Plunkett Cooney Business Succession Services
The intersection of success and mediocrity for closely held and family owned businesses lies squarely between key aspects of the law and succession planning. Even successful business owners struggle with family dynamics and transition planning for the inevitable day that prompts a leadership change.
Our team works with business owners to ensure they and their businesses are prepared for buy/sell scenarios and that their succession plans are in place, tax portfolios are optimized, and estate plans completed to authorize their intended transfers of control and
wealth to the next generation.
Karen Collingsworth-Crusse is a senior attorney who leads our business succession planning practice. With decades of experience as a former banking professional, Karen advises business owners on maximizing growth potential and preparing for the future, whether that be for buy/sell situations or the transfer of operations to the next
generation of leadership.
Joseph Peterson is a senior attorney who heads up the firm’s tax law practice. A former in-house tax attorney for a Big 4 accounting firm, Joe’s expertise includes tax law, risk management and related litigation. He advises individual and corporate clients on tax strategies and provides representation before the Internal Revenue Service and
state taxing authorities.
Andrew Lorelli is an associate attorney in our Trusts & Estate Planning Practice Group who has experience representing fiduciaries and interested persons in probate and trust litigation. Andrew’s practice also includes trust and estate administration, including
decedent estates, guardianships and conservatorships.
Aleasha Taweel is an associate attorney in the Trusts & Estate Planning Practice Group who advises clients on a range of wealth management strategies and prepares the legal documents necessary to execute their wishes in the event of incapacitation or death. She
represents clients in contested probate and trust litigation matters ensuring her client’s interests are vigorously defended.
For more information, please consider visiting our website.
Address: 38505 Woodward Ave., Suite 100 Bloomfield Hills Michigan 48304
United States Phone: (248) 901-4000
Send Inquiry
