Trusts: Safeguard your assets for generations to come
All about inheritance law and trusts, estate planning tools
-
Date
IST 05:00 PM
Time
Online
Location
60 Seats Left
Seating Capacity
Silver Talkies
Organized By
Description
Join this
informative session with Yellow experts on inheritance law to learn about Trusts as
an estate planning tool and how they differ from Wills. The session will
cover the types of Trusts, and
their
tax implications and use real-life case studies to provide insights.
Every individual has unique financial goals and objectives. A private Trust is
tailored to meet specific needs and provide personalised solutions that align
with one's vision for the future.
Key takeaways for those who attend this session
- Overview of Estate Planning tools
- What is a Trust?
- How is a Trust different from a Will?
- When should you make a Trust?
- Real-life case studies
to understand how a Trust is beneficial in achieving specific goals.
Yellow is the only end-to-end digitally enabled Estate Planning
solution in India. With 50+ combined years of experience, Yellow's experts
have helped Indian families protect over Rs 42,000 crores of assets.
Speaker or Facilitator details
Nikhil Varghese
Host Name
Nikhil, a CA by profession, spent a large portion of his 15-year career at PwC and Ernst & Young involved in estate planning, taxation, and M&A transactions. Most recently he advised Indian and NRI HNIs and UHNIs, family offices, and businesses as the South India regional head for estate planning at IIFL Wealth. At Yellow, he is building a team of estate planning experts to provide users with best-in-class support to complement our tech platform. He is also focused on strategy and finance matters.
Aditi Joshi
Host Name
Aditi is a lawyer with 12+ years of experience in estate planning and commercial law. Previously, she has worked with Kotak Mahindra Trusteeship, MUFG Bank, and Paras Kuhad & Associates, Advocates. Her areas of specialty include consulting on Will creation and structuring of trusts to ensure the smooth inter-generational transfer of assets, insolvency protection, estate duty protection, etc. At Yellow, she heads the legal affairs team.
Silvertalkies Experience
Best Experts
Hand-picked facilitators with wealth of knowledge and years of experience.
Well Planned Sessions
Well-structured and suitably paced sessions allowing time for interactions.
Customer Reviews
Registration Price
Free
Not a Premium member of Silver Talkies Club?
K.Harendranath
I would be interested As it is finance related
Kamalini Jassem
Interested in this topic
sibi prahalada satish
Sibi prahalada satish
kanagasabai v
Quite useful and interesting
H Ashok Shetty
Link please
Priya Naidu
Very interested in this topic
Ramachandra setty
I'm looking forward to hear your talks
Premi Shenoy
Heard a few sessions Very well done
Bharathi Bhaskar
Interested in the subject
CHANDRASHEKAR.B.N.
INTRESTED