Succession Planning & Wealth Transfer

Ohio Tax Lawyers: Succession Planning

Lack of proper business succession planning can leave family-owned and privately held businesses vulnerable to high taxes and ownership disputes when the entrepreneur-owner of the firm retires or dies. We understand the unique issues entrepreneurs and their families face. Don't let the business or assets you worked a lifetime to build up disintegrate due to lack of proper planning. You can avoid potential problems in the future by contacting an attorney at The Robison Law Firm today.

Like estate and gift tax planning, succession planning and wealth transfer are strategies that allow you to control what happens to your assets. If you want the family business to stay in the family, we can plan for an orderly succession. If you want to sell the business or extract your equity, we can help you.

One goal of succession planning and wealth transfer is to make sure a privately held or family-owned business remains viable. Our firm will develop a plan to ensure the long-term survival of the business, and to safeguard its value for your beneficiaries.

At The Robison Law Firm, we listen to your goals, then work to implement the most tax-efficient strategy to meet those goals.

Our experienced succession planning attorneys can assist with:

• Buy-sell agreements
• S-corporation planning
• C Corporation planning
• Partnership planning
• Business valuation issues
• Business succession strategies
• Exit strategies
• Transfer of business stock
• Transfer of business assets

As with all of our services, The Robison Law Firm will work alongside our professional partners and represent their clients in succession planning and wealth transfer matters, which may fall outside our professional partners' expertise. To learn more about business succession planning, please contact us today. From offices in Cincinnati, we represent clients throughout Ohio.