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Gift/Family Business Succession
Gift/Family Business Succession
Overview
Successful business succession requires an integrated design that encompasses governance, tax planning, and management stability. The LIN Wealth Management Team advises on shareholding structures, voting rights, and management participation from the earliest planning stage, helping clients build a roadmap for seamless succession. We also provide comprehensive support for the inheritance and gift tax aspects—including the business inheritance deduction and gift tax special provisions—as well as post-succession corporate restructuring and operational management.
Key Services

Establishment of a business succession roadmap (including shareholding, voting rights, and management structures)

Advice on business inheritance deductions, gift tax special provisions, and other tax incentives; post-succession management advisory

Corporate restructuring (mergers, spin-offs, holding company formation) and related M&A advisory

Shareholding and voting structure design (shareholders' agreements, voting agreements, treasury share arrangements, etc.)

Dispute prevention measures (family agreements, mediation, pre-emption rights design)

Inheritance and gift tax filing and response to tax investigations

Litigation support for disputes arising during or after business succession

Key Experience

Extensive advisory on inheritance and gift planning in connection with business succession

Extensive advisory on corporate law matters arising during business succession (incorporation, liquidation, management disputes, major shareholder liability, etc.)

Representation in inheritance tax and gift tax litigation

Advisory on restructuring of conglomerate group corporate structures in connection with business succession

Representation in shareholder disputes and management control disputes arising during business succession