Our Business and Estate Succession team is dedicated to helping business owners and individuals seamlessly transfer ownership to the next generation, successors, or trusted partners. Whether you’re preparing to pass on the business to family members, key employees, or planning a sale, our experienced lawyers are here to guide you every step of the way.

We understand that every business has unique needs. Our personalized solutions consider estate concerns, shareholder issues, and family dynamics. We collaborate closely with your accountants and financial advisors to ensure your succession plan is both effective and tailored to your goals.

Our Legal Services Include:

  • Share Rollovers
  • Asset Rollovers
  • Section 51, 86, and 85 Transfers
  • Estate Freezes
  • Capital Gains and Post-Mortem Planning
  • Creditor Protection and Amalgamations

Estate Succession: Preserve Your Legacy

Everyone benefits from having an estate plan. Our team assists individuals and families in planning their estates, guiding executors through estate administration, and handling any legal disputes that may arise.

We provide practical, tax-efficient estate planning solutions, from drafting wills and powers of attorney to creating family trusts and multiple wills. Our comprehensive services ensure your estate plan is customized to meet your personal and financial objectives.

If you are an executor or involved in an estate dispute, our team can help you navigate the legal process with confidence. We offer tailored advice and risk analysis, recognizing that every case is different.

Our Estate Services Include:

  • Wills and Powers of Attorney
  • Trusts (alter ego, joint partner, Henson trusts)
  • Estate Administration, including probate and beneficiary distributions
  • Estate and Fiduciary Litigation, including will challenges and guardianship applications

Take the next step in securing your business and estate’s future. Contact our team today to ensure you and your loved ones are protected for years to come.

Secure Your Business Future with BALINT LAW

Protect Your Business Legacy with Expert Succession Planning

At Balint Law our team assists with business succession planning, ensuring a smooth transition for your business into the hands of the next generation, while preserving your hard-earned legacy.

Welcome to BALINT LAW, where we focus on delivering expert legal advice to business owners like you. Whether you are planning for retirement, transitioning leadership, or ensuring your business stays in the family, we are here to guide you every step of the way.

Our team offers personalized succession plans that address your unique family and business dynamics, guaranteeing a smooth and tax-efficient transition. From protecting your assets to securing the financial future of your loved ones, we can navigate the complexities of business succession and estate planning for your future and your loved ones.

Contact us today for a consultation and let us help you plan for the future.

Our Services: Comprehensive Legal Support for Business and Personal Needs

Business Succession Planning

  • Introduction: The transition of a business to the next generation or to new ownership is a critical moment in a company’s lifecycle. At Balint Law, our team provides end-to-end succession planning services to ensure a smooth and successful transition.
  • What We Do:
    • Succession Plan Development: We help business owners develop comprehensive written plans that detail the transition process, including leadership and ownership changes.
    • Family Business Transition: Whether passing the business to a family member or ensuring continuity with trusted management, we work with your family to achieve a harmonious and financially viable outcome.
    • Tax Planning: Minimizing taxes and maximizing financial returns is a key part of the succession planning process. We help you navigate the complexities of tax laws to preserve the value of your business for future generations.
    • Estate Planning: Incorporating your business succession into a broader estate plan is essential for protecting your wealth and ensuring smooth legal transitions for your heirs.
  • Why It Matters: Effective business succession planning is more than just making a will and power of attorneys—it’s about ensuring your business thrives, your family remains united, and your hard work is passed on to future generations. Statistics show that 70% of family businesses do not survive the transition from one generation to the next without proper planning. Don’t let your business be part of this statistic. Start planning today.

Corporate Law Services

  • We provide ongoing corporate legal services to ensure that your business operates efficiently and in compliance with all applicable laws. This includes contract review, dispute resolution, and more.

Estate Planning

  • From drafting multiple wills for a client to creating family trusts, we ensure that your assets are protected and distributed according to your wishes. Our services also include probate and estate administration to ease the burden on your loved ones.

Tax Planning and Compliance

  • By collaborating  closely with your accountants and financial advisors, we provide guidance on tax-efficient strategies for both individuals and businesses and help you minimize liabilities and navigate complex tax laws to protect your wealth.

Real Estate Law

  • Whether buying, selling, or leasing property, we offer comprehensive real estate legal services to guide you through the process and protect your interests as part of your personal or business needs. 

Why Choose BALINT LAW

Expertise in Business Succession Planning Our team has extensive experience in business succession planning, helping family businesses and SMEs navigate the complexities of ownership transitions. Whether you are looking to pass on your business to a family member or sell to an external party,  seamless process.

Tailored Legal Strategies Every business is unique, and so are the challenges it faces. We don’t offer one-size-fits-all solutions. Instead, we take the time to understand your business, your family, and your goals to craft a succession plan that meets your specific needs.

A Track Record of Success With years of experience helping business owners secure their legacies, we are proud of the strong relationships we’ve built and the successful transitions we’ve facilitated. Our clients trust us to protect their business and family interests.

Client-Centered Approach We understand that succession planning can be emotional and complex. Our compassionate team listens to your concerns and works with you and your family to create a plan that ensures your peace of mind.

Case Studies

Client Testimonial 1: Family Business Transition “When it came time to retire, I was overwhelmed by the thought of handing over my family business. BALINT LAW walked us through every step of the process, ensuring that my children were prepared to take over the company. Their expertise in tax planning helped us save money, and their personal approach gave me peace of mind. I couldn’t have done it without them.” – John D., Founder of a Family-Owned Manufacturing Company

Client Testimonial 2: Exit Strategy for Business Owners “I wanted to sell my business but didn’t know where to start. BALINT LAW helped me prepare for the sale, handle the legal complexities, and negotiate the best deal. Thanks to their guidance, I was able to retire comfortably while ensuring my employees were taken care of.” – Sarah K., Business Owner

Resources: Insights and Articles – COMING SOON

  • The Importance of Succession Planning for Family-Owned Businesses
    • Why early planning is critical to business success.
    • How to prepare for unexpected life events like illness or death.
  • Top 5 Mistakes to Avoid in Business Succession Planning
    • How to prevent family disputes and ensure a smooth leadership transition.
  • Understanding the Tax Implications of Succession Planning
    • Tax-efficient strategies to minimize costs during the transfer of business ownership.

FAQ Section

Q: When should I start succession planning?

 A: It’s never too early to begin succession planning. Starting the process early ensures that you have enough time to make thoughtful decisions and prepare your successor. Most experts recommend beginning the planning process at least 3-5 years before retirement.

Q: What happens if I don’t have a succession plan? 

A: Without a succession plan, your business could face disruptions, leadership conflicts, or even closure. It’s essential to have a plan in place to ensure the continuity of your business and protect your legacy.

Contact Us

Ready to Secure Your Business Future? Let us help you with your business succession planning needs. Contact BALINT LAW today to schedule a consultation.