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Business Planning

Corporate, Partnership, LLC and Family Business Planning

The attorneys of Nelson & Nelson, P.A., a U.S. News and Best Lawyers® "Best Law Firms" Florida estate planning law firm, provides a full range of corporate and business planning services.

Our attorneys assist business owners to most effectively pass their ownership interests from one generation to the next by forming Family Partnerships with the objective of retaining family control while achieving maximum tax savings and asset protection benefits. Shareholder Agreements, Partnership Agreements and Operating Agreements are structured to achieve tax savings and increased assurance that both the business and the family will continue to thrive.

When starting out as a business, the owner(s) must decide the most appropriate entity to use for their business. The choice and selection of the entity comes from an understanding of how best to operate a business in both Florida, nationally, and internationally, based on the intersection of income, estate and gift tax planning while affording the owner(s) of the business the best legal framework to operate to fit their needs and goals. We can help draft key legal documents and assist in overseeing important business transactions like structuring or restructuring, mergers and acquisitions, and other negotiations that happen in a business’s life cycle.

What is an LLC?


An LLC can be used to shield investors and active participants in the same way as a corporation. It also has many of the asset protection features of limited partnerships such as limiting creditors to a charging order for multimember LLCs and the flow-through taxation benefits of a partnership. Other benefits include favorable Federal Transfer Tax treatment resulting from potential valuation discounts.

Estate Planning and Asset Protection Book

For more information about use of Partnerships and LLCs in estate planning see

Chapter 9

in Asset Protection and Estate Planning in Florida: A Plan to Survive Unexpected Financial Threats by Barry A. Nelson.

Get in Touch

Estate Planning Questionnaire

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In order to begin the estate planning process, we request that our clients submit our Estate Planning Questionnaire. This form will help us obtain information so we may prepare a customized plan that will provide maximum benefits for you and your family's needs. Click the button below to learn more about how to get the process started.

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