Legal
Succession Planning
Structure the transfer of wealth before it becomes contested.
episodicManaged Operations
Overview
Wills, family arrangements, trust structures and the documentation supporting an intended succession, together with the tax consequences of each route. Best done while the intention is uncontested and everyone concerned can be consulted.
Scope
- Mapping of assets, holdings and intended beneficiaries
- Will drafting and execution formalities
- Family arrangement and settlement deeds
- Private trust structuring where appropriate
- Partition of a Hindu Undivided Family estate
- Tax consequence analysis across each route
- Coordination with the family's other advisers
Applicability
HUFs, private family trusts and closely held businesses. Best done while the intention is uncontested and everyone concerned can be consulted.
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