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Estate Planning Council of CANADA

Estate Planning for Clients with Ties to India

  • May 31, 2023
  • 12:00 PM - 1:30 PM (EDT)
  • Virtual


Registration is closed

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



Registration $35 - (1.5 hours)

No Charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information

You can forward this link to Colleagues:  https://www.epc-canada.org/event-5208763

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.

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