Estate Planning Course
What will I learn?
Become proficient in the fundamentals of estate planning with our comprehensive course tailored for finance professionals in India. Explore critical areas such as establishing education funds for children, setting up trusts, and understanding guardianship matters within the Indian context. Learn how to draft wills, examine different types of trusts relevant in India, and understand the nuances of power of attorney. Develop your abilities in presenting estate plans, understand Indian estate tax laws and related regulations, and utilize asset valuation methods. Steer clear of typical legal errors and discover effective strategies for minimising estate taxes as per Indian laws. Advance your knowledge and safeguard your clients' financial futures in India.
Develop skills
Enhance the development of the practical skills mentioned below
Master estate planning instruments: wills, trusts, and directives suitable for India.
Navigate Indian estate tax laws: state and central perspectives.
Enhance asset valuation: businesses, real estate, retirement accounts in India.
Draft precise legal documents: avoid common mistakes relevant to Indian law.
Optimize tax strategies: gifting and charitable donations in the Indian context.
Suggested summary
Workload: between 4 and 360 hours
Before starting, you can modify the chapters and the workload.
- Choose which chapter to start with
- Add or remove chapters
- Increase or decrease the course workload
Examples of chapters you can add
You will be able to generate more chapters like the examples below
This is a free course, focused on personal and professional development. It is not equivalent to a technical, undergraduate, or postgraduate course, but provides practical and relevant knowledge for your professional journey.