Case Studies
How DLS Private Office Can Help
Executor Case Study
A client nominates one of the senior lawyers at David Landa Stewart to act as Executor – he does not believe that any of his children have the skills or experience, nor the time in their busy lives, to undertake the complex managerial responsibilities that come with administrating his estate.
When the client passes away, the Executor manages the estate on behalf of the family and engages DLS Private Office to provide all the back-office support required.
Trustee Case Study
A son becomes the Trustee of a family trust when his father lacks capacity to do so.
The trust holds a substantial property portfolio.
The son is comfortable making strategic decisions as and when required (such as the purchase or sale of any real estate) but does not have the resources or the inclination to handle the day-to-day management of the trust.
He engages DLS Private Office to handle the non-legal matters.
David Landa Stewart handles all legal aspects as and when required.
DLS Property Solutions is also retained to manage the sale of various properties within the portfolio.
Attorney Case Study
A client has nominated her daughter as her Attorney.
A Power of Attorney is prepared and signed by the client.
Years later, the client suffers from a debilitating illness and lacks capacity to manage her own affairs.
The Power of Attorney is activated and her daughter assumes the role as her Attorney.
Her daughter leads a busy life, caring for her own family.
She can make major decisions for her mother’s ongoing care but does not have the time nor the resources to manage her mother’s affairs on a daily basis.
She engages DLS Private Office to support her.
