individuals



Smooth transition.

The founder and majority shareholder of a closely held retail chain was getting older. His children were involved in the business, but he didn't have a succession plan in place. And, of course, he was interested in saving on taxes wherever possible.

Kaufman, Rossin & Co.'s estate and trust professionals used restructuring and appropriate trust techniques to set up a plan. After 10 years a large portion of the business will be owned by his children, without paying transfer tax, and protected from creditors.