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Trust & Estate Planning Leaders Program (TLP) Cohort I

Program Format: Virtual

Program Fee:

For Equalifi Members Complimentary
For Non-Members: INR 3,540

The program fee includes

- Live online sessions
- Instructor notes
- Self-paced assignments
- Discussion groups

Estate planning involves the provision of a set of legal, financial, and accounting advisory services to help clients transfer their assets to heirs in a tax-efficient way. Most estate planners have law, accounting, or finance degrees and certifications—and for good reason. In India, estate planning is a complicated maze of regulations, laws, caste-based practices and judicial interpretations. These all affect how the estate is shared with the next generation.

This program will help the participants in developing a deep understanding of fiduciary duties and responsibilities that go with the role of a trust and estate planner and in understanding the legal and practical realities of creating and administering trusts.

Session	Date	Day	Time	Topic	Faculty
1	November 27	Monday	5 pm – 6 pm	Introduction to Estate and Succession Planning	Tariq Aboobaker Managing Director Amicorp Trustees India
2	November 28	Tuesday	5 pm – 6 pm	Essential Tools of Succession	Tariq Aboobaker Managing Director Amicorp Trustees India
3	November 29	Wednesday	5 pm – 6 pm	Trust Structuring and Management for Domestic and Global Families	Tariq Aboobaker Managing Director Amicorp Trustees India
4	November 30	Thursday	5 pm – 6 pm	Types of Trusts	Tariq Aboobaker Managing Director Amicorp Trustees India
5	December 1	Friday	5 pm – 6 pm	Governance Mechanisms for Family-Owned Businesses	Tariq Aboobaker Managing Director Amicorp Trustees India

Tariq Aboobaker

Managing Director
Amicorp Trustees India

Prior to joining Avendus he was Senior Vice President at Bennet Coleman (Times Group) where he helped the family set up their Family Office. He was instrumental in deciding the scope of the Family Office and its functions beyond wealth management, and the appropriate staffing thereof. The Family office functions included Succession Planning, Tax Planning, Wealth Management, Lifestyle Management, Entity management (for investment companies & Charity Trusts), CSR monitoring and advising on Board constitution of the companies in the group. He then served as the Head of the Family Office for the next 3.5 years. Simultaneously with being the Head Family Office at Times Group, he also worked with other families on their Succession and Estate Planning issues and assisted them with drafting Family Constitutions, formation of trusts and Wills. Over the last decade, since he entered the Estate and Succession planning field, Ashvini has worked with over 300 large and small families, successfully completing quite a few complex and conflictual Succession Planning assignments. This includes transfer of promoter shareholding of companies listed on stock-exchanges by obtaining requisite permissions from SEBI. Prior to joining Times Group, he was the Founder MD and CEO of Universal Trustees Private Limited (UTPL), a company co-promoted by Dileep Choksi and Pradip Shah with ICICI Group as an investor. At UTPL he was responsible for completely setting up the company from scratch and taking it to cash break-even. Ashvini has over 28 years of experience of which 11 years have been as an Estate & Succession Planning Professional. Prior to this he has worked in International Private Banking, Mutual Funds and Capital Markets. He has held senior leadership positions in Private Banking business of ICICI Bank in the USA and UK. He plays an active role in setting up the procedures and systems that in turn help the organisation to hold steady initially and reaps the dividends later reaching new heights. Ashvini is a LLM (Pro) from National Law University, Delhi, PG Diploma Holder in Trust & Estate Practice from STEP UK, an MBA in marketing and a commerce graduate. He is currently pursuing an Advanced Diploma in Family Dispute Resolution from NALSAR, Hyderabad. Ashvini is a member of Society of Trust & Estate Practitioners, UK (STEP), Family Firms Institute, Inc. USA (FFI) and Family office Exchange. He regularly contributes articles to the STEP Journal and The Practitioner by FFI. He has been a part of jury the ET Family Business Awards for the 2018 and 2019 editions and is a regular speaker at Family Business Program at SPJIMR. He has also been a guest speaker at IIM, Ahmedabad. He has also conducted sessions for CII and FICCI. He specialises in Estate and Succession Planning.

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