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