SUCCESSION PLANNING FOR INDIVIDUAL / FAMILY

Our Services

  • Estate Planning is a detailed exercise conducted by SUSRI’s team of CA, CS, Lawyers covering the following aspects that are to be considered for Estate Planning:

  • Status of each family member – major/minor, nationality, tax status

  • Ownership status of all the immovable properties of the family

  • . Ownership and Management of each of the business of the family

  • History of decision on ownership structure basis

  • Tax files of each family member

  • Business Succession thoughts and status

  • Future goals of Head as well as family members

  • Possible documents – Will, Trust, Gist deeds, Family Settlement, change in business ownership, change in business management

  • Features:

  • Ideal for business owners with multiple immovable properties and wealth size of Rs. 25 Crore and above

  • Exercise takes about 2 month time for discussion, study of documents, advise plans and final documentation

  • SUSRI provides end-to-end service for all Indians residing across India and abroad

  • SUSRI has a team of experts into legal, tax, compliances and succession matters

  • Fees are based on time & efforts