Level-1
Unit - 1 Introduction to Estate Planning
7 Lessons
02:45:35 Hours
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Chapter - 1 Introduction to Estate planning
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Chapter - 2 Estate Planning Process
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Chapter - 3 Goal Setting
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Chapter - 4 The Basic Tools of Estate Planning
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Chapter - 5 Business Succession Planning
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Chapter - 6 Philanthropy and Charitable Planning
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01- Chartered Trust Estate Planner CTEP-1 By Dr. Deepak Jain
02:45:35
Unit - 2 Laws Affecting Estate Planning
9 Lessons
02:40:07 Hours
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Chapter - 1 Introduction to Law
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Chapter - 2 Meaning and Essentials of a Contract
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Chapter - 3 Law of Agency
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Chapter - 4 Formation of Companies
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Chapter - 5 Various Acts
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Chapter - 6 Anti-Money Laundering
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Chapter - 7 Hindu Personal Law
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Chapter - 8 Muslim Personal Law
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02- Chartered Trust Estate Planner CTEP-2 By Dr. Deepak Jain
02:40:07
Unit - 3 Personal & Intestate Succession Laws in India
14 Lessons
02:55:49 Hours
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Chapter 1 - Introduction
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Chapter - 2 Indian Succession Act, 1925
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Chapter - 3 Hindu Succession Act
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Chapter - 4 Coparcenary Property Under HSA
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Chapter - 5 Succession in Case of Males Under HSA
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Chapter - 6 Succession in Case of Females Under HSA
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Chapter - 7 Minority and Guardianship Act 1956
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Chapter - 8 The Hindu Adoption and Maintenance Act, 1956
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Chapter - 9 Mitakshara and Dhayabaga Schools of Hindu Law
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Chapter - 10 Muslim Law
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Chapter - 11 Gifts Under Muslim Law
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Chapter - 12 Wakfs Under Muslim Law
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Chapter - 13 Goa Civil Code
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03- Chartered Trust Estate Planner CTEP-3 By Dr. Deepak Jain
02:55:49
Unit - 4 Wills and Testamentary Succession
14 Lessons
02:48:37 Hours
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04- Chartered Trust Estate Planner CTEP-4 By Dr. Deepak Jain
02:48:37
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Chapter 1 - Introduction to Testamentary Succession
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Chapter 2 - Eligibility and Capacity to Make a Will
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Chapter 3 - Different Types of WILLS
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Chapter 4 - Execution, Attestation and Registration of Wills
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Chapter 5 - Revocation, Alteration and Revival of Wills
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Chapter 6 - Beneficiaries and Bequests Under a Will
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Chapter 7 - Property Subject to Testamentary Disposition
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Chapter 8 - Probate and Letters of Administration
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Chapter 9 - Drafting a Legally Valid Will
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Chapter 10 - Special Considerations for Testamentary Succession
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Chapter 11 - NRI Wills
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Chapter 12 - Executing a Will
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Chapter 13 - Tax Implications of Succession
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Unit - 5 Trust Planning in India
12 Lessons
02:51:01 Hours
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05- Chartered Trust Estate Planner CTEP-5 By Dr. Deepak Jain
02:51:01
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Chapter 1 - Foundations and Legal Framework
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Chapter 2 - Creation and Management of Trusts
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Chapter 3 - Managing Trust Property and Assets
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Chapter 4 - Trust for UnBorn Person and other Relatives
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Chapter 5 - Regulatory and Compliance Considerations
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Chapter 6 - Oral and Specific Beneficiary Trusts
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Chapter 7 - Religious and Charitable Trusts
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Chapter 8 - Practical Considerations and Advanced Topics
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Chapter 9 - Modern Challenges and Future Considerations
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Chapter - 10 Private Business Trust
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Chapter - 11 Society as a form of charitable Organization
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Unit - 6 International Estate Planning
6 Lessons
02:28:15 Hours
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06- Chartered Trust Estate Planner CTEP-6
02:28:15
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Chapter - 1 Estate Planning in Singapore
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Chapter - 2 Estate Planning in the UK
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Chapter - 3 Estate Planning in the US
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Chapter - 4 Estate Planning in the UAE
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Chapter - 5 FEMA Regulations in Estate Planning
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