Estate Planning and Business Succession

The firm’s Estate Planning and Business Succession practice is unique in that our primary focus is on carefully understanding and promptly responding to clients’ needs and concerns. Our estate practice provides creative business, tax and estate planning for high-net-worth families, simple estate planning for families with small to mid-size estates and estate planning for non-traditional families. Our business succession practice helps clients prepare in advance for the sale of their business to a third party or family member, helping the client receive the highest profit and best tax consequences.
Allen & Vellone helps clients to achieve overall coordination and simplicity by working with their other advisors, including CPAs, financial advisors, insurance agents and family offices. The Estate Planning and Business Succession practice also hosts educational events and coordinates initiatives in family education, such as teaching young beneficiaries how to best handle trusts, home purchases, business start-ups and other financial issues.

Our estate practice provides expertise in all aspects of estate planning, including preparation of:

• Wills
• Trusts
• Powers of Attorney
• Health Care Documents
• Prenuptial Agreements

We also assist clients with related matters such as:

• Contracts
• Company Formation
• Entity Choice
• Buy-Sell Agreements
• Operating Agreements
• Business Disputes

Practice Areas Menu:
Please make a selection Commercial Litigation Employment Law Intellectual Property Law Business Transaction Law Securities Transaction Law Real Estate Law Estate Planning and Business Succession Probate Adminstration and Litigation __________________________

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