Family Settlement & Succession Planning

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Family Settlement & Succession Planning

Our estate and succession planning practice primarily involves advising individuals,  high net worth individuals and  families, as well as various  corporate clients on estate  planning, family business  restructuring and transfer,  accumulation, management  and protection of wealth.

We work to render highly effective, personalized, creative and pragmatic solutions for our clients, including HNIs, business families, individuals, trust companies and beneficiaries, and other asset holders; which also allows us to provide one-stop service to meet our clients’ planning needs. Our full spectrum of services includes:
  • Estate Planning and Administration including estate and tax planning for individuals and its implementation, business succession analysis, multi-jurisdiction succession planning, incentive structuring, compensation and retirement planning, settlement of claims against estates, probate, valuation and liability issues.
  • Trust Administration, Charity and Planned Giving: We advise executors and trustees in all aspects of estate and trust administration, including advising on lifetime and testamentary trusts. We advise our clients on planned giving, including the establishment of charitable organizations, as well as public and private foundations.
  • Family Business Succession: We help position families in structuring an orderly transition of their businesses whether to the next generation or to buyers while planning to minimize taxation.
    • Drafting and execution: We understand complex family situations and assets, and assist our clients in drafting tax-efficient wills, revocable trusts, durable power of attorney etc. Advisory services including advising on high value offshore investments by resident Indians, advising corporate fiduciaries and private trustee offices on establishment and management of fiduciary businesses and identifying and managing fiduciary risk, advising on Indian and foreign laws and advising on the creation and administration of charitable and other tax-exempt organisations.

Other Practice Areas

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