Preserving Wealth

For the next generation, and beyond.

How We Help

They understand the importance of preserving it – for their own families, into the next generation and beyond.

If wealth has been created in one’s lifetime, it is critical that there are estate planning documents in place when one passes away – to ensure wealth is preserved for future generations.

None of us know when we will die, or the circumstances. But when the time comes, our clients want to ensure that the right structures and protections are in place to reflect their intentions and preserve their legacy.

This might include the creation of testamentary trusts, special trusts, disability trusts and charitable trusts or foundations. Every family is different.

Good estate planning extends not only to personally held assets but also considers other assets such as superannuation and new asset classes like fungible assets (such as cryptocurrency) and non-fungible tokens. Everyone is different.

It should also involve a consideration of management and control of any family businesses or other family-owned assets. Every family business is different.

It not only involves planning in the event of death, but also in the event of incapacity. Powers of attorney, enduring guardianships, medical directions are just as important in the overall estate planning scheme.

Preserving Wealth - David Landa Stewart Lawyers

No matter where you, your business and your family are in your journey, we will partner with you to provide specialist advice along the way.

Contact us

All bases should be covered. For peace of mind.

We assist with:

Retirement planning
Estate planning
Business succession planning
Family law and binding financial agreements
Special disability trusts and protective trusts
Testamentary trusts
Executorial and trustee services
Support to family offices
Administration of deceased estates
Contested estates litigation

We also have a community of accountants, tax advisors, wealth managers, financial planners, aged care consultants, insurance brokers and finance brokers to assist with these issues. These are deep relationships, built over decades.

Protect the Legacy. Preserve the Future.

We are ready when you are. If you wish to contact us please call or complete the form below.

Testimonials

I have been in business since 1974. For the first 6 years I had a partner, and DLS did a remarkable job helping me negotiate our partnership agreement.

In 1980 I decided to split from the partner and again DLS were very helpful in negotiating the breakup of the agreement.Since 1970 I have bought and sold several properties. All the transactions were handled by DLS and because they are so thorough with their work I have never had a problem, with any of them.

I have also bought several commercial properties over the last 40 years and again, all of the deals were handled with the assistance and expertise of DLS. They have also handled the leasing of the properties since we acquired them.

Over the past 40 or so years I have also had a couple of complex litigation matters. One particular problem involved a licensing arrangement with a UK distribution company. DLS were very helpful in terms of the legal strategy to be adopted throughout, and when we did ultimately resolve the matter, DLS prepared and negotiated the terms of settlement on our behalf.

I have also had countless phone calls to DLS over the years, seeking advice on a range of commercial matters. They are always helpful, businesslike, and friendly.

Since I commenced with them 43 years ago, I have never been to another lawyer.

I trust we will be working together for many years to come

Allan M

Over the years my accounting firm has referred many legal matters to DLS - including commercial matters, business structuring, land tax matters, complex estate planning matters, and deceased estate administration matters.

I have also worked closely with the senior lawyers at DLS in many of these matters. They always have a broad grasp of the legal issues at hand but what really sets them apart is that they present the issues in a very practical and commercial way. I would not hesitate to refer my clients to DLS in the future."

Jonathon I

I have been referring my clients to David Landa Stewart for many years.

These have been for straightforward conveyancing matters as well as more complex lending proposals.

They have always provided my clients with the highest level of service and attention to detail.

I can strongly recommend them and I will continue to send my clients to David Landa Stewart

David C

Try our DLS online estate planning tool.
Confidential and simple to use.

The DLS Online Planning Assistant allows you to start your estate planning project simply and confidentially. It is an interactive form that you can complete in your own time. You can also stop and resume the form if you need further time. You can also attach documents (like family trust deeds) if you have them. Once completed we will contact you to complete the project.