Estate Planning Attorney
1 week ago
Job Description – Estate Planner
Responsibilities: ─
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.) Qualification – Fresh LLB Graduate (3 years or 5 years) Preferred Job Locations – Bangalore, Pune, & Mumbai
Requirements: ─
Knowledge relating to all kinds of succession laws, estate planning ─ Self-motivated having effective communication, interpersonal, and presentation skills ─ Conceptual clarity ─ Eye for Detail & Innovative thinking ─ Team player
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