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Warner Norcross + Judd LLP is a corporate law firm with over 230 attorneys serving clients in nine offices throughout Michigan. Among the largest law firms in Michigan, Warner works in virtually all areas of business law.

Michigan Law Firm - Warner Norcross + Judd LLP

We represented a manufacturer, its second, third and fourth generation owners, its family office and its foundations. Our succession planning techniques have allowed the ownership of this S Corporation with multiple classes of stock to move through generations without transfer tax through a combination of outright gifts, GRATs, and gifts and sales to Intentionally Defective Irrevocable Trusts. Other planning techniques we used included creating family foundations, irrevocable life insurance trusts, family limited partnerships and comprehensive buy and sell agreements to achieve the owners&rsquo; goals. Additionally, we provided counsel to owners on the formation of an outside board. We also provided other services including drafting of executive compensation plans to benefit key employees.

core/freeform

Private Client and Family Office

Partner

Jennifer L. Remondino

Family Business and Succession Planning

Trusts and Estates

Succession Planning to Transfer Business Without Transfer Tax

Warner Norcross + Judd LLP is responsible for the contents of our advertising and this website. Please read our full <a href="/privacy-policy/" aria-label="see privacy policy">privacy policy</a> available on our website. If you have any questions or comments about our website or our Privacy Policy please contact us at <a href="mailto:info@wnj.com">info@wnj.com</a> or 616.752.2000.

Succession Planning to Transfer Business Without Transfer Tax

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