Business Succession

Carlson Estate Planning provides a wide variety of business and farm succession planning, as well as asset protection planning and general corporate counsel services. Small businesses still make up one of the largest segments of employers in our country, and because of this crafting proper succession plans can be difficult, but extremely important for many families across the country.

We understand that no two businesses are the same, which is why we make it a point to get to know the needs of our clients so that we can devise a proper business succession plan. We work with an experienced team of tax and financial advisors that can develop a succession plan that fits any business owner’s vision.

We specialize in the following business succession planning and general corporate practice services:

  • Family Business Succession Planning
  • Farm Succession Planning
  • Family Limited Partnerships and Limited Liability Companies
  • Creation of Corporations, Limited Liability Companies and Partnerships

We also assist closely-held business owners, physicians, dentists, and other professionals to protect their hard-earned assets from lawsuits, with the targeted use of trusts and other legal entities.