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Snehal Patil

Snehal Patil


https://www.induscounsel.com/our-team.html

Areas of Focus: Life and Legacy Planning, Kids Protection Planning

Licensed States: California

What to expect from Snehal Patil

  • A 15 - minute introductory call to understand your goals and needs
  • 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
  • Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
  • A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
  • A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.

About Snehal Patil

Snehal Patil is the founder, CEO and Managing Partner of IndUS Counsel. Snehal has over two decades of experience as an attorney in the United States and India, and is dual-licensed to practice law in both countries. He is fluent in Hindi and Marathi.

Snehal has extensive experience in estate planning matters, including asset protection, kids protection, business succession planning, family wealth planning, setting up of revocable and irrevocable trusts, third-party supplemental needs trusts, estate tax and gift tax planning, and trust administration. He routinely counsels clients on strategies aimed at preservation and transfer of inter-generational wealth, including setting up of rental LLCs, multi-state entities, and complex business structures. Snehal is also well versed with estate planning matters relating to India. To date, Snehal has represented thousands of individuals and families in securing their life and legacy for future generations.
Snehal also has in-depth experience as a corporate lawyer representing startups, emerging growth businesses, and Fortune 500 companies in corporate formations, equity issuance, stock options and executive compensation plans, commercial and technology contracts, debt financings, private equity and venture financing, business buy-sell agreements, mergers and acquisitions, exit strategies and dissolutions, and U.S.-India transactions.

Snehal is a former member of India’s prestigious Civil Services to which he was appointed by the President of India. He was also recommended for appointment to India’s Cabinet Secretariat, headed by the Prime Minister of India. Snehal previously worked at India’s top law firm, DSK Legal (formerly, Andersen Legal India), and subsequently at three AmLaw 100 firms, Thelen LLP, Perkins Coie LLP, and Sheppard, Mullin, Richter & Hampton LLP in their San Francisco and Palo Alto offices. He was also a partner at a national U.S. law firm where he chaired the firm’s India Practice.

THE PERSONAL FAMILY LAWYER PROMISE

What makes PFL lawyers different?

  • Asset-1how-you-hire
    How you hire us.

    We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.

  • Asset-1@3x
    How we plan.

    We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.

  • Asset-1what-we-protect
    What we protect.

    Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.

  • Asset-1transparency
    What you see.

    Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.

  • Asset-1DElivery
    How we deliver.

    Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.

  • Asset-1work-150x150
    How our plans work.

    One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.

Contact Snehal Patil

Complete the form below to reach out and schedule your 15-minute discovery call.