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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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.

Why Choose Us?

Customer Focused

We prioritise the needs and interests of our clients in everything we do. Our client-centred approach means that we take the time to listen to our client’s concerns, understand their objectives and provide guidance and support every step of the way.

Detail Oriented

Succession planning requires meticulous attention to detail to ensure that all legal and financial matters are addressed effectively. At MAHESHWARI & CO., we pride ourselves on our meticulous approach to drafting wills, trusts and other estate planning documents.

Estate Planning

MAHESHWARI & CO. has a team of legal professionals with extensive expertise in business planning and succession. With years of experience in this specialised field, our attorneys possess the knowledge and insight necessary to craft comprehensive succession plans.

 

Work Highlights

MAHESHWARI & CO. Guides Client's Will Drafting and Registration

MAHESHWARI & CO. has assisted a client with the drafting and registration of his Will. The firm had strategically advised the client as to how he has to bequeath his properties as per the Indian succession laws.

MAHESHWARI & CO. Secures Probate Order for Beneficiary Client

MAHESHWARI & CO. has represented a client who was the beneficiary under a Will and helped him to fill a probate petition before concerned courts. The firm had successfully obtained the order for grant of probate in favour of our client.

MAHESHWARI & CO. Challenges Will Authenticity in Delhi High Court

MAHESHWARI & CO. has assisted a client in filing and prosecuting Testamentary Suits before the High court of Delhi wherein we were challaging the authenticity of a Will.

Testimonials Of Clients

FAQ

Why choose MAHESHWARI & CO. for your succession planning needs?

Choose MAHESHWARI & CO. for your succession planning needs as we offer:

 

  • Expertise in business planning with a seasoned team.
  • Customised solutions tailored to your unique circumstances.
  • A holistic approach considering all aspects of your financial and personal circumstances.
  • Meticulous attention to detail to safeguard your interests.
  • A client-centred approach focused on delivering exceptional service and building lasting relationships based on trust and integrity.
What succession planning services does MAHESHWARI & CO. specialize in?

We specialise in a wide range of succession planning services aimed at protecting and transferring assets efficiently and effectively. Our expertise covers various aspects of business planning, including minimising estate taxes, facilitating the transfer of business ownership, preserving family wealth and ensuring the smooth distribution of assets. We offer personalised solutions tailored to each client's unique circumstances, whether they require assistance with drafting wills and trusts, establishing succession plans for businesses or navigating complex legal and financial considerations.

How to engage MAHESHWARI & CO. for succession planning advice?

Engaging MAHESHWARI & CO. for succession planning advice is a straightforward process. Simply reach out to our firm via phone, email or through our website to schedule an initial consultation. During this meeting, our experienced business succession planning lawyer will take the time to understand your unique needs, goals and concerns regarding succession planning. We'll discuss our services in detail and provide personalised recommendations tailored to your specific circumstances. From there, we'll work closely with you to develop a comprehensive succession plan that aligns with your objectives and safeguards your interests.

What is our process for developing and executing a succession plan?

Our process for developing and executing a succession plan at MAHESHWARI & CO. is crafted to meet the unique needs and objectives of each client. It begins with an in-depth consultation to understand your specific circumstances, family dynamics, financial goals and business interests. Using this information, our experienced team of business succession planning lawyers conducts a comprehensive analysis to identify potential challenges. We then collaborate closely to craft a tailored succession plan that addresses key areas such as estate distribution, business transition, tax optimization and wealth preservation. Throughout the process, we provide proactive guidance, transparent communication and personalised support to ensure that your succession plan is effectively implemented and aligned with your long-term vision.

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