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Estate Planning

Estate planning serves as a crucial cornerstone for individuals and businesses alike, ensuring the seamless transition and preservation of assets for future generations. At JBR Law Firm, we recognize the paramount importance of estate planning in both the international and Indian contexts. From managing assets and mitigating risks to facilitating cross-border transitions, our specialized services cater to the diverse needs of clients seeking to safeguard their legacies.

Our Services

Structuring of Assets

We assist in structuring the manner of devolution and distribution of assets, including setting up trust structures and devising mechanisms for estate planning and wealth management.

Advisory on

HUF Matters

Guidance on matters related to Hindu Undivided Families (HUF) and their estate planning.

Trust Formation

Assisting in the formation of trusts to protect and manage assets for beneficiaries.

Wills

Drafting and advising on wills to ensure the proper distribution of assets according to the wishes of the testator.

Gifts

Advising on gifting strategies to transfer assets during the lifetime of the donor.

Family Settlements

Facilitating amicable resolutions of disputes within families regarding property and assets.

Partition

Assisting in the partition of joint family properties or assets among family members.

Partition

Assisting in the partition of joint family properties or assets among family members.

Relinquishment

Providing legal guidance on relinquishment of rights or interests in assets.

Restructuring of Family Business

Advising on the restructuring of family businesses for efficient estate planning and succession.

Asset Protection

Helping secure personal assets from business and creditor risks through ring fencing strategies.

Maintenance of Dependents

Offering solutions for providing ongoing support and care for dependents to ensure their well-being.

Asset Distribution

Ensuring efficient and equitable distribution of assets through strategic planning and documentation

Our diverse clientele includes high net worth individuals (HNIs), charitable foundations, multi-generational families, and business owners with complex estate structures. We also serve individuals planning charitable legacies, professionals seeking asset protection, retirees planning their estates, and expatriates with cross-border concerns.

In estate planning, our services span various sectors, including finance, real estate, healthcare, technology, manufacturing, retail, hospitality, energy, legal, and nonprofit. We offer tailored solutions to protect assets, manage succession, and ensure long-term sustainability for businesses and organizations across industries.