This site uses cookies to store information on your computer. Some of these cookies are essential, while others help us to improve your experience by providing insights into how the site is being used. Click Accept to continue using the site with recommended settings, or Decline to disable optional cookies. For more detailed information on the cookies we use, please review our Privacy Policy

Skip to Main Content
Experience

Family Business Succession Planning for midsized manufacturing co

Warner designed the succession planning for the founding generation of a midsized manufacturing company.

Succession planning tools and techniques used include multiple classes of stock, grantor retained annuity trusts, a family limited liability company, and irrevocable life insurance trusts.