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263 Tresser Blvd, 14th Floor, Stamford, Connecticut 06901
Call for a Consultation 833-332-8670 833-332-8670


Stamford Business Succession Planning Lawyer

Closely Held and Family Business Succession Planning Law Firm
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.

Richard A. Sarner, Esq., 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 by others to lay claim to your business during probate.

Family Business Succession Planning

At the Richard A. Sarner, Esq. 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 Richard A. Sarner, Esq., is a small firm, we have access to substantial and cutting-edge resources as members of WealthCounsel, Esq and the Wealth Strategies Collaborative®. We practice in numerous estate planning areas, including asset protection planning, wealth transfer, insurance planning and more.

Attorney Richard A. Sarner has more than 25 years of 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™. 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 a New York City Closely Held Business Succession Planning Lawyer

If you are concerned about your business’ succession plan, contact the Richard A. Sarner, Esq. on our contact page or by phone at 203-967-8899.

Richard A. Sarner, Esq. ● www.SarnerLaw.com