Intensive Workshop On Wealth & Succession Planning And Estate Taxation – Tax, Legal And Regulatory Aspects [Physical Mode]

Update: 2025-03-17 12:18 GMT
Intensive Workshop On Wealth & Succession Planning And Estate Taxation – Tax, Legal And Regulatory Aspects [Physical Mode]
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The Chamber of Tax Consultants is inviting all to enroll for the upcoming workshop on Wealth & Succession Planning and Estate Taxation. This full-day, in-person event is designed in an advanced workshop format which will delve into essential topics such as wealth and succession planning, legal and regulatory frameworks, estate taxation, FEMA provisions, and more. Our esteemed speakers...

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The Chamber of Tax Consultants is inviting all to enroll for the upcoming workshop on Wealth & Succession Planning and Estate Taxation. This full-day, in-person event is designed in an advanced workshop format which will delve into essential topics such as wealth and succession planning, legal and regulatory frameworks, estate taxation, FEMA provisions, and more. Our esteemed speakers and expert panelists will share valuable technical insights including through practical case studies and strategies to help you navigate these complex areas. 

Date & Time

Saturday, 22nd March, 2025
8.45 am – 5.30 pm

Venue

Hotel Sahara Star
Chhatrapati Shivaji International Airport, Terminal 1, 70-C, Nehru Road, Vile Parle (East),
Mumbai 400047

Participation Fees:-

Particulars

Early Bird Fees upto
15th March 2025

Fees from 16th March 2025 onwards

CTC Members

Rs 4.000/- + Rs. 720/- (GST) = Rs. 4,720/-

Rs 4.500/- + Rs. 810/- (GST) = Rs. 5,310/-

Non-Members

Rs.5,000/- + Rs. 900/- (GST) = Rs. 5,900/-

Rs.5,500/- + Rs. 990/- (GST) = Rs. 6,490/-

Participation Fees (including breakfast, lunch and high tea) to be paid online on the website: CLICK HERE to make payment

S.No

Time

Topic

Speaker

1

8.45 am – 9.30 am

Registrations and breakfast

2

9.30 am - 9.45 am

Welcome address

3

9.45 am – 10.30 am

Overview of Wealth & Succession Planning and its Rationale. The
Circumstances leading to Provision of arrangement between the inheritors of the wealth and the Business Instruments for Succession, its use, limitations and impact on Laws affecting such instruments

CA Gautam Doshi

4

10.30 am – 11.30 am

The Legal and Regulatory aspects Governing Succession / Intestate Succession, Will and Probate
Law of Will, Trust and Personal laws Governing the individuals and families and impact of taxation and Regulatory regime in India

Ms. Radhika Gaggar
Partner, Co-head – Private Client, Cyril Amarchand Mangaldas

5

11.30 am – 11.45 am

Tea Break

6

11.45 am – 1.15 pm

Taxation of Estate under Succession by Gift through trust or any other mode of Succession

CA Yogesh Thar
Senior Partner, Bansi S Mehta & Co.

7

1.15 pm –
2.15 PM

Lunch

8

2.15 pm –
3.30 pm

FEMA – Wealth and Succession planning modes and Instruments, Provisions of FEMA applicable to transactions of Gift, Estate and succession through Trust

CA Paresh Shah
Founder & Managing Partner P. P. Shah & Associates

9

3.30 pm –
3.45 pm

Tea Break

10

3.45 pm –
5.15 pm

Brain Trust Session – Panel Discussion

CA Dinesh Kanabar -
CEO, Dhruva Advisors LLP
Chairperson & Moderator

Panelists:
CA Girish Vanwari
Founder, Transaction Square

Mr. Girish Venkatraman,
360 ONE Wealth

CA Parul Jain
Head, International Tax Practice, Nishith Desai Associates

11

5.15 pm - 5.30 pm

Concluding address and vote of thanks



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