Estate Planning Essentials India & US: Wills, Trusts & Succession Planning
Join us for an engaging and practical conversation on Estate Planning Essentials — a critical yet often overlooked pillar of financial wellness.
In this no-jargon, high-clarity session, we’ll break down the legal and financial aspects of estate planning, including:
What makes a Will legally valid in India and US — and why every adult needs one
How the Indian Succession Act, Hindu Succession Act, and Trusts Act shape inheritance law
Private vs. Public Trusts — and when to use them for succession planning or asset protection
Probate simplified — When it’s mandatory, when it's not, and how to avoid unnecessary legal delays
How to prevent family disputes, frozen bank accounts, and asset lockups after death
Real talk on revoking, altering, or challenging a Will — and what can go wrong if you don’t plan properly
We'll also cover US-based wills and trusts, including guidance on structuring, compliance with applicable laws, and coordinating cross-border estate planning needs.
Whether you're planning for your family's future, handling elderly parents’ finances, or simply looking to understand your legal options better — this session will equip you with everything you need to know to protect your assets and your loved ones.
About Kamala Naganand:
Kamala has a broad-based practice spanning corporate, commercial, and private client work. She advises companies on Mergers and Acquisitions, Contracts, Documentation, Foreign Exchange, and Investments. She is also experienced in handling internal investigations, asset tracing and recovery.
Kamala leads the firm’s Private Client Practice, where she advises individuals and family offices on estate planning, succession, trusts, and cross-border wealth structuring. Her expertise in succession planning spans complex family arrangements and business transitions, ensuring tailored and strategic solutions for long-term preservation and transfer of wealth.
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