Private clients often need specialized legal services for estate planning, will preparation, and probate applications. High-net-worth individuals, in particular, require guidance on establishing family trusts and managing their wealth efficiently, both domestically and internationally. Effective estate planning involves creating strategies for passing down assets, maximizing tax benefits, and ensuring smooth succession planning.
Navigating the legal landscape for private clients can be challenging due to the intricacies of family, succession, inheritance, and trust laws. Establishing trusts in favorable jurisdictions, drafting comprehensive family constitutions, and managing wealth for future generations require careful planning and attention to detail. Legal proceedings related to probate, inheritance disputes, and asset division add further complexity, often necessitating court approval and meticulous documentation.
Lex Panacea focuses on providing legal services to private clients, including the preparation of wills, probate applications, and estate planning. The company has served numerous high-net-worth individuals, offering guidance within India as well as internationally.
● Drafting and executing wills, testamentary documents, and powers of attorney for medical incapacitation, as well as establishing guardianships for minors or individuals with disabilities.
●Providing assistance in obtaining probate.
● Developing succession plans through private family trusts to protect assets and separate personal assets from business and commercial liabilities.
● Setting up family office structures to consolidate and manage family wealth for investments both in India and internationally.
● Conducting diagnostic reviews of historical succession planning frameworks and modernizing them to align with contemporary realities and long-term aspirations of multi-generational families.
● Establishing family governance mechanisms to address leadership transitions, continuity planning, and conflict management for listed companies and family businesses.
● Mitigating existing or potential conflicts through the execution of family arrangements and settlements.
● Structuring cross-border assets and properties in a tax and regulatory-compliant manner for families with members domiciled or residing in foreign jurisdictions.
●Streamlining and consolidating family business interests, especially at the pre-IPO stage for established companies and the pre-funding stage for emerging startups.
● Developing strategies for managing family reputation and navigating crises.
● Assisting with philanthropic initiatives of families and businesses in a tax-efficient and regulatory-compliant manner, integrating CSR obligations with the family’s charitable activities.
● Providing legal support for the acquisition of luxury assets, art, and antiquities.
●Offering risk management and regulatory advice, including compliance with securities laws, takeover regulations, and Indian foreign exchange regulations, and liaising with regulatory bodies such as the RBI and SEBI when necessary.
● Advising institutional trustees, private trust companies, and fiduciaries on trust management services and fulfilling their obligations towards trusts or beneficiaries.
Our objective is to offer our clients exceptionally effective, top-quality service with personalized engagement and meticulous attention to detail. We are certain that our extensive expertise and unmatched experience in this industry will enable us to successfully meet the needs of current and prospective clients, including individuals, companies, and global industry leaders, while adhering to the highest international standards of excellence.
DISCLAIMER & CONFIRMATION
Under the rules of the Bar Council of India, LEX PANACEA LLP (the “Firm”) is prohibited from soliciting work or advertising. By clicking, “I Agree” below, the user acknowledges that:
There has been no advertisement, personal communication, solicitation, invitation, or inducement of any sort whatsoever from the Firm or any of its members to solicit any work or advertise through this website.
▪ The purpose of this website is to provide the user with information about the Firm, its practice areas, its advocates, and solicitors.
▪ The user wishes to gain more information about the Firm for his/her information and personal/ professional use.
▪ The information about the Firm is provided to the user only on his/ her specific request and any information obtained or materials downloaded from this website are completely at the user’s volition and any transmission, receipt, or use of this website would not create any lawyer-client relationship.
▪ This website is not intended to be a source of advertising or solicitation and the contents hereof should not be construed as legal advice in any manner whatsoever.
▪ The Firm is not liable for any consequence of any action taken by the user relying on material/ information provided under this website. In cases where the user requires any assistance, he/she must seek independent legal advice.
▪ The content of this website is the Intellectual Property of the Firm.
Please read and accept our website’s Terms of Use and our Privacy Policy