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Estate & Succession Planning

Understand individual objectives for estate & succession planning
Share best industry practices
Advise on entity structures to minimize liabilities and safeguard assets
Assist in creating succession framework for family businesses
Liaise with India’s leading experts for any specialized requirement
Collaborate with US Counsel /CPA (if necessary)
Assistance in drafting entity-related documents
Ensure compliance with relevant laws to mitigate potential challenges

Trust Creation & Management

Advice on Trust Structure in alignment with objectives
Assistance in drafting Trust Deed
Obtain PAN & TAN Number to keep Trust ready
Facilitate settlement or contribution of assets into the Trust
Manage distributions from trust funds as outlined in the Trust Deed
Conduct periodic reviews and prepare minutes
Assist with regulatory compliance as needed
Maintain accounting records and liaise with auditors
Facilitate audit support, tax computations & ITR filing
Act as representative assesse for Income Tax

Family Constitution

Document Family’s vision, mission, values and governance policies
Advise on creating family structures like councils and boards
Define rules for succession, decision making and conflict resolution
Establish guidelines for ownership and rights on family businesses
Develop communication protocols to avoid family conflicts
Facilitate family meetings and councils to review governance and progress
Design exit strategies and buyout terms for family shareholders
Revise the Constitution, when needed
Align Family Constitution with legal & regulatory framework

Asset Ring- fencing

Advise on type of liabilities for ring-fencing – personal or professional
Assist identifying key assets that could need ring-fencing
Advise on entity formation and structuring of assets
Minimize regulatory costs / liabilities
Provide guidance on legal and compliance areas

Will & Execution Services

Advise on legal aspects in relation to Wills
Assist in drafting a personalized Will
Guidance on registration process for the Will
Reading the Will in front of legatees alongside co-Executors
Collate documents for filing of Probate Petition
Appoint a Probate lawyer as per requirement
Liaise with Probate lawyer for the Probate Order
Manage the Estate under executorship
Prepare the statement of final settlement

Fiduciary Services

Acting as trustee & administrator of the trust (Private/ Business/ Charitable)
Manage trust assets in alignment with the trust deed
Facilitate transfer of assets in a secure and timely manner
Open and maintain accounts
Ensure compliance with legal and regulatory standards
Track payments, milestones and timelines with contractual obligations
Ensure all fiduciary activities comply with local and international laws

Pre- IPO & IPO Related Legal Services

Understand objectives and principal shareholders’ interests
Assist in drafting shareholders agreements
Act as a Trustee for pre-IPO fund allocation and arrangements
Manage escrow accounts for secure fund flow
Provide assistance for commercial contracts and associated legal services
Provide support for financial and legal due diligence
Act as a monitoring agency for fund utilization post-IPO
Serve as Trustee for securities and debentures
Oversee creation and maintenance of security for lenders

Creation and Administration of Charitable Trusts

Assist in forming a Charitable Trust with Charity Commissioner
Register Charitable Trust with the Income Tax Department
Renewal of Section 12A registration certificate
Apply for / Renew 80G certificate
File annual budget with the Charity Commissioner
Audit & File accounts of Charitable Trust with Charity Commissioner
Conduct Income Tax audit for Charitable Trust
File Income Tax return for Charitable Trust
File relevant returns under the Income Tax Act
Manage FCRA registration and relevant certifications

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Estate & Succession Planning

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