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We often need to create and structure business entities in order to fulfill our clients’ complex and sophisticated goals. We plan and organize interrelated trusts, exempt organizations and other business units, such as corporations, limited liability companies, and various types of partnerships. We advise on the sale, acquisition, and exchange of assets for succession planning by minimizing tax and expense stresses for successors. Our clients’ family and business needs are often intertwined and we help plan for both.
Please contact us with any specific questions or for more information.