Legal Advisory in Succession Planning

Legal advisory in succession planning ensures a smooth transition of wealth and business assets to heirs. We support our
business partners in drafting wills, establishing trusts & foundations, and preparing inheritance structures, help navigate the legal complexities involved in cross-border estates and ensure that succession plans minimize disputes and tax liabilities while protecting the business partner’s legacy.

Our services will start from information collection and knowing the Client’s objectives, verification of ownership documents, review of applicable laws and regulations, proposing most appropriate solutions, drafting and execution of legal documents and structures and ongoing reviews and support.

We will understand the client’s actual goals of succession planning. Whether asset protection, tax benefits, continuity of business operation despite his demise, distribution of assets to generations. Gathering information including real estate assets, investments, business, intellectual property, bank accounts & deposits, insurance, liabilities, family structure, existing legal documents or structures including Wills, Nominees, trust deeds, shareholders agreements, any other contractual commitments etc, jurisdictions applicable to business, investments, and existing documents and commitments. We will verify the Client’s existing documents and structures and assess rules and regulations applicable to the client’s domicile, residency and the location of his/her assets, personal law compliance including Sharia laws.

We will suggest best tailored solutions including Wills, Trusts, Foundations, Shareholders Agreements, Power of Attorney, draft and support the client in executing the legal documents, communicate with beneficiaries and stakeholders of the Clients and provide ongoing reviews and updates.