Legal- Estate PlanningKotak Private • Mumbai, Maharashtra, India
Legal- Estate Planning
Kotak Private • Mumbai, Maharashtra, India
3 days ago
Job descriptionTo suggest and provide inputs on estate plan / trust structuring pertaining to Estate Planning division; Documentation work including drafting trust deeds, amendments to the trust deeds, mandate letters, NDAs and other ancillary documentation with respect to Estate Planning division; To discuss and finalize the trust deed / s and other ancillary documentation with the client and their legal and tax counsels; To conduct diligence on the company where shares proposed to be transferred are promoters’ shares and to review & provide inputs of SHA / SPA / deed of adherence and other documents which may be required from investors’ for limiting the liability of the trusts; To review and provide inputs on title documentation pertaining to the immovable properties proposed to be settled into the trust / s including finalizing the sale deeds and ancillary documents and coordinating in registration of the sale deed; To review and provide inputs on the documents (inter-alia PMS Agreement, Assets Advisory Agreements, subscription forms and letters) pertaining to investments from the trust;
To draft / review and finalise documents pertaining to lending / borrowing / security creation by / from the trusts.
- To coordinate with the business team, tax team and operations team on finalization the trust documentation and various transactions envisaged through the trust / s;
- To research on various laws and regulations impacting the estate planning structure of the client and address client’s queries (inter-alia Indian Trusts Act, Companies Act, 2013, Succession Act, Transfer of Property Act, Stamp Acts, FATCA, SEBI Regulations etc.);
To review and update from time to time the processes for various activities of Estate Planning division.
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Planning • Mumbai, Maharashtra, India
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