Three Logan Square
1717 Arch Street, 5th Floor Philadelphia, PA 19103
215.568.2000 | Fax: 215.568.0140
www.Kleinbard.com
Three Logan Square
1717 Arch Street, 5th Floor Philadelphia, PA 19103
215.568.2000
Business and Finance
Our Business and Finance Group is widely recognized as one of the finest in the region. Whether you are executing a bet-the-company transaction or simply updating your standard employment forms, you will have the full attention of an experienced lawyer who asks the questions that haven’t occurred to you yet, who commands a whole spectrum of ways to engineer contract terms to address the issues specific to your business, and who knows how to negotiate – and how to close – to achieve your objectives.
Private Client Services
Business and Finance
An increasingly complex tax regime governs the transfer of family assets. Without proper estate and financial planning and a considered approach to the structure of a family-owned business, federal and state income tax, estate tax and gift tax can significantly diminish family wealth.
We offer professional guidance to assist clients in reducing family income taxes, estate taxes and gift taxes and minimizing the costs of transferring family wealth from generation to generation, including planning and structuring family businesses succession. Our practice includes the administration of estates and trusts and other probate and guardianship matters, including will contests and providing representation in connection with federal and state estate tax audits.
Experience
Our business attorneys offer high net worth individuals and business owner clients a broad range of services, including the following:
- Estate planning, preparation of testamentary documents (from simple wills and trusts to complex estate plans);
- Income shifting and asset protection arrangements;
- Succession planning for business enterprises;
- Buy/sell and redemption agreements; and
- Charitable tax planning.