
Guidance on Transferring Certified Small Businesses to Revocable Trusts
TRANSFERRING SBA BUSINESS ENTITIES INTO A REVOCABLE TRUST By: Katherine David October 2018 When a
The estate and business succession planning practice at Reston Law Group, LLP (Reston Law) is dedicated to helping clients plan for the future. Reston Law attorneys work with many individuals and business owners to put together comprehensive plans that make their wishes known with regard to how they want their affairs handled upon their retirement or death. Our lawyers are committed to helping business owners devise strategies for transferring business interests after the death of one owner to the others or from one generation to the next.
There are many issues to consider in these matters. Our attorneys can help you understand all your options and give you all the information you need to decide on a course of action that best fits your situation. We will work with you to devise a plan that accommodates all of your needs and helps you achieve your goals.
We offer complete estate planning services with a particular focus on the unique needs of business owners. We help our clients plan for the succession of a business through redemption or cross-purchase arrangements and traditional estate planning tools. We also help clients to understand the tax implications of certain actions and help them devise strategies for estate tax and probate avoidance.
We provide the following estate and business succession planning services to our clients:
Practice Leaders
Scott Dondershine
Katherine David
Estate & Business Succession Planning Expertise

TRANSFERRING SBA BUSINESS ENTITIES INTO A REVOCABLE TRUST By: Katherine David October 2018 When a

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