
Many of our clients have told us that we provide greater value to them in their tax matters because our lawyers understand their perceptions of and concerns for their businesses, finances and families. As a result of our connection with our clients' concerns and goals, we often counsel our clients on business planning and succession planning issues which are not necessarily driven by tax considerations.
Very often our clients have worked years to build their businesses and want that success to continue, even after they are gone. We therefore work closely with our clients to develop a plan which will minimize estate tax on their death while at the same time, pass the business on to the next generation. We achieve these goals through various techniques, whether through lifetime gifting or restructuring or by providing the framework for implementation upon death.