What Is a Private Trust?
A Private Trust is a legal structure where one party (the trustee) holds and manages assets for the benefit of others (beneficiaries).
It allows for controlled, confidential, and legally secure wealth distribution during your lifetime or after.
Benefits of Setting Up a Private Trust
» Seamless Wealth Transfer
» Protection Against Legal Claims
» Financial Stability for Loved Ones
» Avoid Probate & Legal Disputes
» Preserve Privacy & Family Harmony
Who Should Consider
a Private Trust?
» High – net – worth individuals
» Business owners planning succession
» Families with special needs children (Children with disabilities)
» NRIs with assets in India
» Anyone wanting to avoid family disputes or delays in estate transfer
Types of Trusts
1. Revocable Trust
You retain full control during your lifetime and can amend or revoke it at any time. Ideal for flexibility in estate planning.
2. Irrevocable Trust
Once created, it cannot be altered without beneficiary consent. Offers stronger asset protection and estate tax benefits
3. Discretionary Trust
Trustees have full discretion over when, how, and to whom to distribute assets. Suitable when beneficiaries' future needs are uncertain.
4. Non-Discretionary Trust
The trustee must follow fixed instructions for asset distribution. Offers clarity and predictability
5. Living Trust
Also known as an "inter vivos" trust, it is created during the settlor’s lifetime. Enables efficient asset management and bypasses probate.
6. Testamentary Trust
Created as per your Will and comes into effect after your demise. Useful for posthumous planning and control over distribution.
7. Family Trust
Designed to manage and safeguard wealth for multiple generations. Helps maintain long-term family legacy and harmony.
8. Business Trust
Ideal for business owners to manage ownership, ensure succession, and preserve enterprise value across generations.
9. Special Needs Trust
Ensures financial support for dependents with disabilities or chronic medical conditions - without impacting government benefits.
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