The Estate Planning Practice - Role of and Benefits to the Lawyers, CAs, and Finance Professionals!

Sr. Adv. Satyajeet Desai

Mr. Satyajeet Desai is a Senior Advocate practicing in the Gujarat High Court and the Supreme Court of India for over 30 years. Mr. Desai is also the Revising Author of Indiaâ?Ts bestselling commentaries on inheritance and succession amongst Hinduâ?Ts, Mulla on Hindu Law and on partnership, S.T.Desai on Partnership.

Mohini - Founder, SOLUFIN

Mohini Mahadevia, founder of SOLUFIN is one of the youngest, CFPs in the country with over 7 years of experience in personal finance. She works as a personal finance professional and legal consultant to her clients and is also a visiting faculty at a leading college in Mumbai. She enjoys donning the hats of a sounding board for financial decisions, legal advisor, trainer, consultant and writer and is involved in various initiatives within the personal finance community.

Her writings have been published by Network FP, FP Study Circle, etc and she has been a speaker at various investor awareness webinars as well as professional development webinars hosted by Network FP on practice management, estate planning and moderations of talks given by senior financial advisors.

Bandish Soparkar

Bandish Soparkar is a qualified chartered accountant and a praciticing tax attorney with the Gujarat High Court and various tribunals in Gujarat. A graduate of Gujarat Univeristy and a rank holder in the CA Tax papers, he advises corporates and individuals in the fields of domestic and international taxation and transfer pricing. He has also completed his masters in political science and studies democracy as a tool of social design and litigate cases that determine relationship between the state and people in the areas of private affairs, public life and taxation.

Savan Godiawala - Partner, Corporate Finance, Deloitte India

Visiting faculty, Indian Institute of Mgt. Ahmedabad Savan is Partner, Deloitte Touche Tohmatsu India LLP, with over 29 years of experience in providing service in the areas of Mergers & Acquisitions, Private Equity, Debt Syndication, Restructuring, Business Valuation, and Financial Due Diligence. Savan has extensive experience in serving large national and multi-national clients across several industries. Savan is a PhD in management, a Chartered Accountant, holds bachelors degrees in Law & Commerce, and a qualified insolvency professional. Savan is a visiting faculty at Indian Institute of Management Ahmedabad for last 13 years. Savan is regularly invited as a speaker for various public conferences and regularly contribute articles in professional and industry journals. He has also co- authored a book on â?~Business Taxationâ?T published by McGraw Hill. Savan is an angel investor and a mentor to many start-ups. He has also been on board and committees of several professional, industries and social associations.

Mr Tariq Aboobaker, Managing Director, Amicorp Trustees

Tariq Aboobaker is a seasoned professional with a diverse career spanning over two decades across multiple industries.

A quick thinker and a store of house of innovative ideas and business practices, he has been instrumental in shaping Amicorpâ?Ts nascent Trusteeship business in India, backed by his vast experience and expertise with strong focus on restructuring, innovation and expansion to set up the estate planning vertical.

His expertise also lies in assisting multiple large families, business houses and high net worth individuals having wealth across various asset classes and complex business structures with their succession planning and asset protection needs keeping in mind various tax laws, estate duties, inheritance laws and other succession laws across countries.

Neerav Daad

Neerav Daad is a qualified Chartered Accountant and Consultant practising in direct and international taxation. He has been representing taxation matters in the Income Tax Department, Appeals the Income Tax Appellate Tribunal (ITAT) and various other Tax forums for over 7 years.

Neerav and his firm offer well-mitigated Transactions Advisory Services and dynamic solutions to tax related problems for assessees. Neerav specialises in offering structured solutions to complex problems in areas including Search actions by Income Tax Dept. As well as start-ups, Income Tax search cases along with matters under the new Black Money Act and the Benami Prohibition Transactions Act. More importantly helping the assessee understand the law, procedure, consequences along with penal consequences and in the process offering solutions based on individual problems.

Neerav advocates for the enhancement of procedural matters in light of advancing technology which addresses problems for both the clients as well as the Income Tax Department. He takes keen interest in the digitalisation of various aspects involved in the field, and is directly involved in the implementation of new software and systems being implemented by the CBDT. Thereon he ensures that assessees understand the new technology adopted with the help of in-depth analysis of the subject matter.

In parallel, Neerav is an independent investor and runs a One stop solution for start-ups , where he provides consultation to upcoming start-ups regarding their structure, financial analysis and to leverage different initiatives by separate departments of the government while also helping them raise funds while vetting the start up diligently for his investors as well. Mr. Dad has been a visiting faculty at DTRTI Ahmedabad, as well as a guest speaker at various educational institutions and the chambers of commerce. He also offers his professional services pro bono to those in need. Beyond his professional calling, Neerav is a history buff, enjoys new gadgets and technology, loves travelling and is fond of making new acquaintances.