Passing Down The Family Business

At Cushing & Dolan, P.C., we have been providing our clients with valuable counsel and representation regarding business succession planning for more than 25 years. Our Boston business succession attorneys have a thorough understanding of business law, estate planning, taxation, real estate, and probate law. We offer wealth-transfer solutions that are individually tailored and perfected for each client’s unique and personalized needs.

From our seven Massachusetts office locations (Boston, Waltham, Westborough, Braintree, and Woburn), we serve individuals, families and businesses throughout Massachusetts, New Hampshire, Florida, Pennsylvania, Arizona and New York.

The attorneys of Cushing & Dolan, P.C., can help you with:

  • Choosing the right successor
  • Valuing the business
  • Designing the right instrument(s) for the transfer
  • Maximizing tax benefits
  • Implementing the succession plan

Estate planning is complex in its own right, but add the difficulties involved with business succession, the different will and trust instruments for passing on your business interests, and the new gift tax exclusions, and the situation can be almost impossible to navigate for anyone but the most experienced estate planning lawyers. We can guide you through the waters of estate planning and business succession.

We Help You Avoid Probate Issues

Another common issue for business owners is the fact that a large portion of their assets are tied up in the business, which can lead to burdensome tax liabilities and probate problems in the administration of a decedent’s estate. Our attorneys have the knowledge and experience to help you build a comprehensive estate plan that allows you to realize your goals with the minimum tax and probate consequences for you and your loved ones.

Are You Ready To Plan For Your Family Business?

Talk with one of our experienced Boston estate planning attorneys to discuss your options for maximizing your business succession goals. Call 888-759-5109 or contact us online for a free consultation with a lawyer from Cushing & Dolan, P.C.