Estate Planner

• Advising and consulting with clients through active participation in meetings on Estate Planning and Private family trusts
• Drafting legal documents relating to Estate Planning and Private Family Trusts viz. Trust Deeds, WILLs, ancillary documents like Gift Deeds, Affidavits, Board Resolutions, etc.
• Research on Indian case laws, case studies related to Estate Planning / Trusts
• Co-ordination with Relationship Managers / Private Bankers for Trust Structures, Trust/Will documentation
• Creation/modification of Estate Planning related content viz. FAQs, Case Studies, Articles, Presentations

Pre-requisites OR skills to be acquired:

• Understanding of various laws & regulations viz. Indian Trusts Act, Indian Succession Act, Personal laws relating to Succession (Hindu Succession Act, Muslim Law, etc.), Transfer of Property Act
• Understanding Tax implications pertaining to Trusts in India (Taxation of Trusts, Stamp Duty, Gift Tax, Capital Gains Tax, etc.)
• - Basic Understanding of Excel for creating and maintaining MIS

Qualification:

Qualification required LLB (3 years or 5 years) - Fresh LLB graduate. 1 to 3 years of experience.