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Business, Tax & Legacy Planning for Auto Dealers Est. 1997

Business, Tax & Legacy Planning for Auto Dealers · 2019-03-04 · franchise law, estate planning, and trust and estate administration. KATHERINE E. TRAINOR – ASSOCIATE Trust and

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Page 1: Business, Tax & Legacy Planning for Auto Dealers · 2019-03-04 · franchise law, estate planning, and trust and estate administration. KATHERINE E. TRAINOR – ASSOCIATE Trust and

Business, Tax & Legacy Planning for Auto Dealers

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Page 2: Business, Tax & Legacy Planning for Auto Dealers · 2019-03-04 · franchise law, estate planning, and trust and estate administration. KATHERINE E. TRAINOR – ASSOCIATE Trust and

Wealth Protection, Transfer and Legacy Planning for Auto DealersOwning and operating an automotive dealership is

surrounded with legal and business issues. Whether

you are just starting out, trying to acquire additional

dealerships or preparing to pass your enterprise on

to others requires careful planning to ensure

success. For more than two decades, MendenFreiman

has guided auto dealerships through the complex

business issues that specifically affect this industry.

Page 3: Business, Tax & Legacy Planning for Auto Dealers · 2019-03-04 · franchise law, estate planning, and trust and estate administration. KATHERINE E. TRAINOR – ASSOCIATE Trust and

WE ARE PROBLEM SOLVERS

The auto dealer attorneys at MendenFreiman are highly skilled

problem-solvers. In addition to law degrees, most of our attorneys

have earned advanced degrees in business, accounting or tax, and

several are certified public accountants. This diverse combination of

legal, management, tax and financial expertise sets our firm apart.

Our auto dealer clients trust us to help them solve complicated

business-planning and transactional matters, particularly where

taxes are an important consideration.

OUR CLIENTS

We work with new and established dealerships that have complex business and succession planning issues.

Page 4: Business, Tax & Legacy Planning for Auto Dealers · 2019-03-04 · franchise law, estate planning, and trust and estate administration. KATHERINE E. TRAINOR – ASSOCIATE Trust and

WE HELP AUTO DEALER CLIENTS ACHIEVE THEIR GOALSMendenFreiman has protected our auto dealer clients’ business interests from inception to succession for nearly two decades. We begin each relationship with a thorough legal-needs assessment to get to know you and your dealership. We then are able to advise you on the steps we believe you should take to protect your interests and plan for the future. We routinely guide auto dealer clients in:

– Negotiations with manufacturers, ownership groups and vendors

– Dealer agreement negotiations

– Negotiations for open points

– Dealership purchases and sales

– Ownership succession planning

– Wealth accumulation plans that are outside of dealership equity and value

– Management succession planning including manufacturer qualifications

– General manager employment agreements

Page 5: Business, Tax & Legacy Planning for Auto Dealers · 2019-03-04 · franchise law, estate planning, and trust and estate administration. KATHERINE E. TRAINOR – ASSOCIATE Trust and

In addition to transactional and outside general counsel

services, we guide and assist our dealership clients and their

families with matters involving estate planning and estate

administration including wills, trusts, charitable planning,

probate and federal and state taxation.

– Larry Freiman, Co-founding Partner

Auto Dealer Attorneys

Page 6: Business, Tax & Legacy Planning for Auto Dealers · 2019-03-04 · franchise law, estate planning, and trust and estate administration. KATHERINE E. TRAINOR – ASSOCIATE Trust and

NATHAN T. JOHNS – PARTNER Commercial real estate in the retail, office and industrial sectors; business transactions and governance and business succession.

LAWRENCE (LARRY) H. FREIMAN – CO-FOUNDING PARTNER, MBA Advanced and sophisticated wealth-transfer plans, complex buy-sell agreements and complicated partner agreements where multiple partners and businesses are represented; estate and trust plan-ning and asset protection for dealership owners.

ROGER A. KIRSCHENBAUM – PARTNER, LL.M. IN TAXATIONAdvanced estate planning, tax-minimization and asset protection, trust and estate administration, and business succession planning.

JEFFREY (JEFF) J. MEEK – SENIOR COUNSEL, LL.M. IN TAXATIONBusiness structuring, transactions and governance, asset and trademark protection, income and wealth-transfer tax minimization, and business succession planning.

Page 7: Business, Tax & Legacy Planning for Auto Dealers · 2019-03-04 · franchise law, estate planning, and trust and estate administration. KATHERINE E. TRAINOR – ASSOCIATE Trust and

BRIAN M. ANNINO - SENIOR ASSOCIATECorporate governance and compliance matters, commercial contracts, mergers and acquisitions, franchise law, estate planning, and trust and estate administration.

KATHERINE E. TRAINOR – ASSOCIATETrust and estate administration, complex estate issues, estate tax process and probate.

View full attorney bios on the MendenFreiman website

GEORGE D. MENDEN – RETIRED CO-FOUNDER, OF COUNSELComplex mid-market transactions where tax and/or financial reporting considerations are important to the transaction structure; estate and trust planning; asset protection for dealership owners.

ROBERT (BO) H. HARRIS, II - SENIOR ASSOCIATE, LL.M. IN TAXATION Business formation and transactions, business succession planning, nonprofit formation and planning, asset protection planning, and estate and trust administration.

THOMAS W. COX – ASSOCIATECorporate and transactional matters, including business representation, entity structuring, incentive plans, licensing agreements and employment law; trademarks and copyrights.

Page 8: Business, Tax & Legacy Planning for Auto Dealers · 2019-03-04 · franchise law, estate planning, and trust and estate administration. KATHERINE E. TRAINOR – ASSOCIATE Trust and

Committed to the success of your automotive dealership.We would like to be a part of that success by applying our

experience and depth of understanding to your unique situation.

CONTACT US TO START THE CONVERSATION.

5565 GLENRIDGE CONNECTOR, N.E. SUITE 850 ATLANTA, GA 30342 PHONE 770.379.1450 FAX 770.379.1455 MENDENFREIMAN.COM

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