Succession Planning


Estate Planning Alert - Gifting LLC Interests to Family Members—Timing Is Everything

Gifting LLC Interests to Family Members—Timing Is Everything

Alert

Scott R. Erickson

Scott Erickson has extensive experience providing general counsel representation to family and closely held businesses, including businesses in the sports and entertainment industry.

This experience includes:

  • Corporate and business planning.
  • Business acquisitions and sales.
  • Shareholder and owner planning.
  • Sponsorship and endorsement contracts

Biography

Shane Swanson

Shane Swanson focuses his practice on estate planning, tax planning, family business succession, wealth transfer, pre- and post-marital agreements, and charitable giving. He also counsels non-traditional families about co-habitation agreements and related tax issues.

Biography

Michael P. Jacobs

Michael Jacobs is a corporate attorney in our Mankato office who advises start-up companies, closely held businesses, as well as larger private and publicly traded companies in all aspects of business, corporate, transactional and commercial real estate matters.

Biography

David M. Naples

David Naples practices in Leonard, Street and Deinard’s Mankato office. His practice focuses on advising closely held businesses and their owners on a wide range of business, income and estate tax planning matters. David advises closely held businesses regarding operational matters as well as the acquisition of new businesses and the divesture and restructuring of existing businesses.

Biography

Laura E. Krishnan

A shareholder in the firm’s Tax, Estate Planning, Probate and Trust practice group, Laura E. Krishnan is highly experienced in estate planning matters but, just as important, attuned to clients’ personal needs.

Biography

Eileen M. Day

Eileen Day is Chair of the Tax, Estate Planning, Probate and Trust practice group of Leonard, Street and Deinard, with a practice emphasis on estate and gift planning, business succession planning, probate and trust administration, and charitable giving strategies.

Biography

Lowell V. Stortz

Lowell Stortz is currently President of Leonard, Street and Deinard. He practices in the firm’s Estate Planning and Charitable Gift Planning practice groups, advising individuals and businesses in the areas of tax, business and estate planning, and trust and estate administration.

Biography

Steven M. Rubin

Steve Rubin focuses his practice on the representation of privately owned, entrepreneurial companies. Steve provides advice and strategic vision for both growth and mature companies, and guides clients in their development with planning, strategy and implementation.

Biography

Mark E. Jacobson

Mark Jacobson is the chair of Leonard, Street and Deinard’s Auto and Truck Dealership practice. He has spent more than 30 years counseling and representing private and family businesses, with a special concentration on auto, heavy-duty truck and recreational vehicle dealerships.

Biography