Analysis & Restructuring of Assets to Meet Client Objectives

A closely held business often makes up a disproportionately large percentage of the value of the business owner’s estate. While this may present challenges in the preparation of an estate plan for the business owner to minimize estate tax liabilities, our experience working with business owners allows us to formulate strategies that address legal, tax, asset protection and other considerations.

Effective analysis and restructuring of the client’s assets, both business and non-business, requires careful and strategic consideration of both business and estate planning objectives. These considerations include:

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