Legal - Estate Planning-estate Planning-estate

2 months ago


Mumbai, India Kotak Mahindra Full time

To assist in drafting and reviewing of various commercial contracts such as investment agreements, shareholders agreement, share subscription agreement, non-disclosure agreements, lease agreements, sale deeds and other real estate matters, etc.;
- To assist in structuring and drafting trust deed of private family trust/s;
- Assist in review of offer documents (such as PPM, Contribution Agreement, Investment Manager Agreement, Trust Deed) and side letters for various AIF transactions;
- To review the MoA, AOA of the Companies, LLP Agreements, Partnership Firms etc. and to advice on the regulatory compliances applicable to them;
- Collaborating with various stakeholders, structuring and documentation at all stages of the transactions;
- Identify and evaluate impact of ongoing regulatory changes related to SEBI, AIF, RBI, FEMA, Indian Trusts Act, Companies Act, LLP Act, Indian Trusts Act etc.;
- To conduct legal due diligence on companies with respect to the various corporate transactions;
- Providing legal advice to the business, support functions in connection with equity and equity/debt instruments, private equity transactions etc.;
- To research and advice on various general legal, regulatory and other legal matters.



  • Mumbai, Maharashtra, India Kotak Mahindra Full time

    Job Role Understanding Estate Planning through Wills and Trusts. Ability to meet and discuss the Estate Planning concept with clients. Ability to liaise and have detailed discussions on trusts with clients and their family/advisors.Ability to work on multiple matters at the same time and should be able to engage and respond to clients in a timely and...


  • Mumbai, Maharashtra, India Kotak Mahindra Full time

    Job Role - Understanding Estate Planning through Wills and Trusts. Ability to meet and discuss the Estate Planning concept with clients. Ability to liaise and have detailed discussions on trusts with clients and their family/advisors.Ability to work on multiple matters at the same time and should be able to engage and respond to clients in a timely and...


  • Mumbai, Maharashtra, India Kotak Mahindra Full time

    Job Role - Understanding Estate Planning through Wills and Trusts. - Ability to meet and discuss the Estate Planning concept with clients. - Ability to liaise and have detailed discussions on trusts with clients and their family/advisors. - Ability to work on multiple matters at the same time and should be able to engage and respond to clients in a timely...

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  • Head- Will

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    Mumbai, India 1 Finance Full time

    Responsibilities:Lead and manage the will and estate planning team, ensuring a high standard of service delivery and compliance with legal requirementsProvide expert advice and solutions to clients on all aspects of wills, estate planning, trusts, and related tax mattersDevelop and implement strategies to grow the department, enhance client satisfaction, and...

  • Head- Will

    2 months ago


    mumbai, India 1 Finance Full time

    Responsibilities: Lead and manage the will and estate planning team, ensuring a high standard of service delivery and compliance with legal requirements Provide expert advice and solutions to clients on all aspects of wills, estate planning, trusts, and related tax matters Develop and implement strategies to grow the department, enhance client satisfaction,...


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  • Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full time

    Experience &Qualification 12 to 15 years ofexperience in wills estate planning and trustadministration.Should have a Bachelors degree in Law(LLB). SkillsRequired Excellent interpersonaland communication skills.Strong analytical andproblemsolving skills.Commitment to staying informed onchanges in laws and industry practices. JobResponsibilities Lead...


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    To assist in drafting and reviewing of various commercial contracts such as investment agreements, shareholders agreement, share subscription agreement, non-disclosure agreements, lease agreements, sale deeds and other real estate matters, etc.; To assist in structuring and drafting trust deed of private family trust/s; Assist in review of offer documents...


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  • Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time

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