Hellmuth & Johnson’s Business Succession & Estate Planning Practice Group serves the unique and special needs of our clients in creating individualized business succession and estate plans that provide for the effective control, maintenance and disposition of their business and other assets, during life and after death.  Specifically, we service all aspects of our client’s business succession and personal life/estate planning needs, such as:

• Business succession planning and owner control arrangements
• Asset preservation and protection plans
• Retirement, long-term care, disability and healthcare planning
• Personal estate and gift planning, and estate and trust administration
• Estate, gift and fiduciary tax return services

We regularly represent the owners of businesses, both large and small, in their business succession and estate planning needs.  Our practice is not, however, limited to businesses.  We also represent individuals in all of their personal and tax planning needs, during life and after death.

Our Business Succession & Estate Planning team is dedicated to the design of individualized strategies that achieve each client’s specific objectives, while exceeding their expectations throughout the process.  The combination of our passion for excellence, and the inherent flexibility and efficiency of our expanding practice, makes us a contemporary alternative to the traditional “downtown” law firm model. 

What does this mean for our clients?  The highest quality legal services delivered in a responsive, flexible and cost-effective manner by experienced professionals who understand your needs.

We realize that our business owner clients may have spent a lifetime building their legacy, and we know the fact that a well-designed and implemented plan greatly enhances the chances of successfully moving a business from one generation to the next.  We also appreciate the uniqueness of every business, and the need to bring our extensive experience to each and every aspect of your plan. With this understanding, we listen to our clients, we help them establish their objectives, and we guide them through the process of complete implementation of their plan.

Similarly, we counsel individual clients through every distinct life-stage they encounter.  This includes the development of lifetime strategies to deal with such matters as college funding for children and asset preservation, and continues on to retirement and estate/tax planning and administration.  Our experienced team members never lose sight of your objectives.