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OVERVIEW

Preserving your business legacy

Changes of ownership are a challenge for any business, but doubly so for closely held businesses. Many family-owned businesses do not survive transitions between family members. That is often because of poor planning and assessments of future generations’ interest in maintaining the business. And it is incredibly hard for business owners to review all of their business and personal matters objectively when they are juggling their business goals and personal relationships while planning for the future.

Dunlap Bennett & Ludwig’s wealth management lawyers help private, manager-owned, and family-owned businesses create their business and personal succession plans. Our goal is to help you preserve your business’s value and create greater predictability for the generations to come.

Our experience with business and personal succession planning

Dunlap Bennett & Ludwig’s wealth management lawyers have extensive experience in succession plans for businesses and business owners. Our lawyers have helped companies transition their business between family members and through reorganizations. We have counseled businesses regarding tax compliance, compensation strategies, employee stock ownership plans (ESOPs) and other equity-based compensation, and mergers and acquisitions. We also assist business owners protect their personal assets through advice on best corporate housekeeping practices.

Our law firm has also worked on every aspect of personal succession planning for business owners, including trusts, annuities, and gifting arrangements. We have also helped business owners conduct valuations, draft and negotiate buy-sell agreements, plan exit strategies, and plan for the disposition of stocks and other business assets.

What we do

  • Help private, manager-owned, and family-owned businesses and individual persons assess and create their business succession plan
  • Recommend legal structures to address tax and business transfer issues
  • Coordinate trust and estate planning documentation with business succession plans
  • Provide advice in connection with business succession planning regarding tax law, cash and equity-based compensation strategies, ESOPS, and mergers and acquisitions

OUR TEAM

Partner

Justin Banford

Partner

Wright Lewis

Partner

Roy Morris

Partner

Team

Christopher M. Arakaky

Associate

Scott Cipinko

Of Counsel

Craig Donais

Of Counsel

Chadwick D. Rogers

Of Counsel

Tracy Pearson

Senior Associate

Carolyn Williams

Senior Associate

CONTACT US TODAY

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Intern Program

As part of our effort to recruit, develop and retail the best and brightest attorneys, Dunlap Bennett & Ludwig offers a summer intern program for promising law school students who are looking to work as part of an innovative and incredibly successful team. With a global team of lawyers, selected candidates are able to work on high level projects in a collaborative space.

Paralegals and Legal Support Staff

At Dunlap Bennett & Ludwig, our team of paralegals and staff work together collaboratively along side our attorneys toward a common goal. We have created a positive work environment where our paralegals and legal assistants work to successfully reach firm-wide goals and support each other to combine individual strengths to enhance team performance. They regularly assist our attorneys with organizing and maintaining files, conducting legal research, and preparing documents.