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 CCI Online Learning

Estate Planning for CAs, Financial Planners, and Lawyers

Live Batch Covering the Tax Aspect

11th and 13th February 2021
6 pm (Tentative)

11th February 2021: Tax Laws affecting inheritance - By CA Neerav Daad and CA LLB Bandish Soparkar

a) Relevant laws affecting inheritance with a brief introduction to the important sections

b) Judicial precedents on challenges to inheritance from a tax perspective

c) Structuring your bequests from a tax perspective - Minimizing tax incidence and expenses

d) Structuring through Gift deed v. Transfer by Will v. Trust

13th February 2021: Tax - By Ms. Pallavi Chandrashekhar, Mr. Kunal Savani, Ms. Shruti Raman, and Mr. Tariq Aboobaker

a) Cross Border Estate Planning

b) Expanding your practice as a succession planner

c) Converting leads to clients

Price Rs: 850/-

Register now

Live Batch Covering the Law Aspect

4th and 5th February 2021
6 pm (Tentative)

4th February 2021 - By Sr. Advocate Satyajeet Desai

a) Introduction to estate planning

b) Laws affecting estate planning

c) Wills: Drafting, Registering, Important technical concepts

d) Trust: Trust creation, basic concepts and drafting of trust deed

5th February 2021 - By Sr. Advocate Satyajeet Desai

a) Family Settlement and arrangement

b) Succession planning in Family Business (Family constitution): Aurungzeb Syndrome, Planning for the next generation

Price Rs: 850/-

Register now

Complete Live Course on Estate Planning

4th and 5th February 2021
11th and 13th February 2021
6 pm (Tentative)

Sr. Adv. Satyajeet Desai
CA Neeraj Daad
CA LLB Bandish Soparkar
Ms. Pallavi Chandrashekhar
Mr. Kunal Savani
Ms. Shruti Raman
Mr. Tariq Aboobaker

Price Rs: 1400/-

Register now

About the Course

Building your Estate Planning Practice is aimed at professionals wishing to build an additional revenue income for their practice. It aims at giving a working level knowledge of Relevant laws affecting inheritance with a brief introduction to the important sections, Judicial precedents on challenges to inheritance from a tax perspective, Minimizing tax incidence and expenses, and Expanding your practice as a succession planner etc.

Participants shall receive the following

Notes and Support material on the important aspects of the lecture
Self-paced recorded versions of the lectures
Q&A sessions after each lecture.

Who should enroll in the course:

Any graduate/ college student interested in the following fields:

  • CA/CS/CFP/CMA/CW/Tax consultant
  • Legal advisory services/Lawyer/Barrister/Solicitor
  • Students interested in commerce, wealth management, financial advisory
  • Confidantes/Advisors to HNIs, Family Businesses, Successful Professionals
  • Bank Relationship Managers, Private Client Practice Professionals
  • Professionals working with Mutual Fund Houses, Distributors, Family Offices, Banks, Share Brokers, Accountancy Firms, Financial Services Firms, Insurance companies
  • Investment bankers, private equity professionals, professional trustees
  • Individuals willing to learn and share the knowledge of succession planning
  • Next generation interested in managing wealth

About the Trainer(s):

Kapil Arora

Sr. Adv. Satyajeet Desai- Mr. Satyajeet Desai is a Senior Advocate practicing in the Gujarat High Court and the Supreme Court of India for over 30 years. Mr. Desai is also the Revising Author of India’s bestselling commentaries on inheritance and succession amongst Hindu’s, Mulla on Hindu Law and on partnership, S.T.Desai on Partnership.

CA Neerav Daad- Mr. Neerav Dad is a qualified Chartered Accountant and Consultant practising in direct and international taxation. He has been representing taxation matters in the Income Tax Department, Appeals the Income Tax Appellate Tribunal (ITAT) and various other Tax forums for over 7 years.

Ms. Pallavi Chandrashekhar- Pallavi Chandrasekhar is an LL.M graduate from New York University School of Law, and an attorney qualified to practice in India and New York. She has published various articles on contract law on the iPleaders blog including those on differences between Indian and American, and Indian and Canadian contract laws. Previously she worked at Surana and Surana International Attorneys, Chennai and clerked for Justice Endlaw at the Delhi High Court.

Mr. Bandish Soparkar- Bandish Soparkar is a qualified chartered accountant and a practicing tax attorney with the Gujarat High Court and various tribunals in Gujarat. A graduate of Gujarat University and a rank holder in the CA Tax papers, he advises corporates and individuals in the fields of domestic and international taxation and transfer pricing. He has also completed his masters in political science and studies democracy as a tool of social design and litigate cases that determine the relationship between the state and people in the areas of private affairs, public life and taxation.

Ms. Shruti Raman- Shruthi Raman leads the wills, trusts and estates practice at Loopstra Nixon LLP, a full-service, mid-market law firm in Toronto, Canada. Her practice encompasses all aspects of trust and estate law - wills/trust and incapacity planning, estate litigation and administration.

Mr. Tariq Aboobaker- Tariq Aboobaker is a seasoned professional with a diverse career spanning over two decades across multiple industries. A quick thinker and a store of house of innovative ideas and business practices, he has been instrumental in shaping Amicorp’s nascent Trusteeship business in India, backed by his vast experience and expertise with strong focus on restructuring, innovation and expansion to set up the estate planning vertical.

Mr. Kunal Savani - Kunal Savani is a Director of Cyril Amarchand Mangaldas (the “Firm”). He has 16 years of post-qualification experience. In addition to being a lawyer, he is also a qualified chartered accountant. He has expertise in various aspects of direct tax, such as corporate tax, international tax, in-bound and out-bound M&A transactions.

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Complete Live Course on Estate Planning

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