Sentences with phrase «including business succession»

Without an effective estate plan, including a business succession plan, the business may have to close or be liquidated to pay estate taxes.

MEG's primary areas of expertise include life insurance, life insurance settlements, insuring tough health issues, business insurance including business succession and key man life and disability insurance, as well as estate planning.

Representing over 80 of the nation's highest rated and most respected life and disability insurance companies, MEG's primary areas of expertise include term life insurance, universal life, disability income insurance, in - force policy review, insuring tough health issues, business insurance including business succession and key man life and disability insurance, as well as estate planning.

Our primary areas of expertise include term life insurance, universal life and equity indexed universal life, disability income insurance, in - force policy review, insuring tough health issues, business insurance including business succession and key man life and disability insurance, as well as estate planning.

He also counsels clients through corporate transactions such as the formation of companies and subsidiaries, mergers & acquisitions, and the sale and transfer of ownership interests, including business succession projects.

Not exact matches

An exit strategy is a person's planned exit from a business, including succession planning.

Mark works extensively with clients who have expanded internationally and has assisted on projects that include succession planning in multigenerational business operations.

The Board benefits from the valuable corporate governance and board leadership experience and expertise that Mr. Hernandez has acquired, including as chairman of Nordstrom, particularly in areas such as business strategy, risk assessment and succession planning.

Credit specialist George Shaw offers his suggestions for improving the relationship between lenders and borrowers, including an increased focus on customer concentration, higher - quality working capital, and for older business owners, the creation of a succession plan.

Estate planning includes developing strategies for estate taxes, incapacity, avoiding probate, wealth transfer, charitable giving, trusts, business succession, and special needs.

Mark's primary areas of expertise include: assisting clients with substantial private businesses manage the growth from a financial and strategic perspective advising high net worth clients on succession and estate planning issues helping clients achieve the optimal value for their business upon disposal on an after tax basis analysis of business performance assisting clients with debt raising issues structuring client's affairs for maximum tax benefits.

Family governance may include wealth management, next - generation involvement and business succession.

Topics include insurance, investments, taxation, business succession, pension, employee and retirement benefits, retirement funding, and other planning solutions.

Among the services DP&F can provide are assistance with sales and purchases of wineries and vineyards, debt / equity financing, grape sale / purchase agreements, alcohol beverage regulation, land use planning, environmental regulation, establishment of wine appellations, broker and distribution agreements and terminations, license transfers, labeling matters, litigation involving wine contamination (including cork taint), and business succession planning.

Your additional business planning needs include: business insurance and a business succession plan.

If family business succession planning is involved, the terms of the transition should be spelled out in the estate documents including any revocable or irrevocable trusts.

His practice touches on nearly all areas of estate planning, including advanced estate tax planning, business succession and estate administration.

His transactional practice includes mergers, acquisitions and dispositions of businesses, debt and equity financings, angel investments, private equity sponsored transactions, management buyouts, succession planning arrangements and corporate reorganizations.

Tax Strategy and Benefits We focus on succession planning for business owners, estate planning, charitable giving, and estate and trust administration, including designing personal estate plans and business succession plans for business owners, and designing trusts and administering estates for US and non-US families.

He represents individuals and businesses in a variety of areas, including business and real estate transactions, business succession planning, regulatory matters and commercial litigation.

Taking the time to understand you, your business and your aims, Claire will provide straightforward advice on areas including business structure and start - up, financing for businesses, commercial trading arrangements and contracts, and preparing for sale or succession planning through to disposal.

Achievements include leading the growth of the business by over 100 % and contributing to its national recognition as one of the Sunday Times Best 100 Companies to work for, nine times in succession.

The firm has a strong focus on representing charities and not - for - profits as well as ongoing tax planning and litigation, as well as estates and trusts work, including succession planning, for individuals and family owned businesses.

This Legal Week Intelligence report, in association with RBC, offers an overview of the Lake Como event, covering subjects including the drive for financial transparency, the realities of family bereavement, succession planning considerations for family businesses, and the developing role of private client advisers.

Christopher B. Johnson concentrates his practice on the areas of non-profit organizations, estate planning and probate, including trusts and wills, trust administration, probate litigation, business succession and elder law.

