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Cummings & Lockwood lawyers have broad and extensive experience in devising succession planning strategies for owners of privately held businesses on the cusp of a generational change. Businesses served by this group include not only traditional operating businesses, but also family investment partnerships and even large family foundations. The Succession Planning Group:
- Develops tax-efficient strategies for transferring ownership and control through family generations;
- Plans for harmonious transitions of the business either during the owner’s lifetime or at death;
- Assists owners of operating businesses in the sale of the business, if appropriate, and/or the conversion of an operating business into an investment-oriented family office.
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