Protect what you built. Pass it on the way you intend.
Succession plans, buy-sell agreements, and tax-efficient ownership transfers for Maryland's closely held and family-owned businesses. With an LL.M. in Taxation, Jason coordinates the legal and tax pieces so the plan actually works.
For Maryland's family-owned and closely held businesses.
A written roadmap for ownership, leadership, and decision-making across the next generation.
Triggers, valuation methodology, and funding (insurance, installment) for owner transitions.
LLCs, S-corps, holding companies, and voting/non-voting interests aligned with your succession goals.
Operating agreements, family employment policies, and dispute-resolution provisions that prevent next-generation conflict.
Gifting strategies, grantor trusts (IDGTs), GRATs, and valuation discounts to move ownership at minimal tax cost.
Your business plan and your personal estate plan working together — not against each other.
Straight answers.
Start with a confidential strategy session.
We'll map your current ownership, your goals, and the realistic options to get there.
Schedule your session →