Group Contact

Daniel L. Daniels
203-363-7665
ddaniels@wiggin.com

FAMILY AND CLOSELY-HELD BUSINESS PLANNING


Attuned to the critical issues that face family and closely held businesses and focused on understanding yours, our unique Family and Closely-Held Business Planning Practice Group provides comprehensive, cost-sensitive and responsive counsel that integrates your business and personal objectives into a practical and cohesive plan—whatever the size of your company.

Responding to client needs, we created our Family and Closely-Held Business Planning Practice Group from a diverse group of attorneys skilled in the key areas most important to the success of businesses like yours—whether you're a small, emerging firm or a large established company. Our focused approach—working to know your business and your industry—aims at providing you a full range of vital legal services at reasonable cost.

Our groups' business lawyers will draft your shareholder, financing, commercial and employment agreements and handle other general business matters; our tax and estate planning attorneys will design estate planning programs for you and benefit arrangements for your employees; our knowledgeable real estate, litigation and intellectual property attorneys—among others—stand ready to assist when needed. All work together seamlessly and cost-effectively with little wasted motion to give you exceptional value while advancing both your business and family objectives.

Our integrated, full spectrum and pragmatic Closely Held Business services include the following:

Estate Planning

  • Drafting wills and trusts
  • Probate and estate settlement services
  • Trust administration
  • Tax return preparation
  • Business succession planning
  • Estate planning

Business and Tax Services

  • Organizing startup businesses as corporations, limited liability companies, or partnerships
  • Helping more-established companies with domestic and cross-border transactions of all kinds, including:
    • financing transactions (equity and debt)
    • acquisitions, mergers and joint ventures
    • distribution and supply-drain arrangements
    • divestitures and spin-offs
    • patent and trademark prosecutions
    • licensing arrangements
    • federal and state tax disputes
    • regulatory issues
  • Structuring
    • shareholder buy-sell and voting agreements
    • employment agreements
    • stock options
    • phantom stock plans
    • gifting programs
  • Handling audits and appeals at every level of the appeal process, whether at the local, state or federal level

Employment and Benefits

  • Hiring and firing employees
  • The use of independent contractors
  • Compensation and benefits
  • Personnel policies and procedures, including sexual harassment prevention and drug testing protocols
  • Wage and hour issues
  • Union organizing campaigns
  • Executive employment agreements
  • Equity-based compensation arrangements


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