Private Client Services

The Law Offices of Phil Sudan provides a full range of legal services to family owned and other closely held businesses, representing companies from all industries. Family owned and closely held businesses are an important part of our practice. We have the experience and expertise necessary to help businesses develop effective corporate governance, financial success, family harmony and personal development.

Our attorneys work with family members and management to meet the needs of closely held businesses. Our legal services are tailored to meet the needs of family owned and other closely held businesses. Our attorneys are trusted advisors to our family owned and closely held business clients.

We advise executives, business owners and other high net worth individuals in all aspects of wealth management and trust and estate administration. The firm’s practice includes estate planning, executive compensation, wealth transfer, tax and other legal issues.

We act as personal counsel to our individual clients. Our attorneys work closely with individuals to assess and develop long-term goals, analyzing areas of potential legal exposure and developing strategies to protect the client’s interest.

The firm advises clients regarding:

    • Developing and administering wealth transfer plans,
    • Income taxation of estates, trusts, and beneficiaries,
    • Estate and gift tax matters,
    • Charitable-giving as a component of estate plans,
    • Legal, tax and business issues affecting closely-held business owners,
    • Deferred compensation planning for executives,
    • Marital property agreements, and
    • International estate planning.