Business Succession Planning

Overview

Stradley Ronon has been representing our clients in all aspects of trusts, estates and personal planning since the inception of our firm. Our attorneys have extensive experience with sophisticated estate planning, tax planning, and business planning, as well as with significant estate and trust administrations, estate and trust litigation, charitable planned giving and premarital planning. Our clients are high-net-worth individuals, multigenerational families, owners of closely held businesses owners, entrepreneurs, executives and professionals. Through our international law firm affiliation with Meritas, we are able to represent our clients and their interests globally.

OUR Comprehensive Services
Our attorneys, working with others throughout the firm, regularly advise our clients on business succession issues, including:

  • choice of entity issues
  • formation and operation of business entities
  • planning for estate freezes and minimization of estate, gift and generation-skipping transfer taxes
  • planning for maintaining control
  • tax-free recapitalizations
  • planning for asset protection
  • preparing shareholders’ agreements
  • preparing buy-sell agreements
  • preparing employment agreements
  • preparing incentive programs for key employees
  • life insurance planning for owners and key employees
  • planning tax-efficient exit strategies
  • planning for intergenerational transfers and issues
  • equalizing nonparticipating family members
  • protecting and transferring intellectual property
  • addressing environmental issues

Our business succession practice is focused on maximizing the value of the business, transferring the maximum amount of wealth in the most tax-efficient manner, and addressing all the asset protection and family succession objectives of our clients.

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