Beyond Wills - Protecting Assets Through A Trust

Safeguard Your Legacy and Assets with the Power of a Trust

Date

IST 11:00 AM

Time

Online

Location

66 Seats Left

Total Tickets

Silver Talkies

Organized By

Description

Did you know? Over 60% of Gautam Adani's wealth is held in a trust! While trusts are often associated with the ultra-rich, they are a powerful tool accessible to many.

Join us for an eye-opening webinar that explores Trusts as an estate planning tool and how they differ from wills. This session will demystify the world of trusts, covering:

1. The different types of trusts

2. Tax implications to consider

3. Real-life case studies for practical insights

4. Every financial journey is unique. Discover how a private trust can be customized to align with your specific goals, securing your family’s future for generations to come.

Don't miss this opportunity to gain valuable knowledge and plan for a legacy that lasts!

What's Included

Speaker or Facilitator details

Nikhil Varghese

Host Name

Nikhil, a CA by profession, has spent a large chunk of his 15-year career at two of the “Big Four” involved in estate planning, taxation, and M&A transactions. Most recently he has been exclusively focused on succession planning as the regional head for southern India at one of India’s largest wealth management firms. At Yellow, he is building a team of estate planning experts to provide users with best-in-class support to complement our tech platform. He is also focused on strategy and finance matters.