Private Client Series

WEALTH TALKS
10 Nov 2020
India Private Client
In this Wealth Talks, we shall consider the application of Indian divorce, succession and matrimonial property laws both within India and also where there is an International cross border element. We shall also consider the equivalent position of an NRI with assets in India, UAE, UK as well as the US.
Two unique case studies will be considered:
Case Study No. 1
This case study relates to a domestic Indian citizen, resident domiciliary HNWI and will consider the interaction of Indian divorce, succession and matrimonial property laws both to assets situated in India as well as assets held in the UAE, UK and the US. Assets held personally or via a trust will also be taken into consideration. Application of jurisdictional tax as well as tax and financial account reporting laws will also be considered including CRS and FATCA Reporting.
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Case Study No. 2
This case study relates to a US resident Indian citizen and will consider the interaction of California divorce, succession and matrimonial community property laws both to assets situated in California as well as assets held in the UAE, UK and India. Assets held personally or via a foreign trust will also be taken into account.
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Zac Lucas
Partner
McCarthy Denning
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Shreya Rao
Partner,
AZB & Partners

Ivan Lu
Registered Foreign Lawyer,
Butler Snow

Diana Hamade
Managing Partner,
Diana Hamade Aorneys at Law

John Shoemaker
Registered Foreign Lawyer
Butter Snow
Meet the Speakers:
Listen to the podcast
View the recording
EXPLORE WEALTH TALKS
Governance & Succession
Family Business
Family Office Series
The Governance & Succession series of talks is designed to bring together industry experts to explore the challenges and opportunities faced by business families when considering governance and succession to the family business.
The emergence of the Single Family Office is also explored, along with the need for families as well as business professionals to understand the need for robust family office governance and succession plans.
Private Client Series
The private client series of talks bring together senior industry practitioners to gain insight and understanding on legal, tax and private wealth issues facing HNW individuals and clients across Asia, particularly in light of the continuing COVID-19 crisis.
In each talk, we shall consider the application of one country's divorce, succession and matrimonial property laws both within the country and also where there is an International element.