For many business owners, succession is a major factor in estate planning. A business that has been built with great effort and discipline needs continuity of leadership to preserve a carefully crafted culture and relationships with clients while remaining competitive.
For others, the impacts of taxes can be a determining issue in continuing a business with transitions in ownership. Business trusts can offer owners and investors alternatives in resolving tax and succession issues.
Complete ownership of a private company or concentrated ownership of a public company, whether controlling or otherwise, can occasionally benefit from trust protection. Please Contact Us to discuss possible methods of accomplishing your objectives.