Jordan Ramis pc. Attorneys at law
Succession Planning

Succession Planning

Practice Areas

Looking ahead to when it is time to step down or out of the business, we can help with a plan and exit strategies to ensure your continued success, as well as the success of the business you built.  You have many options to transfer ownership.  Knowing the benefits and draw backs of each will help result in a successful business succession. We can educate you about options, help in the decision-making process, and prepare all the documentation to achieve your plan.
Services include:
  • Structuring documents to achieve business transition goals and protect assets
  • Development of shareholder agreements
  • Family partnerships and limited liability companies
  • Business reorganization and recapitalization planning
  • State and federal individual, fiduciary, and inheritance tax returns
  • Representation of corporate and individual fiduciaries and will and trust beneficiaries in probate litigation and other contested matters