Succession Planning, ESOP’S, LLC’s

Many of our clients are business owners and founders seeking to prepare to sell their businesses.

These are areas in which we have experience, and once the company founders have sold or converted their businesses to an ESOP, LLP or other vehicle, they frequently seek advice on a complete future plan, perhaps adding Charitable gifts, Foundations, Donor Advised Funds, and Charitable Trusts.

Susan Preston has experience in these transitions, formation of Tax Advantaged 501 (c )(3) entities and ongoing legal representation of Private Foundations.

While most of our clients are from Morris County, Somerset County, and Bergen County, New Jersey, we are glad to serve any New Jersey clients.