Business Formation and Planning
The firm provides formation services for business owners including advice regarding choice of entity, multiple-entity structuring for tax planning and asset protection purposes, business succession planning, and other exit strategies. We advise clients regarding the ongoing maintenance of corporations, limited liability companies and partnerships to maintain liability protection for the owners. We recommend a business check-up to all of our business clients to evaluate the current structure of their business, the status of their liability protection, and possible changes to make their businesses more tax efficient and provide their owners maximum protection. We further advise our business clients and their owners regarding ownership succession and planning, including comprehensive buy-sell agreements.
Estate Planning and Asset Protection
The firm provides high-quality comprehensive estate planning services from simple wills to complex trusts and other vehicles to maximize the transfer of wealth to future generations while maintaining control, and asset protection services to assist in wealth preservation.
Tax Planning
The firm provides extensive tax planning services for business owners and individuals. The firm regularly advises clients regarding a variety of charitable tax planning strategies, including the formation and operation of charitable remainder trusts, charitable lead trusts, private foundations, supporting organizations and other tax-exempt charities.
Real Estate
Sumsion & Crandall represents clients in various real estate transactions, including entitlements, developments, leases, purchases and sales. The firm also represents clients when disputes arise regarding the ownership, use, or other rights related to real proprety.
Business Transactions
The firm provides comprehensive representation and planning for the sale, merger or transfer of your business, including tax planning strategies to minimize the tax consequences of a transfer and completion of all documentation necessary to successfully complete a transfer.
Litigation
The types of disputes in which businesses become involved are as varied as business is diverse. Sumsion & Crandall aggressively and effectively assists clients in obtaining the benefits of their contracts, protecting their business and assets from attack, and obtaining relief for wrongs committed against them.