Workshop on Wealth & Succession Planning and Estate Taxation (Physical Mode)

The Chamber of Tax Consultants cordially invites you to enroll for the enriching Workshop on Wealth & Succession Planning and Estate Taxation. This full-day event will cover key topics such as wealth and succession planning, surrounding legal and regulatory frameworks, taxation of estates, FEMA provisions and more. The workshop will feature eminent speakers and a panel discussion with experts. Don’t miss this opportunity to gain valuable insights into wealth and succession planning and strategies. We look forward to your enrollment and presence!
 

Date & Time	Saturday, 22nd March, 2025 9.00 am – 5.30 pm
Venue	Hotel Sahara Star Chhatrapati Shivaji International Airport, Terminal 1,  70-C, Nehru Road, Vile Parle  (East), Mumbai 400047

Participation Fees:-

Particulars	Early Bird Fees upto 15th March 2025	Fees from 16th March 2025 onwards
CTC Members	Rs. 4,000/- + Rs. 720/- (GST) = Rs. 4,720/-	Rs. 4,500/- + Rs. 810/- (GST) = Rs. 5,310/-
Non-Members	Rs. 5,000/- + Rs. 900/- (GST) = Rs. 5,900/-	Rs. 5,500/- + Rs. 990/- (GST) = Rs. 6,490/-

Participation Fees (including breakfast, lunch and high tea) to be paid online on the website: CLICK HERE to make payment
 

S.No	Time	Topic	Speaker
1	8.45 am – 9.30 am	Registrations and breakfast
2	9.30 am – 9.45 am	Welcome address
3	9.45 am – 10.30 am	Overview of Wealth and Succession Planning and its Rationale. The Circumstances leading to Provision of arrangement between the inheritors of the wealth and the Business Instruments for Succession, its use, limitations and impact on Laws affecting such instruments	CA Gautam Doshi
4	10.30 am – 11.30 am	The Legal and Regulatory aspects Governing Succession / Intestate Succession, Will and Probate Law of Will, Trust and Personal laws Governing the individuals and families and impact of taxation and Regulatory regime in India	Adv. Ashish Ahuja Co-Managing Partner, Wadia Ghandy & Co
5	11.30 am – 11.45 am	Tea Break
6	11.45 am – 1.15 pm	Taxation of Estate under Succession by Gift through trust or any other mode of Succession	CA Yogesh Thar
7	1.15 pm – 2.15 PM	Lunch
8	2.15 pm – 3.30 pm	FEMA – Wealth and Succession planning modes and Instruments, Provisions of FEMA applicable to transactions of Gift, Estate and succession through Trust	CA Paresh Shah
9	3.30 pm – 3.45 pm	Tea Break
10	3.45 pm – 5.15 pm	Brain Trust Session – Panel Discussion	Chairperson & Moderator : CA Dinesh Kanabar  CEO, Dhruva Advisors LLP Panelists: CA Girish Vanwari Founder, Transaction Square Mr. Girish Venkatraman, CEO, 360 ONE Trustee
11	5.15 pm – 5.30 pm	Concluding address and vote of thanks