Chuck is a shareholder who represents a number of closely-held and family-owned businesses and professional corporations with a focus on business succession planning. He advises the firm’s business clients on techniques and strategies for wealth accumulation and transfer. As part of his practice, Chuck represents individuals in their admission as partners or shareholders in closely-held businesses. This includes negotiation of pre-incorporation and shareholder contracts as well as buy/sell, employment and deferred compensation agreements.
In the area of personal estate planning, Chuck focuses on structuring and implementing estate plans which incorporate estate, gift, generation skipping and income tax savings techniques. Chuck’s estate administration practice is focused on the timely and efficient settling of decedents’ estates, ranging from single-asset, one-beneficiary estates to multi-million dollar estates containing closely-held businesses and complex dispositive schemes. This background allows Chuck to advise the firm’s personal and business clients on the best ways to transfer their assets with a minimum amount of disruption and tax impact.