Client management — management of client relations including complaints, avoiding conflicts of interest and communications with clients to ensure effective, timely and courteous delivery of services, business continuity and succession planning;

In the Federal jurisdiction, when a business is sold, leased, transferred, or merged with another business or part of it, or otherwise disposed of succession rights exist under Part 1 of the Canada Labour Code for federal organizations outside the Public Service including the movement of Public Service functions to any public or private sector employer operating under the jurisdiction of the Code.

Private Client lawyers engage in sophisticated personal estate and tax planning, probate and trust administration, business succession planning and related legal services for family and individual clients, including:

Jacqueline Messler's practice includes estate planning, business succession planning, marital property agreements, guardianships, probate, and trust administration.

Ms. Keane's experience with closely - held businesses includes limited liability company and S corporation agreement negotiation and drafting, succession planning, federal income and estate tax matters, ISO and nonqualified stock option plan analysis and drafting, and Section 409A deferred compensation analysis.

Our tax attorneys regularly advise clients on tax matters affecting business entities, including formation and capitalization, operations, governance, succession planning, recapitalizations and restructurings, debt financing, and liquidations and dissolutions.

Tom specialises in advising business owners and their families on a wide range of complex succession issues including Will drafting and Estate planning, the formation of Trusts, administration of Estates and Powers of Attorney.

Advising business owners on maximising the availability of entrepreneurs» relief for capital gains tax and business property relief for inheritance tax; dovetailing the personal and business succession planning including advising on business protection strategies often involving the use of life assurance and trusts.

Since its inception, Pollock Begg has dedicated its practice to family law, including divorce, custody, support, property division, protection from abuse, adoption, juvenile matters, estate planning, and business succession.

Our experience encompasses the full range of issues, including tax planning and controversies, corporate and business law, mergers and acquisitions, estate planning, trusts and estates administration, business succession planning, charitable giving and fiduciary litigation.

We can handle all facets of your business's legal needs, including business transactions, real estate transactions and contracts, and estate planning and business succession.

Succession Planning for businesses including corporate reorganizations, shareholder agreements, use of life insurance, variable share structures, and tax advantageous dispositions;

Our programs for business owners minimize tax, mitigate risks, include innovative succession plans and ultimately help you keep more of your hard - earned money.

But Nixon Peabody's initiative also focuses on retention and leadership development by including business opportunities, succession planning and community involvement in the initiative.

His advice covers such matters as management succession, partner appraisal and remuneration, peer reviews, firm strategy and its implementation including business planning and the positioning of law firms in their market.

Corporate / commercial / employment law: Experience includes advising business owners on mergers and acquisitions, corporate finance and banking security, shareholder agreements and disputes, tax reorganizations, estate freezes, family trusts, wills and estate planning, succession planning and implementation, contractual matters and disputes.

Frasca focuses his practice on sophisticated estate and business succession planning for high net - worth individuals and families, with an emphasis on tax - efficient planning and philanthropic giving, and on assisting tax - exempt organizations, including with respect to nonprofit formation, governance, and various tax - related issues.

The program covers the topics that are integral to effective leadership including law firm economics, culture change, strategic planning, succession, business practices, rainmaking, and navigating the internal politics inherent to the managing partner role.

Representative Business Succession Planning Experience: Our attorneys have created succession plans for a wide range of business sectors inBusiness Succession Planning Experience: Our attorneys have created succession plans for a wide range of business sectors Succession Planning Experience: Our attorneys have created succession plans for a wide range of business sectors succession plans for a wide range of business sectors inbusiness sectors including:

Business succession planning addresses all potential contingencies that may affect a business or business owner including retirBusiness succession planning addresses all potential contingencies that may affect a business or business owner including retirbusiness or business owner including retirbusiness owner including retirement,..

Generally, this includes advice on the use of trusts and other estate planning vehicles, business succession or stock option planning.

Primary areas of expertise include term life insurance, universal life insurance, in - force policy review, insuring tough health risk, business life insurance including key man insurance, business succession planning, disability income insurance and estate planning.

Some ideal uses for lifetime term include estate tax planning and business succession planning.

Representing over 80 of the most respected life and disability insurance companies, our primary areas of expertise include term life insurance, universal life and equity indexed universal life, disability income insurance, in - force policy review, key man life, business succession planning, insuring tough health issues and estate planning.

If your career ambitions include reaching senior management, VP, or C - suite levels then at some point you will need to change to a full - time position to get the necessary experience Our results show that 29 percent of employers have a formal succession plan for their IT staff, showing that many employers are looking for candidates that not only can deliver on the initial project, but support the business» long - term growth plans.