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Warren Smith
principal lawyer, private clients | wills and estates
meet Warrenabout Warren
about Warren
Warren has always had a clear sense of what is right and wrong and how people should treat each other. As an Accredited Specialist in Wills and Estates, he works with clients to assist them to plan for the future and set up the right strategies and structures to protect them and their families, seeking to maximise their wealth while retaining flexibility for the future.
Warren’s career started in Family Law and Commercial Litigation and he has experience in criminal law, bankruptcy and insolvency, employment law, company and partnership law and trade practices, all the areas crucial to understanding Wills and Estate planning and Estate disputes.
Many of Warren’s clients have been with him through several stages of their lives and are now introducing their children to him as clients. He is a straight talker who lets his clients know if they are doing something not in their best interests. His goal is to deliver the outcomes he promises and provide practical advice and solutions.
click here to get started with Warren SmithOne of Warren’s recent clients said “I wanted to let you know how much your support and excellent work has meant to me throughout this very difficult time. I appreciated greatly both your knowledge and humanity. Thank you for everything.”
Areas of Expertise
asset protection
binding financial agreements including pre and post nuptial agreements
business succession planning and inter-generational change in business ownership
probate and estate administration
estate challenges and litigation, including third party litigation
estate/succession planning
executor disputes
family trusts – advice, review and interpretation
mediation
powers of attorney
superannuation
testamentary trusts
wills
additional qualifications
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accredited specialist, wills and estates, law society of nsw |
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member, society of trust and estate practitioners (step) |
awards
doyles guide, recommended lawyer, wills and estates, 2018
recent experience
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supreme court action
Warren assisted a widow, a sole mother with children with disabilities and two aged pensioner widowers by taking Supreme Court action to secure, for each of them, ownership of their family home, which had not been provided for them under a will. Without this they would have each been left homeless.
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unexpected passing
Warren structured a tax effective estate plan and superannuation/life insurance arrangement to ensure a part-time working mother, with three children under the age of 12 who lost her husband unexpectedly, could retain her family home and keep her children at their private schools. The family was able to continue their quality of life during a very emotional and challenging time.
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no will in place
Warren has assisted several families dealing with the tragic loss of a loved one, including children passing away without a Will or appropriate arrangements in place. Warren provided guidance and assistance at a very emotional time by dealing with assets, debts, superannuation, and various challenges arising in a variety of ways from significant others, banks and mortgages, business partners and tax authorities.
