Private Trust Services in India

Expert Private Trust Formation and Management — Family Wealth Protection and Estate Planning

A private trust is a trust created for the benefit of specific identified individuals — typically family members. Unlike a public charitable trust, a private trust has defined, ascertainable beneficiaries. Private trusts are powerful estate planning and wealth management tools — enabling orderly transfer of assets to the next generation, protecting family wealth from creditors, avoiding probate disputes, ring-fencing business assets from personal liabilities, and providing structured inheritance planning. Casela Advisors provides expert private trust formation and management services.

Our Services

Private Trust Deed Drafting

Comprehensive private trust deed covering settlor's identity, trust objects, assets schedule, trustee names and powers, beneficiary identification, income distribution provisions, successor trustee provisions, and dissolution clause.

Trust Registration

Registration of the private trust deed with the Sub-Registrar — obtaining the registered trust deed required for transferring assets, opening bank accounts, and establishing legal validity.

Asset Transfer to Trust

Advisory on transferring different asset classes to the private trust — immovable property (with stamp duty implications), shares and securities, bank deposits, business interests, and intellectual property.

Revocable vs Irrevocable Advisory

Advisory on whether to establish a revocable or irrevocable trust — analysing implications for control, tax treatment, creditor protection, and estate planning goals.

Trustee Management Support

Supporting trustees in fiduciary duties — trustee meeting documentation, investment decisions, beneficiary distributions, accounts maintenance, and compliance with trust deed provisions.

Tax Planning for Private Trusts

Tax advisory on private trust structures — income tax treatment of trust income, capital gains on asset transfer, clubbing of income provisions, and ongoing tax compliance.

Key Benefits

Orderly, dispute-free transfer of wealth to the next generation
Protection of family assets from business risks and creditor claims
Avoids probate delays and inheritance disputes
Flexibility in structuring income distributions to beneficiaries
Privacy of asset ownership compared to direct personal holding

Why Choose Us?

Deep expertise in private trust law, drafting, and estate planning
Tax-informed trust structuring — considering income tax and stamp duty implications
End-to-end support from trust formation to ongoing trustee management
Advisory across all asset types — property, shares, business interests, and financial assets
Discreet, confidential handling of sensitive family wealth matters

Who We Help

High-net-worth families planning intergenerational wealth transfer
Business owners seeking to ring-fence personal and business assets
Families with minor children requiring structured inheritance protection
NRIs planning their India asset succession
Individuals with complex estates seeking structured succession planning

Planning a Private Trust for Wealth Protection?

Trust deed drafting, registration, asset transfer advisory, tax planning, and trustee management — complete private trust services.