Estate Planning/Succession Planning> Frequently Asked Questions on Trusts in India Creation, registration, administration and taxation of private trusts in succession planning A Trust is an efficient tool for estate planning and managing property, and ensuring the smooth transfer of wealth from one generation to another. A Trust is a legal arrangement where one or morepersons …
Estate Planning/Succession Planning> Frequently Asked Questions on Wills in India Execution, attestation, probate and the practical questions that arise in testamentary succession What is a Will?A Will is a legal declaration of the intention of the testator (the person making the Will) with respect to his or her property, intended to take effect after the …
Estate Planning > Trust in ‘Trust’ – Safeguarding Wealth and Preserving Legacy Private Family Trusts are increasingly becoming a preferred and functional tool for wealth management, succession planning, and asset protection. Governed by the Indian Trusts Act, 1882 they enable individuals (settlors) to transfer assets to trustees, who then manage these assets for the benefit …
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Estate Planning > Where there is a Will, There is a Way We spend our lifetime building wealth and a legacy but very few of us prioritise to protect and preserve it! Proactive estate planning, specifically the execution of a valid and robustWill, ensures a seamless inheritance of assets for your loved ones. We all …
Estate Planning > 15th May “International Day of Families”: Harmony Is the Greatest Legacy On this International Day of Families, the best gift one can give the family is to create a well planned estate tool so that one leaves behind not only wealth but a clear roadmap along with peace and harmony in the …
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Estate Planning > Provide Stability, Promote Sustainability – Family Sustainability Goals Adapted from Global Sustainability Goals ‘Sustainability’ is one of the most pressing concerns and its pursuit is shaping conversations across the world today. At its core, sustainability is about responsibly preserving resources, opportunities and ensuring dignity for future generations. The conversation around sustainability goals …
Estate Planning > Cross-Border Estate Planning: Key Considerations for Global Families Global mobility has transformed the way families own, hold, and pass on wealth. Today, it is common for Indian families to have children settled abroad, foreign investments, overseas bank accounts, and real estate spread across multiple jurisdictions. Wealth created cross borders with toil and …
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Estate Planning > Estate Planning Newsletter – We are pleased to share the May 2026 edition of our Estate Planning Newsletter, bringing to our readers updates and insights with the objective of keeping them abreast with the latest legal developments Legislations, Amendments and Regulatory Updates Repeal of Mandatory Probate1A significant change in law has been …