Business Succession Planning

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Cavitch’s lawyers often represent individuals and families engaged in the ownership and operation of a wide variety of businesses. Those businesses are conducted in many different forms of entity, including, partnerships, corporations (both C and S corporations), and limited liability companies. Frequently, that representation involves assisting the clients with respect to a smooth transition of ownership from the older to the younger generation. The firm’s lawyers can help with the planning and implementation of a plan to move ownership of the business in ways that can involve one or more of a redemption, reorganization, sale or gifting of ownership interests. Because of their many years of representing closely-held business owners, the firm’s lawyers have a particular and creative expertise in the area of corporate succession planning.

Wills and Trusts
For more than half a century, our firm’s estate planning lawyers have developed a special talent for sophisticated estate tax planning and designing highly customized and complex will and trust arrangements. Read more about wills and trusts.
Asset Protection Planning
Cavitch lawyers work as a team to structure an estate plan that suits the particular situation of each client to protect his or her assets from claims of future creditors. Read more about asset protection planning. 
Probate and Trust Administration
Our estate and trust lawyers can also provide planning advice on gifting issues, the preparation of federal gift tax returns and the audit of gift tax returns. Read more about probate and trust administration.