NISM 10B Investment Adviser Level 2 Notes

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  • Creditor Protection: Trusts can shield assets from creditors.
  • Estate Tax Absence: No direct inheritance tax in India.
  • Digital Assets: Included in wills or trusts for modern estate planning.
  • Charitable Trust: Tax-exempt if registered under Section 12A.
  • Cross-Border Estate: Requires compliance with foreign succession laws.

NISM 10B NISM Investment Adviser Level 2

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