Integrated estate planning that considers your legal and tax objectives simultaneously.
A well crafted estate plan is one of the most important things you can do for your family. At Balance Law, we take an integrated approach that considers both your legal and tax objectives simultaneously, helping you preserve wealth and protect your loved ones.
We work with individuals and business owners to structure their estates efficiently, minimize probate exposure, and ensure their wishes are carried out with clarity and precision.
- Wills and testamentary planning
- Powers of attorney (personal and financial)
- Trusts and trust administration
- Probate applications
- Estate administration
- Estate freezes and business succession
- Spousal and family trusts
- Charitable giving strategies
- Dependant's relief and contested estates
- Cross border estate issues
Designed an integrated estate freeze and family trust structure for a business owner, deferring significant capital gains while ensuring efficient wealth transfer to the next generation.
Wills & Estates
Lawyers in
Wills, Estates, and Succession Planning
Nakul Kohli
Partner & Founder
Siddharth Narang
Legal Analyst
Harshita Atwal
Legal Assistant