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Family Business Succession Planning

Warner provided succession planning for a multinational, family-owned business currently owned by the second, third and fourth generations of a family.

Succession planning tools and techniques employed include grantor retained annuity trusts, family gift trusts, family limited liability partnerships and companies, an irrevocable life insurance trust to provide liquidity, buy and sell agreements, a family constitution, compensation planning for nonfamily executives, and creation of a family office.