Business Succession Planning Lawyers

Succession Planning

At the law firm of Cooper Levenson, our attorneys take a holistic approach to wealth preservation for our clients, which often includes transferring business assets from one generation to the next. We help provide a tax-efficient way for our clients to leave their businesses to their children, grandchildren or other parties without giving those parties immediate discretionary control.

Our law firm frequently assists family-owned businesses of all kinds. From limo companies to vendors that provide products and services to large casinos, our clientele spans the spectrum. In every case, however, our clients have the same goal: to strategically transfer their businesses to individuals of their choosing in an efficient manner.

We Have The Breadth Of Knowledge That Clients Require

The attorneys in our business law and estate planning departments have detailed knowledge of the law in New Jersey and beyond, including advanced degrees in the field of taxation. They also have extensive practical experience in and sensitivity to the complex family-owned and privately-owned business dynamics that are often a significant part of business succession planning.

We assist clients with:

  • Developing individualized business exit strategies
  • Negotiating structured buyouts
  • Creating family limited partnerships
  • Mitigating tax ramifications
  • Addressing potential management and insurance matters

Practice Area Attorneys

Salad, Robert E. - Practice Group Chair
Browndorf, Eric A. - Partner
Ojserkis, Jill T. - Partner
Schwartz, Mark G. - Partner
Wagenheim, Ronald A. - Partner
Southern, Joseph V. - Of Counsel
Fu, Peter Y. - Associate
Korth, Arthur - Associate
Salad, Michael L. - Associate