Trust Formation Advisory: Protect Assets & Ensure Smooth Wealth Transfer

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The DOCX includes:
✔ Detailed introduction and definitions
✔ Trust types explained
✔ Roles table (Settlor, Trustee, Beneficiaries)
✔ Use cases and benefits
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What is a Trust?

Legal arrangement involving:

✔ Settlor → Trustee → Beneficiaries

Types of Trusts

✔ Private
✔ Public and Charitable
✔ Revocable and Irrevocable
✔ Testamentary and Living

Benefits

✔ Asset protection
✔ Avoid probate delays
✔ NRI estate management
✔ Minor and special dependent support
✔ Tax-efficient transfer
✔ Business continuity

Who Needs Trust Advisory

✔ HNIs and Ultra HNIs
✔ Business families
✔ NRI families
✔ Philanthropic families
✔ Individuals with minor dependents