Key Responsibilities
- Provide advisory solutions in estate and succession planning.
- Should be a financial/tax expertise as well as legal expertise
- Deep understanding of income tax, capital gains tax, and gift tax combined with an LLB''s grasp of legal instruments, allows structuring transfers (through wills, trusts, HUF partitions) in a way that minimizes tax liability legally.
- Draft shareholder agreements, valuate business assets, and advise on the most tax-productive ownership structure simultaneously
- For NRIs or clients with foreign assets, estate planning involves FEMA, RBI regulations, double taxation avoidance agreements (DTAAs), and foreign succession laws, knowledge is mandatory .
- Estate plans must comply with the Income Tax Act, Transfer of Property Act, Registration Act, Stamp Duty laws, and more.
- A CA, LLB ensures the plan is both financially optimal and legally watertight, thereby reducing the risk of the plan being challenged or taxed unexpectedly later.
- Coordinate with internal legal, compliance, and operations teams
- Manage and nurture long-term client relationships
- Ensure high standards of client experience and service quality.

Eligibility & Requirements
- Age: 30years +.

📌 Estate & Succession Planning Professional - Business Development (Delhi)
🏢 Universal Trusteeship Services
📍 Delhi