Succession Planning

Succession Planning

  • We specialise in guiding clients through complex tax implications associated with succession planning. We develop tax-efficient strategies to minimise estate and gift taxes, optimising the transfer of assets to beneficiaries.
  • With extensive knowledge of the legal and tax considerations involved in business planning and succession, our business succession planning lawyers are equipped to guide clients through every step of the process with confidence and precision.
  • We offer specialised assistance in creating and implementing succession plans, ensuring a smooth transition of ownership and management to the next generation or chosen successors.
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Our Practice Areas

Services Offered

Will Drafting

We assist clients in creating and executing legally binding wills and trusts that reflect their intentions regarding the distribution of assets. Our succession planning lawyer works closely with the clients to understand their unique circumstances and objectives, drafting customised business planning documents that address their specific needs and goals.

Trust Drafting

We assist clients in establishing trusts as part of their business planning strategy. Our succession planning lawyer works diligently to create legally sound trust documents that serve various purposes, such as providing for the care of minor children, managing assets for disabled beneficiaries or supporting charitable endeavours. We tailor each trust to meet the client's specific objectives and ensure that their assets are properly managed and distributed according to their wishes. With our expertise in trust drafting, clients can have confidence in the protection and preservation of their wealth for future generations.

Business Succession Planning

We offer business succession planning services including developing and implementing plans to facilitate the smooth transfer of ownership and management of the business to the next generation or chosen successors. Our services include the creation of buy-sell agreements, family limited partnerships or other structures designed to address issues such as leadership transition, ownership transfers and conflict resolution among family members or business partners.

Dispute Resolution

In case of any disputes or conflicts related to succession planning matters, we offer dispute resolution services. This may include Drafting and Execution of Partition Agreements, Partition Suits, Suits for Declaration, Testamentary Suits, Probate proceedings and seeking Letter of Administration etc. litigation to resolve disagreements among family members, beneficiaries or other parties. Whether through negotiated settlements or courtroom advocacy, our attorneys strive to achieve favourable outcomes. We prioritise efficient, cost-effective resolution while safeguarding our client's interests and preserving family harmony whenever possible.

Get in touch with us

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