Family Business Planning

Plan For Success

Family business planning serves to organize, maintain, and distribute assets among the members of your family. A successful business planning strategy gives your family the ability to preserve inheritance for future generations, continue to control its wealth, and minimize tax consequences. Our attorneys will work diligently to provide you with informed counsel about your options, tailored specifically to you and your family’s needs. Some of our strategies include: 

· Tax planning strategies: lower or eliminate tax consequences

· Business succession plans: Protect the future of your business

· Creating family investment: Maximize tax-efficiency and family benefits


"Nathan provides excellent legal counsel. He is a strategic thinker and is able to outline decision contingencies in a clear and concise manner... When I walk through his office door he sees me as a person and client instead of a dollar bill. Nathan possesses a brilliant mind mixed with a generous allowance of integrity."

—Debra B.

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