Description
Included: Video Recording / Slides / (1.5 hours)
Do you have clients with relatives, property, inheritances or business in India? Learn about inheritance tax and planning strategies for residents and non-residents.
Presenters & Agenda: Shammi Khanna & Sumit Kochar
· Brief Introduction of Estate Planning in India
· Succession Planning for Business Owners
· Factors & Objectives of Estate Planning in India
· Ring Fencing Structures
· Will – Introduction, Valid Will, Formalities etc.
· International Will for NRIs and Foreign Citizens holding assets in India
· Trust – Formation, Types, Structure, Formalities, etc.
· Structuring Trust for NRIs
· 1-2 Case Studies
· Family Constitution & Governance Documentation
· Structuring Family Offices in India
Ruchika Gupta & Shivam Gera
· Overview of Taxation of Private Trust in India
· Residential Status of Trust
· Taxability in the hands of Trustee and Beneficiaries of Trust
· Inheritance Tax in India
· Other issues of Taxation