JITO Media Gallery

The event began with a warm welcome and felicitation of the speaker by the JITO Ahmedabad leadership. Sr. Vice Chairman Rajeev Chhajer, Vice Chairman & Incharge Finance Committee Vaibhav Shah, and Convener Finance Committee Indresh Shah presented a memento to CA Rajesh Dedhia, while Chief Secretary Manish Shah, Vice Chairman Charul Vakta, and Vice Chairman Piyush Jain greeted him with a stole. Throughout the session, CA Rajesh Dedhia emphasized the necessity of asset structuring for wealth preservation, asset protection, tax optimization, and seamless succession. He provided a comparative analysis of Wills and Trusts, highlighting their respective benefits in terms of privacy, asset protection, tax efficiency, and smooth transfer of authority. The presentation also covered various trust structures-revocable, irrevocable, discretionary, and determinate-and their relevance for Indian families and businesses, as well as the legal frameworks governing estate planning in India.

A notable highlight of the session was the use of real-life case studies by the speaker to illustrate different scenarios and effective strategies for wealth management and succession planning. These examples helped attendees understand how to navigate complex family and business situations, making the concepts more relatable and actionable.

The event commenced with a Meet & Greet at 7:00 pm, followed by the main presentation at 7:30 pm. Attendees actively participated in the interactive Q&A session, seeking expert guidance on succession issues and best practices for protecting family wealth. The evening concluded with a networking dinner, offering participants the opportunity to connect and share experiences.

Feedback from the attendees was overwhelmingly positive, with many appreciating the clarity, relevance, and actionable insights provided. The session was praised for its practical approach and for addressing both the legal and emotional aspects of legacy planning, further reinforcing JITO Ahmedabad’s commitment to empowering its members with the knowledge and resources needed for long-term family and business well-being.

Special thanks are extended to the event sponsors Finwave (Event Sponsor), Arunbhai Maneklal Zaveri & Sons (Title Sponsor), Instaclaus, Jade Blue and Polki Essence (Associate Sponsors) for their invaluable support in making this initiative a resounding success. Their contributions were instrumental in ensuring the smooth execution and impact of the session.