Understanding Family Trusts and Succession Structuring in India

An advanced, India-specific course on private family trusts and succession structuring, built for HNIs, business owners and family offices. Understand how a private trust works under the Indian Trusts Act, 1882, the roles of settlor, trustee, beneficiary and protector, and how a trust compares with a will, an HUF and a holding company. Learn the choices that decide everything else: revocable or irrevocable, specific or discretionary, living or testamentary. Work through the tax treatment of settling assets into a trust, of income earned inside it, and of distributions to beneficiaries, including the maximum marginal rate trap for discretionary trusts and clubbing on revocable transfers. Cover the practical mechanics of drafting a trust deed, stamp duty and registration, moving listed shares, unlisted shares and property into a trust, and the SEBI and FEMA angles for promoter holdings and NRI beneficiaries. Finish with succession structures for family businesses, family constitutions, asset protection limits, the disputes that break structures, and case studies of how Indian families have planned, or failed to plan, their succession.