Wren Law Firm, LLC represents closely-held businesses from their inception through their ongoing operations.  We assist clients in planning for the transition of the business to the next generation.

We help entrepreneurs determine the most appropriate type of entity to fulfill their business and tax goals.  Once an entity is selected, we assist clients in forming the entity with the state and developing governing documents.

We work with clients to ensure they are complying with the requirements of their entity, such as annual meetings, minutes, resolutions, and maintenance of policies.

As our clients look toward retirement, we assist them in making the complex and difficult choices regarding business succession. Business succession planning includes preparing for the orderly transfer of the management and the ownership of a business while balancing concerns regarding retaining control, providing for continuity in management, retaining income to continue the retiring manager’s or owner’s lifestyle, and satisfying estate planning objectives.  Some issues we consider include gifting, life insurance planning, equitable treatment of active versus non-active family members, wealth preservation, and trust planning. Among these techniques are the following tools:  buy-sell agreements, family limited liability companies, sales to defective trusts, life insurance trusts, grantor retained annuity trusts, and charitable trusts.