Private Trust — Protect What Matters. Plan What Lasts.
CA assistance for private trust deed drafting, Sub-Registrar registration, family asset management trusts, and succession planning through a correctly structured private trust in India.
Contact UsA Private Trust is a legal arrangement under the Indian Trusts Act 1882 where a settlor transfers specific assets — property, shares, cash, or investments — to one or more trustees to hold and manage for the benefit of identified beneficiaries, who are typically family members. Unlike a public trust, a private trust is not required to serve a general public purpose; it is created for the exclusive benefit of the named beneficiaries and is governed by the terms set out in the trust deed.
Private trusts are widely used for family succession planning, protection of assets from creditors, management of joint family property across generations, and ring-fencing business assets from personal liabilities. A well-drafted private trust deed defines the settlor's intentions precisely — the assets transferred, the identity and entitlements of beneficiaries, the powers and duties of trustees, the mechanism for adding or removing beneficiaries, and the conditions under which the trust can be amended or dissolved.
Where the private trust involves transfer of immovable property, the trust deed must be executed on stamp paper and registered with the Sub-Registrar. A private trust must obtain a PAN for tax compliance purposes. We assist with the complete private trust setup — needs assessment, trust deed drafting, stamp duty computation, Sub-Registrar registration, PAN application, and ongoing trustee compliance advisory.
Our Private Trust Services
Private Trust Deed Drafting
Custom drafting of the private trust deed — assets, beneficiaries, trustee powers, vesting conditions, and succession provisions.
Sub-Registrar Registration
Registration of the trust deed with the Sub-Registrar of Assurances as required for immovable property trusts.
Stamp Duty Assessment
Assessment and computation of applicable stamp duty on the trust deed based on the value and nature of assets transferred.
Beneficiary & Vesting Structure
Advisory on structuring beneficiary rights — fixed or discretionary, conditional vesting, minor beneficiary provisions, and future beneficiary inclusion.
Trustee Powers & Succession
Drafting trustee powers, investment authority, accounting obligations, and succession mechanism for when a trustee retires or passes away.
PAN for Trust
Obtaining PAN for the private trust for income tax compliance on trust income.
Income Tax Compliance
Advisory on taxation of private trust income — taxed at maximum marginal rate vs beneficiary's individual rates depending on trust type.
Amendment & Dissolution Advisory
Advisory on amending the trust deed, adding beneficiaries, or dissolving the trust in accordance with the deed terms and applicable law.
Our Process
Asset & Beneficiary Assessment
We understand the assets to be settled, the identity of beneficiaries, and the succession and control objectives of the settlor.
Trust Deed Drafting
The trust deed is drafted with the precise objects, beneficiary entitlements, trustee powers, and succession mechanism.
Stamp Duty & Execution
The deed is executed on stamp paper of the appropriate value and signed by the settlor, trustee(s), and witnesses.
Sub-Registrar Registration
Where required (immovable property), the deed is registered with the Sub-Registrar. PAN is obtained for the trust.
Handover & Compliance Advisory
The trust is handed over to the trustee with a compliance checklist covering income tax, record-keeping, and trustee obligations.
Why It Matters
Frequently Asked Questions
Need to set up a private trust in India?
We draft the trust deed, assess stamp duty, complete Sub-Registrar registration, and advise on ongoing trustee and income tax obligations — so your private trust is legally sound and fit for purpose.
