Business Planning And Counsel: Building A Lasting Business Legacy In New York
At Wheatley Pritchard & Associates PLLC, we don’t just help individuals and families plan for what comes next; we also work with business owners to integrate their succession plans into their overall estate strategy.
Our lead attorney, Maureen Pritchard, brings 14 years of in-depth knowledge and experience to this area. We believe all business owners deserve the quality counsel our business planning attorneys provide for comprehensive estate planning that includes their business interests.
Whether you’re in the early stages of your business or approaching retirement, we’re here to help you plan for your company’s future as part of your broader estate plan.
Planning For Your Business’s Future As Part Of Your Estate
As a business owner, it’s crucial to consider how your company fits into your long-term estate planning goals. We’re here to help you think ahead and align your business with your overall estate strategy. We take the time to understand your business and personal objectives. Our services include:
- Developing strategies for transferring business ownership upon retirement or incapacitation
- Integrating your business succession plan into your overall estate plan
- Addressing tax implications of business transfers
- Creating buy-sell agreements for transferring ownership
- Structuring trusts to manage business assets
- Developing contingency plans for unexpected events
- Coordinating your business succession plan with other estate aspects, such as wealth transfer to heirs
Our business planning attorneys aim to be a trusted resource as your company grows. We make sure your business strategies consistently align with your overall estate planning goals.
Comprehensive Business Succession Planning
As your business evolves, we can advise you on:
- Reducing personal and business liability
- Financial and tax planning as part of your estate strategy
- Creating and reviewing long-term business succession plans
We offer a trusted partnership that stays current on your business and provides ongoing legal services to ensure it aligns with your estate planning goals.
Our Business Planning Attorneys Offer Thoughtful Counsel On Succession Planning
After working with us at Wheatley Pritchard & Associates PLLC, our clients often say we’ve done more than just prepare documents. We help clients consider what’s important to them and how to best protect their business and family as part of their comprehensive estate plan. We facilitate the work needed to achieve these goals.
To learn how our business planning lawyers can help integrate your business planning into your estate strategy, schedule a free initial consultation. Our office is located near Court Square in Long Island City, and we serve clients throughout New York City’s five boroughs and surrounding counties. Complete our online form or call 347-815-1219 to set up a meeting.