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Menu
  • Who We Help
    • Private Clients
    • Corporate Clients
  • How We Help
    • Establishing Wealth
    • Managing Wealth
    • Leveraging Wealth
    • Preserving Wealth
  • Practice Areas
    • Residential and Commercial Property
    • Wills and Estates
    • Corporate Advisory
    • Employment and Workplace Relations
    • Family Law
    • Finance
    • Insolvency
    • Intellectual Property
    • Land Tax
      • How Can We Help?
      • Land Tax in NSW
      • NSW Land Tax Objections
      • Statutory Allowances
      • Links
      • Recent Press Clippings
    • Planning and Environment
    • Building and Construction
    • Dispute Resolution
  • Our Philosophy
    • Wealth
    • Risk
    • Business
    • Property
    • Estate Planning
    • Legacy
  • About
    • Our Senior Team
    • Our History
    • Our Capabilities
    • Our Testimonials
    • Our Charitable Program
  • Insights
    • News
    • Publications
  • Contact

Estate Planning

The Philosophy of Estate Planning.

When it comes to estate planning, most people fall into one of three categories – either they have up to date estate planning documents, or have very old documents that do not reflect their current wishes, or they have no documentation at all.

Private clients want this process to be taken care of and kept up to date – just as they would with any other business decision they make in their lives. They want certainty and simplicity in the documents. They want documents that are robust enough to cover all contingencies.

Every client has their own views on how their wealth should be used in their lifetime, and preserved for future generations.

They have their own wealth strategy and how to build and preserve it.

They also have their own views on how their wealth should be accessed and managed by the next generation.

Some clients live and work for the moment, for the now. They seek to build their wealth so they can enjoy it in their lifetime as they want it and when they want it. 

Others prefer to build and preserve their wealth for future generations, to leave a legacy.

Some have their own families in mind. Some think into the next generation and even beyond.

Some have a broader perspective and wish to leave charitable bequests to improve the lives of others outside of their family.

None of us know when we will die, or the circumstances.

But when the time comes, our clients seek the assurance and the peace of mind that everything is in place to ensure their wishes are properly documented and can be carried out.

Good wealth planning involves planning for the now, the future and beyond.

Estate planning is an essential part of any financial plan for the future. It is important for everyone, no matter what their age or their wealth.

It deals with the situation where you lack capacity to manage your own affairs, and it deals with your passing.

Understanding the family dynamics is crucial to putting the right estate planning structures in place. Every family structure is different.

Private clients have different businesses and need to ensure business continuity if they are not around. Every family dynamic is different.

Some private clients may have business partners so it is critical that they have certainty into the future.

They all have different asset classes to be considered in the estate planning process.

They also have companies, trusts and other entities to be taken into consideration.

They may have different assets in different countries, so tax and other considerations are involved.

They may have superannuation, which needs to be considered separately.

They may have fungible assets and non-fungible tokens other “non-traditional” assets to be taken into account.

They all have different perspectives as to how their wealth should be managed when they are no longer able to do it for themselves.

Some clients have family members who can assist with executorial and trustee duties, and others need the assistance of others to manage and preserve their wealth when they are gone.

All our clients have a few things in common.

They want to have all bases covered.

They want to be sure that intended beneficiaries receive assets in a prudent manner.

They want to minimise any complications arising with their estate.

They want documents that are tailored to suit their needs and their wishes.

They want documents that are robust enough to cover the some of the eventualities that can and do happen.

They want their advisors to understand the family history and dynamics, and understand the interests of key family members and other stakeholders.  An advisor who speaks from experience.

They want peace of mind.

Enquire now

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
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