Irrevocable Trust Services — Settled means settled.
Formation and advisory on irrevocable trusts, where assets pass out of the settlor's control permanently — with beneficiary arrangements, trustee governance and tax treatment settled at drafting.
Book Free ConsultationAn irrevocable trust cannot be unwound by the settlor once created. That is what makes it effective for succession and separation of assets, and it is also why it deserves more thought at the drafting stage than any other structure we work on.
N D Savla & Associates advises settlors in Nashik and across Maharashtra on irrevocable arrangements — determining the beneficiary structure, establishing trustee governance and analysing the tax treatment that will apply for the life of the trust.
Because there is no route back, the drafting must anticipate circumstances that have not arisen yet: a beneficiary who predeceases, a trustee who cannot continue, a class of beneficiaries that grows. What the deed does not provide for, no one can supply later.
Our Irrevocable Trust Services Services
Structure Design
Design of the trust having regard to succession, control and tax objectives.
Beneficiary Structuring
Determinate or discretionary beneficiary arrangements and their consequences.
Deed Drafting
Drafting the deed with distribution, contingency and trustee powers set out.
Trustee Governance
Trustee appointment, powers, decision making, removal and succession.
Tax Treatment Analysis
Analysis of taxation of trust income and of distributions to beneficiaries.
Asset Settlement
Documentation and valuation for settling assets into the trust.
Distribution Framework
Rules and documentation governing distributions to beneficiaries.
Ongoing Administration
Accounts, returns, trustee minutes and beneficiary records.
Our Process
Objectives & Assets
The objectives, assets and intended beneficiaries are established in detail.
Design & Tax
The structure is designed and its tax treatment analysed and documented.
Drafting
The deed is drafted, including contingencies and trustee governance.
Execution & Settlement
The deed is executed and registered and assets are settled into the trust.
Administration
Books, returns and trustee record keeping are established and supported.
Why It Matters
Frequently Asked Questions
Making a permanent arrangement?
There is no route back once it is settled — let's get the drafting and the tax analysis right first.
