Wealth Succession Planning For Your Business
Your estate is defined by the years of hard work and vision you have invested. At Dinn, Hochman & Potter, LLC, we seek to provide peace of mind that this estate will be protected when you are gone.
Our team provides guidance in wealth succession planning, working to ensure that your life’s work, wealth and legacy are passed along seamlessly to the next generation. We provide practical estate planning for all situations, even the most sophisticated and complicated estates.
Protecting Your Life’s Work
An estate plan must be tailored to your specific estate, goals and family dynamics. There are many types of trusts, partnerships and other vehicles to be combined to exactly meet your needs.
- Family limited partnerships
- Grantor and effective grantor trusts
- Private trusts
- Limited liability corporations
Our lawyers find the right set of vehicles, individualized to you and your estate. Our plans will work to minimize gift and estate tax penalties and reduce income and transfer taxes. We will create the appropriate agreements and plans to provide continuity in business operations.
Our experience in estate planning allows us to service high net worth individuals and those with complex business interests.
Our team will revisit the plan over the years to ensure that it is up-to-date with changes and adjustments to tax laws and policy. We will also evaluate the documents and vehicles in place to show that they reflect changes in your personal life and family, including divorce.