Log in

Estate Planning Council of CANADA

Estate Planning For India - 05/22

    View cart


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

About EPCC

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

We link and support Estate Planners across Canada and represent a global community online.

Featured members

2024 Copyright © Estate Planning Council of Canada.  All rights reserved.

View our policies:  Privacy Policy, Terms of Use, Cookie Policy