In a recent article featured in the Rochester Business Journal, Harter Secrest & Emery partner Graham Leonard highlights the importance of a collaborative, team-based approach to succession planning. Leonard emphasizes that effective planning requires close coordination among legal, financial, and tax advisors to ensure all aspects of a business transition are addressed. Drawing on his experience in trusts and estates, he plays a key role in helping business owners prepare for unexpected events, navigate complex estate and tax considerations, and put comprehensive plans in place that safeguard both their businesses and their families’ long-term financial security.