SUCCESSION PLANNING & WILLS

SUCCESSION PLANNING & WILLS:

Succession Planning is one of the most important aspect of human life to pass on accumulated assets and wealth to next generations. Succession Planning ensures ordered devolution of an estate, to ensure the property passes to its chosen beneficiaries and applied in particular way as per intent of the testator.

We, at RallyMark Legal provide advisory to families, individuals, High Net worth Individuals (HNIs), on various aspects of their private wealth including structuring, documentation for estate and succession planning.

Our lawyers regularly represent individuals, asset protection trusts, families, family offices, guardians, non-profit entities, trusts, trustees, trust beneficiaries, trust companies, and other asset holders against financial institutions and corporate fiduciaries concerning estate, probate, tax and business issues. We also advise on the creation of trusts, partnerships or company structures designed to determine the destination of assets during lifetime and thereafter, and to afford a degree of control and flexibility to our clients. We are widely regarded as specialists in this field, providing expert and reassuring advice to our clients and their family in respect of their personal and financial needs from the cradle to grave.

Our Services Include:

  • Drafting of will;
  • Business succession planning;
  • Estate planning and succession advice;
  • Court of protection;
  • Creation and administration of trusts;
  • Inheritance tax advice;
  • Devising of strategy to devolve corporate assets among beneficiaries; and
  • Trusts for people with learning or behavioral difficulties.
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