Succession planning includes the evaluation of numerous business and personal factors. W&D’s professionals develop customized strategies to navigate an increasingly complex maze of alternatives.
Succession planning can include transferring your life’s work to family heirs, the handing down of a business to key employees, or the positioning of a company for sale. There are many considerations involved in finding the right succession plan for your situation.
We help you address issues such as restructuring the business, choice of entity, tax consequences, and retirement income projections. We are also sensitive to the many personal issues that affect any family business situation. Our goal is to structure a succession plan that meets the needs of all generations.
Our multidisciplinary team of professionals are knowledgeable and committed to helping implement a plan that will meet the needs of the company and the ownership, and also make sure that all the hard work of creating and growing a business is safeguarded.
W&D has in-depth experience in estate, gift and generation skipping tax planning including trust structure and administration. Learn More.
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IMPORTANT UPDATE - February, 2025On February 18, 2025, following a decision by the U.S. District Court for the Eastern District of Texas in Smith v. U.S. Department of Treasury, et…
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