Irrevocable Trust Services in India

Expert Formation and Management of Irrevocable Trusts for Asset Protection and Succession

An irrevocable trust, once created, cannot be modified or revoked by the settlor without the consent of the beneficiaries. By relinquishing control, the settlor achieves stronger asset protection, potential tax benefits, and certainty of succession. Irrevocable trusts offer stronger creditor protection because the settlor no longer legally owns the assets — they belong to the trust. They are widely used for permanent wealth transfer to the next generation, protecting assets from business liabilities, and charitable giving. Casela Advisors provides comprehensive irrevocable trust formation, tax advisory, and management services.

Our Services

Irrevocable Trust Deed Drafting

Comprehensive irrevocable trust deed with carefully drafted provisions covering: settlor's intent, irrevocability clause, trustee powers and duties, beneficiary rights, distribution provisions, investment guidelines, and no-revocation clause — tailored to specific estate planning objectives.

Trust Registration

Registration of the irrevocable trust deed with the Sub-Registrar or Charity Commissioner — providing full legal recognition and enabling the trust to own property, open bank accounts, and enter contracts.

Tax Advisory on Irrevocable Trusts

Comprehensive tax advisory — determinate vs indeterminate beneficiary structures, clubbing of income (Section 64), capital gains on transfer of assets to trust, and ongoing income tax return filing.

Asset Protection Structuring

Advisory on structuring irrevocable trusts for maximum asset protection — ensuring the trust deed and asset transfer are structured to withstand challenges from creditors and protect family wealth.

Charitable Irrevocable Trust

For charitable irrevocable trusts — obtaining 12A and 80G registration, structuring for maximum tax efficiency, and setting up governance for long-term charitable impact.

Trust Management and Compliance

Ongoing trust management — trustee meetings, investment decisions, annual accounts, beneficiary distributions, income tax return (ITR-5 or ITR-7), and Charity Commissioner filings where applicable.

Key Benefits

Permanent, creditor-proof transfer of assets to beneficiaries
Strongest asset protection — assets legally no longer belong to the settlor
Certainty of succession — beneficiaries receive assets as intended
Tax benefits through efficient distribution structures
Can qualify for 12A/80G tax exemptions if structured as charitable trust

Why Choose Us?

Expert trust deed drafting with tax-optimised structure
Deep knowledge of income tax provisions for private and charitable trusts
Asset protection structuring that withstands creditor challenges
Complete registration and compliance management
Experienced team handling complex irrevocable trust structures across asset types

Who We Help

High-net-worth individuals making permanent wealth transfers to the next generation
Business owners protecting personal assets from business liabilities
Families with specific inheritance requirements needing structured succession
Individuals establishing charitable endowments for long-term impact
NRIs making permanent transfers of India assets to trust structures

Planning an Irrevocable Trust for Permanent Asset Protection?

Trust deed drafting, registration, tax advisory, asset protection structuring, and ongoing management — complete irrevocable trust services.