CPE Seminar on "Comprehensive Succession Planning"
The ICAI Udupi Branch (SIRC) successfully organised a Continuing Professional Education (CPE) seminar on Comprehensive Succession Planning on 26th July 2025. The session covered key legal and practical aspects relating to wills, settlements, releases, partitions, family arrangements, Hindu Undivided Families (HUFs), and private trusts, aimed at enhancing the expertise of Chartered Accountants in estate planning and family wealth management.
- Explanation of the laws and regulations governing succession planning instruments such as wills, settlements, and family arrangements.
- Real-world scenarios and case studies illustrating the application of legal principles in family wealth management and dispute avoidance.
- In-depth discussion on the structure, benefits, and compliance requirements related to Hindu Undivided Families and private trusts.
- Participants actively discussed complex issues, seeking clarifications on succession disputes, tax implications, and documentation.
Awards & Recognition
- A certificate of appreciation and memento were presented to Dr. CA. Abhishek Murali for his expert guidance and valuable insights on succession planning.
- Certificates of participation were awarded to all attendees in recognition of their commitment to enhancing their professional knowledge.
- Special thanks to the organising committee for their dedication and effective coordination of the seminar.
Acknowledgements
The Branch extended sincere gratitude to Dr. CA. Abhishek Murali for sharing his valuable knowledge and practical experience. Appreciation was also conveyed to all attendees and the organising team for their support in making the seminar a success.
