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Estate Planning

Estate Planning and Wealth Management

This is a premium service of the firm, providing confidential, comprehensive advisory services to individuals, families, and institutions across all aspects of estate planning, succession, trust structuring, and wealth preservation.

Estate Planning and Wealth Management

KMK Africa Advocates LLP's Estate Planning and Wealth Management practice is a premium service of the firm, providing confidential, comprehensive advisory services to individuals, families, and institutions across all aspects of estate planning, succession, trust structuring, and wealth preservation. The practice approaches every engagement with the care, sensitivity, and discretion that this area of work demands, working to protect clients' assets, honour their intentions, and provide lasting clarity plus security for those who follow.

Our capabilities include:

  • Wills and testamentary planning, including advice on validity, capacity, and multi-jurisdictional considerations
  • Succession planning and estate administration, from lifetime structuring through to post-death distribution
  • Trusts and fiduciary structures, including advising on the formation of family trusts, charitable trusts, and asset protection arrangements
  • Tax optimisation by utilising tax-efficient vehicles to minimise tax exposure during wealth transfers
  • Wealth preservation strategies for high-net-worth individuals, family offices, and institutional clients
  • Succession planning in family-owned and owner-managed businesses, including governance and shareholding arrangements
  • Contentious succession and estate disputes, in coordination with the firm’s Dispute Resolution practice

 

Practice Leadership

The practice is led by Alvin Kosgei, a Partner and Advocate of the High Court of Kenya, a founding partner of the firm, and a member of the Chartered Institute of Arbitrators. Estate planning and succession matters are handled in close coordination with the firm’s Dispute Resolution, Real Estate and Conveyancing, and Corporate and Commercial practices.

 

Contact: [email protected]|+254 773 669 192

Website: https://kmkadvocates.co.ke

 

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Whether you’re seeking proactive advice or facing an urgent issue, our lawyers will listen, strategize, and work with you to move forward with confidence and peace of mind.