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Intermediate

Case Study: How a Family Used a Trust to Structure Inheritance

An illustrative case study of an Indian family with a small business, a listed portfolio, property and three very different heirs, and how they designed, funded, taxed and ran a private trust to pass on their wealth cleanly.

TrustsEstate PlanningInheritanceTax PlanningCase Study
MODULES
5
DURATION
4 Hours
TRACK
Tax & Wealth Planning

What You'll Master

How to diagnose what goes wrong when a family with mixed assets has no succession plan
Why this family chose a private trust over a will alone, nominations or outright gifts
How the trust was designed, drafted and funded, including gift tax, capital gains and stamp duty checks
How the trust's income was taxed and distributed, and what happened when the founder died
Access Level
LEARNER
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Everything included
Full Text Playbooks
Actionable Exercises
Mobile Reading Mode
Lifetime Updates

Curriculum Breakdown

Chapter 1: The Family and the Problem

3 Lessons
▶
Meet the Family: Assets, Heirs and What Worried Them10 min read
Preview
▶
What Would Have Happened Without a Plan11 min read
▶
Will, Nomination, Gift or Trust: Why They Chose a Trust11 min read

Chapter 2: Designing the Trust

3 Lessons
▶
Discretionary or Specific, Revocable or Irrevocable: The Choice They Made11 min read
▶
Picking Trustees, a Protector and Beneficiaries10 min read
▶
The Trust Deed Clauses That Did the Real Work12 min read

Chapter 3: Funding the Trust

3 Lessons
▶
Settling Shares, Mutual Funds and Cash: The Gift Tax and Capital Gains Check12 min read
▶
Moving the Flat and Shop: Stamp Duty and Registration in Maharashtra11 min read
▶
What Stayed Outside the Trust, and the Backstop Will10 min read

Chapter 4: Tax and Running the Trust

3 Lessons
▶
How the Trust Income Was Taxed12 min read
▶
Distributions to the NRI Daughter and the Dependent Son11 min read
▶
Year One Admin: PAN, Bank Account, Accounts and Returns10 min read

Chapter 5: The Stress Test and the Lessons

3 Lessons
▶
When the Founder Died: How the Trust Handled Succession11 min read
▶
What Could Have Gone Wrong: Challenges, Disputes and Creditors11 min read
▶
Lessons and a Checklist for Your Own Family10 min read