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

LIVELAW NEWS NETWORK

17 March 2025 12:18 PM

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

    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...

    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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