Business Succession Planning

Law Offices of Richard A. Sarner, LLC ● Stamford, Connecticut ● New York City ● Closely Held and Family Business Succession Planning

You have built your business from the ground up. You have invested a lifetime in it and want it to continue successfully into the future. Whether you intend to keep the business in the family or ensure a smooth transition if one of your partners leaves or passes away, an experienced business succession planning attorney can help prevent needless business dissolution. The Law Offices of Richard A. Sarner, LLC can work with you to create a seamless succession plan for your closely held business. In cases involving closely held businesses, disputes can arise involving ownership, intellectual property rights, the enforceability of contracts and other issues. Our estate planning lawyers review your business, exposure to liability and current estate plan. We propose strategies for protecting your company and pre-empting attempts on the part of others to lay claim to your business during probate.

Experienced Stamford Family Business Succession Planning Attorneys

At the Law Offices of Richard A. Sarner, LLC, we know that careful planning can ensure that your business flows to the people that you intend, with the least possible likelihood of conflict, loss of control, payment of taxes or unintended consequences. Many of the problems are easily controlled, such as making sure that life insurance beneficiaries are properly named and business formation documents outline succession. Through the careful use of buy-sell agreements, you can create contingency plans in case one of the principals is incapacitated, dies or simply wants out.

Business Succession and Wealth Preservation

Business succession planning is just part of our wealth preservation practice. We offer estate planning tailored to our client's needs. Although the Law Offices of Richard A. Sarner, LLC, is a small firm, we have access to substantial and cutting-edge resources as members of WealthCounsel, LLC and the Wealth Strategies Collaborative®. We practice in numerous estate planning areas, including asset protection planning, wealth transfer, insurance planning and more.

Our attorneys, Richard A. Sarner and Susan F. Rothwell, have over thirty-five years of combined experience in estate planning. The firm has attained the prestigious Martindale-Hubbell® AV rating* and is listed in the Martindale-Hubbell® Bar Register of Preeminent Lawyers^TM. In addition, Mr. Sarner has co-authored the books, "Giving: Philanthropy for Everyone," (Quantum Press, 2002) and "Love, Money, Control: Reinventing Estate Planning - Practical Answers from America's Foremost Estate Planning Advisors." (Quantum Press, 2004).

Contact New York City Closely Held Business Succession Planning Lawyers

If you are concerned about your business' succession plan, contact the Law Offices of Richard A. Sarner, LLC on our contact page or by phone at (203) 967-8899.

The Law Offices of Richard A. Sarner ● www.SarnerLaw.com

The Law Offices of Richard A. Sarner, LLC, proudly serves clients in Fairfield and Westchester counties—including the Connecticut communities of Stamford, Bridgeport, Fairfield, Norwalk, Danbury, New Haven, Westport, Wilton, Ridgefield, Greenwich, New Canaan and Darien, and the New York City boroughs of Manhattan, Brooklyn, Queens, and the Bronx and the Westchester County communities of White Plains, Bedford, Pound Ridge, Scarsdale and Nassau County and Suffolk County on Long Island

*CV, BV, and AV are registered certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards, and policies.

Martindale-Hubbell is the facilitator of a peer review rating process. Ratings reflect the confidential opinions of members of the Bar and the judiciary. Martindale-Hubbell ratings fall into two categories - legal ability and general ethical standards.