer while limiting exposure, and the exposure of their assets, to creditors and other litigators. Many clients express a desire to keep assets in the family bloodline, rather than risk them being used to support an ex- son or daughter – in law, or be subject to a creditor claim of a family business vendor. With proper planning and allocation of assets, our clients can retain control of their assets, limited only to the extent to which their personal assets would be available to pay claims. Some clients have situations well-suited for business entity planning that provides asset protection, while others choose Asset Protection Trusts to protect specific property.