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Adili Fiduciary Services

Trusts and foundations control wealth while divesting ownership and play a key role in the continuation of family businesses, succession planning and tax planning.

Trust assets no longer form part of the settlor’s estate so will not be subject to the delays and vagaries of the court driven probate process. They can also benefit from creditor protection, including trade creditors, claims on divorce or claims from dependants.

Trusts can hold a variety of assets, including shares in a business enabling continued trading after death or incapacity and avoids the delays and complications of the probate process. Trusts can also be sharia compliant and consistent with the tenets of the Islamic faith.

Adili Executor Services

Adili Executor Services (AES) is an independent corporate executor providing executorship services to individuals in relation to their wills.

Why have a will and appoint an executor?

Executors are the people you name in your will to carry out your wishes after you die. It is a complicated process and may include:

  • reading of the will
  • understanding the duties and responsibilities of an executor
  • preparing an inventory of assets with valuations
  • meeting advocates to prepare the High Court probate application
  • appearing in High Court for the probate hearing
  • understanding the needs of beneficiaries
  • resolving conflicts between beneficiaries
  • instructing advocates if there is a claim against the deceased’s estate
  • defending any claims
  • distribution of the assets to beneficiaries after probate is completed

Imposing these duties on a family member or friend is a huge responsibility, and of course individuals appointed as executors may also die or become incapacitated before probate is completed.

In Kenya, when a person dies without a will the estate is distributed in accordance with a strict fixed order of priority of beneficiaries set out in the Law of Succession Act of Kenya. Without a will the court has discretion as to who administers the estate, and if there is no next of kin the Public Trustee or the creditors of an estate may be granted this role.

Competent legal advice is vital to make a valid effective will that complies with local legislation of the assets’ jurisdiction.

Adili Fiduciary Services

P.O. Box 764-00606, Sarit Centre, Nairobi, Kenya

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Dennis Chiruba

Dennis Chiruba

Tax Advisor

Dennis is a Principal Associate at ALN Kenya | Anjarwalla & Khanna and a member of the Tax department. He focuses on legal and tax advice on matters relating to energy and infrastructure projects, real estate developments, corporate restructurings, private equity and cross-border investments, including setting up operations in Kenya and the wider East Africa. He is also keen on tax litigation practice both at the Tax Appeals Tribunal and the Kenyan courts.

Purity Wachira

Purity Wachira

Trust Officer

Purity Wakonyo is an Associate at ALN Kenya | Anjarwalla & Khanna and a member of Private Clients practice. She focuses on probate, administration and private client work, including advising on the creation and management of trusts. She has assisted private businesses and individuals on succession and estate planning matters, including setting up onshore and offshore trusts for both liquid and onshore investments.

She also advises on corporate and commercial law, mergers and acquisitions and other regulatory matters.

Provia Akinyi Odhiambo

Provia Akinyi Odhiambo

Trust Officer

Provia is a Principal Associate with ALN Kenya | Anjarwalla & Khanna. Provia’s practice focuses mainly on private client work, banking & finance, real estate, corporate law and intellectual property.

Kajal Dinesh Patel

Kajal Dinesh Patel

Senior Trust Officer

Kajal is a Principal Associate at ALN Kenya | Anjarwalla & Khanna and a member of the Real Estate Team. She focuses on probate and administration, private clients work, real estate, banking & finance and corporate law.

Devvrat

Devvrat Periwal

Senior Trust Advisor
Devvrat Periwal is a Senior Associate at ALN UAE | Anjarwalla Collins & Haidermota. He handles a range of private client work much of which is cross- border in nature, including succession planning (trusts, foundations and wills) among others. Devvrat also regularly advices family businesses on succession planning and corporate governance matters including shareholders agreements and family constitutions. He has assisted clients on matters in jurisdictions such as India, UAE and various African countries.
Kenneth Njuguna

Kenneth Njuguna

Senior Tax Advisor

Kenneth is a Partner within the Tax department at ALN Kenya | Anjarwalla & Khanna. He has specialist skills in Kenyan and cross border taxation.

Kenneth routinely assists the private client team on tax issues impacting estate and succession planning undertaken for high-net-worth clients. Kenneth has advised on diverse tax aspects for high-net-worth clients operating in many sectors, providing practical and tax optimal solutions for various types of assets held locally and offshore. Kenneth also regularly advises on large corporate restructuring engagements for high-net-worth clients, with a view of creating tax efficient holding company structures. He also advises on tax implications of setting up local and offshore trusts as well as KRA disputes. 

 

Mona K Doshi

Mona K. Doshi

Director

Mona Doshi is a Partner at ALN Kenya | Anjarwalla & Khanna and leads the firm’s Private Client department. She looks after the affairs of high-net-worth clients, including drafting wills and trusts, advising on succession planning, handling probate work and managing various aspects of a client’s wealth protection planning.  Her practice includes advising on succession planning, drafting wills, handling probate matters, advising on onshore and offshore trusts, drafting shareholders’ agreements for family businesses, advising on prenuptial agreements, drafting settlement agreements, and advising on real estate and tax matters.

Mona handles both local and multi-jurisdictional matters for private clients. She also acts for several charitable institutions and has assisted in setting up charitable trusts and foundations.

She is ranked by Chambers Global HNW guides that ranks lawyers with experience in handling private wealth matters.

Ajit Anjarwalla

Atiq Anjarwalla

Director

Atiq has been practicing for over 37 years in London and across several African markets. He presently spends his time between East Africa and the firm’s regional office in the UAE, Anjarwalla Collins & Haidermota.

Atiq has over 34 years practice experience advising high net worth clients on their succession and family matters, including advising on complex family business ownership structures, offshore trusts, succession, family wealth protection planning, and setting up of trusts for charitable purposes. Atiq’s HNW clients are located in multiple jurisdictions, including the UAE, Pakistan, India and East Africa.

Atiq is a recognised speaker and has conducted a number of seminars on various aspects of commercial law, banking, capital markets and infrastructure projects and project finance.

Atiq has been consistently rated as a leading lawyer in Kenya and the UAE by various international legal guides, including Chambers Global, Legal 500 and IFLR1000.