Anand Rathi Insurance Brokers (ARIBL)

Estate Planner

Anand Rathi Insurance Brokers (ARIBL)
Bangalore
Not disclosed
0 - 2 Years
Posted:
1 month ago
Full time
Applicants:
0
Job Description
Job description
We are hiring a qualified lawyer in our Estate Planning team in Kolkata and Bengaluru. Only female candidate should apply.


Job Description:

Advising and consulting with clients through active participation in meetings on Estate Planning and Private family trusts

Drafting legal documents relating to Estate Planning and Private Family Trusts viz. Trust Deeds, WILLs, ancillary documents like Gift Deeds, Affidavits, Board Resolutions, etc.

Research on Indian case laws, case studies related to Estate Planning / Trusts

Co-ordination with Relationship Managers / Private Bankers for Trust Structures, Trust/Will documentation

Creation/modification of Estate Planning related content viz. FAQs, Case Studies, Articles, Presentations


Pre-requisites OR skills to be acquired:

Understanding of various laws & regulations viz. Indian Trusts Act, Indian Succession Act, Personal laws relating to Succession (Hindu Succession Act, Muslim Law, etc.), Transfer of Property Act

Understanding Tax implications pertaining to Trusts in India (Taxation of Trusts, Stamp Duty, Gift Tax, Capital Gains Tax, etc.)
- Basic Understanding of Excel for creating and maintaining MIS


Qualification:
Qualification required LLB (3 years or 5 years) - Fresh LLB graduate. 6 months to 1 year experience also can be considered.


Role: Trading, Asset & Wealth Management - Other
Industry Type: Financial Services (Asset Management)
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Role Category: Trading, Asset & Wealth Management

Education
UG: LLB in Law

Key Skills
Estate Planning Drafting Deeds Legal Documentation Advisory Drafting Agreements
Planning Skills case studies Agreements Law Activities
Job Requirment
Role:
Trading, Asset & Wealth Management
Industry:
Financial Services
Department:
BFSI, Investments & Trading
Employment Type:
Full time
Education
Graduate
Skills
Legal Documentation
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