Trusts Made Easy: Smart Tools to Save Tax, Secure Wealth & Protect Family

By CA Mohanlal Chhajer

Book Overview

This is a practical guide to wealth preservation and tax optimization using private trusts. This book simplifies complex legal and financial concepts, showing how trusts can be a powerful tool for reducing tax liabilities, protecting assets, and ensuring smooth succession planning.

With real-world examples, easy-to-follow explanations, and actionable strategies, this book covers:

✅ Different types of trusts - Revocable, Irrevocable, Discretionary, and Specific Trusts.

✅ Legal aspects of trust formation - Drafting trust deeds, trustee responsibilities, and compliance.

✅ How trusts help in tax savings - Reducing tax burden by legally distributing income.

✅ Succession planning - Ensuring wealth is transferred seamlessly across generations.

✅ Asset protection & financial security - Shielding assets from creditors, legal disputes, and mismanagement

• Format: Paperback
• Language: English
• ISBN: B0F5PVMTKJ
• ISBN13: 9798899065170
• Release Date: April 2025
• Publisher: Notion Press
• Length: 114 Pages
• Weight: 0.31 lbs.
• Dimensions: 0.3" x 5.5" x 8.5"