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Business Succession Planning

Stamford Business Succession Planning Lawyer

Closely Held and Family Business Succession Planning Lawyer Serving Connecticut and New York

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.

I am Richard A. Sarner of Zeldes, Needle & Cooper, P.C., and I 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. I review your business, exposure to liability and current estate plan. I propose strategies for protecting your company and pre-empting attempts by others to lay claim to your business during probate.

Family Business Succession Planning

I 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 my wealth preservation practice. I offer estate planning tailored to my client’s needs. I also have access to substantial and cutting-edge resources as a member of WealthCounsel, Esq and the Wealth Strategies Collaborative®. I practice in numerous estate planning areas, including asset protection planning, wealth transfer, insurance planning and more.

With have more than 25 years of experience in estate planning, I have attained the prestigious Martindale-Hubbell® AV rating* and am listed in the Martindale-Hubbell® Bar Register of Preeminent Lawyers™. In addition, I have 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 a New York City Closely Held Business Succession Planning Lawyer

If you are concerned about your business’ succession plan, contact me, Richard A. Sarner, on the contact page or by phone at 833-332-8670.

 Richard A. Sarner ● Business Succession Planning

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Office Locations
  • Stamford Office
    One Canterbury Green
    201 Broad Street, Suite 620
    Stamford, Connecticut 06901
    Phone: 203-332-5761
    Fax: 203-547-6800
  • New York Office
    One Grand Central Place
    60 East 42nd Street, Suite 4600
    New York, New York 10022
    Phone: 833-332-8670
    Fax: 203-547-6800
  • Bridgeport Office
    1000 Lafayette Boulevard
    7th Floor
    Bridgeport, Connecticut 06604
    Phone: 203-333-9441
    Fax: 203-333-1489
Martindale-Hubbell® - AV Preeminent