A Series on Estate Planning: The Fundamentals
WisdomCircle, in association with Yellow, presents a Series on Estate Planning for our WisGen community.
We saw a lot of engagement and interest in the first session that Yellow conducted in April, and on popular demand are bringing them back for a five-part series.
What we will cover in this series?
The Fundamentals of Estate Planning (this session)
Importance of Estate Planning
Practical issues governing nomination and transfer of assets post demise
Laws governing senior citizens in succession matters
Tools of Estate Planning (Will/Trusts/Gift etc.)
About the Speakers
Aditi is a lawyer with 12+ years of experience in estate planning and commercial law. Previously, she has worked with Kotak Mahindra Trusteeship, MUFG Bank, and Paras Kuhad & Associates, Advocates. Her areas of specialty include consulting on Will creation and structuring of trusts to ensure the smooth inter-generational transfer of assets, insolvency protection, estate duty protection, etc. At Yellow, she heads the legal affairs team and is focused on providing legal expertise and guidance in the development of their products and services, as well as for the customers.
Nikhil, a CA by profession, has spent a large chunk of his 15-year career at two of the “Big Four” involved in estate planning, taxation, and M&A transactions. Most recently he has been exclusively focused on succession planning as the regional head for southern India at one of India’s largest wealth management firms. At Yellow, he is building a team of estate planning experts to provide users with best-in-class support to complement the tech platform.
