Kaitlyn Larroux helps families and business owners protect their personal assets and commercial interests by navigating the many strategies and options available in estate planning and business ownership situations.
Kaitlyn has represented numerous privately held businesses across multiple U.S. and international industries. Her counsel covers all aspects of forming, operating, selling, or purchasing privately held LLCs, S corporations, and C corporations. She regularly drafts complex LLC agreements, shareholder agreements, and purchase agreements and crafts tax-advantaged acquisition and reorganization plans. Kaitlyn develops business succession plans for her clients to efficiently transfer ownership of family-owned businesses to the next generation or key employees by implementing transfer restrictions, buy-out agreements, key employee retention plans, and profits and phantom equity interests. She also has extensive knowledge of Tennessee's franchise and excise tax, including application for and maintenance of its various exemptions.
Additionally, Kaitlyn provides estate planning services to a wide range of clients, from young families to multigeneration families and retired individuals. She has experience with basic estate plans and more complex wealth transfer planning for clients with taxable estates, including the preparation of federal estate and gift tax returns.
Kaitlyn has significant experience with the rules and regulations applicable to IRC § 501(c)(3) public charities and private foundations and assists large and mid-size tax exempt entities with formation, governance, dissolution, and merger and acquisition matters.