Estate & Succession Planning and the handling of one's affairs requires an advisor you can relate to and trust. KDA has a history of being the trusted tax advisor to its clients. It was therefore, a natural extension to counsel our clients in implementing an estate or succession plan that accumulates and transfers wealth consistent with their personal goals and objectives. Our professionals understand that estate planning is a very personal matter and are dedicated to developing a personal relationship to identify and prioritize your goals to ensure your peace of mind.



After a careful analysis of your current family, business and financial circumstances, we make use of flowcharts, spreadsheets and projections to illustrate the strategies we feel best suited to advance your goals and objectives. We then utilize the appropriate combination of available estate and succession planning tools to prepare the documents necessary to implement those strategies. After a thorough review of your plan, the documents are executed. Next, we assist you in properly transferring and re-titling assets consistent with your plan. We will then contact you periodically to review your personal circumstances and to be advise you of any changes in the law and economy that might have an effect on your plan.



The following is a partial list of the estate & succession planning services offered at KDA:

Basic Estate Planning Adance Healthcare Directives Complex Wills Estate Administration Services Living Wills Pour-Over Wills Simple Wills Revocable Living Trusts Power of Attorneys for Health Care Power of Attorneys for Property and Financial Decisions Testamentary Trusts		Business Succession Planning Family Business Recapitalizations Family Limited Liability Companies Family Limited Partnerships ("FLP") Family Office Structuring Inter-family sales Management Succession and Transition Planning Owner-level exit and transition planning Sales to 3rd parties Self-Canceling Installment Notes ("SCIN")
Advanced Estate Planning Charitable Remainder Annuity Trusts ("CRAT") Charitable Remainder Unitrusts ("CRUT") Domestic Asset Protection Trusts Estate Freezes Generation Skipping Tax ("GST") Trusts Gifting Strategies Grantor Retained Annuity Trusts ("GRAT") Intentionally Defective Grantor Trusts Irrevocable Life Insurance Trusts Special Needs Trusts QTIP Trusts