Trusts: Safeguard your assets for generations to come
What is a Trust and how is it different from a Will? How can you use it to safeguard your future generations?
Join our session with Yellow, experts in inheritance law, to get the answers to these questions and more.
What will the session cover?
Basics of Estate Planning
Estate Planning Tools
Importance of Trusts
Wills vs. Trusts
Types of Trusts
Taxation of Trusts
Real-life case studies
About the Speakers
Aditi is a lawyer with 12+ years of experience in estate planning and commercial law. Previously, she has worked with Kotak Mahindra Trusteeship, MUFG Bank, and Paras Kuhad & Associates, Advocates. Her areas of specialty include consulting on Will creation and structuring of trusts to ensure the smooth inter-generational transfer of assets, insolvency protection, estate duty protection, etc. At Yellow, she heads the legal affairs team and is focused on providing legal expertise and guidance in the development of their products and services, as well as for the customers.
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 their tech platform.