D J Rupareliya & Associates

Family Succession, Business Succession & Estate Planning

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Family Succession, Business Succession & Estate Planning :

Comprehensive planning and drafting of wills, trusts, and succession documents to ensure smooth intergenerational wealth transfer and family business continuity.

Category

Sub-Service Highlights

Will & Testament Planning

– Drafting of legal wills
– Codicils and amendments
– Probate advisory and execution support

Trust Structuring & Management

– Private family trust creation
– Discretionary and irrevocable trusts
– Trust compliance & administration

Family Business Succession Planning

– Generational transition roadmaps
– Legal structuring for succession
– Management control and governance framework

Estate & Asset Distribution Planning

– Real estate and financial asset mapping
– Inheritance tax optimization
– Cross-border estate planning

Family Constitution & Governance

– Drafting of family charters
– Roles, responsibilities, and dispute mechanisms
– Family councils and mediation frameworks

Business Continuity Structuring

– Key person risk management
– Succession-based reorganization plans
– Ownership transfer mechanisms

Power of Attorney & Living Wills

– General & specific POA drafting
– Living wills and advance directives
– Medical and financial decision planning

NRI / Cross-Border Succession Advisory

– Estate planning for assets in multiple jurisdictions
– FEMA, FEMA Tax, and DTAA advisory
– NRI/OCI compliance for inheritance

Legal & Tax Advisory

– Income tax and estate duty implications
– GST/Wealth tax/Stamp duty strategies
– Litigation support and representation

Get in touch with us for expert advisory, audit, tax, and compliance solutions—driven by trust, innovation, and client success.

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