David Patkin

David Patkin

David is an Australian lawyer with over 15 years of experience advising clients on wealth succession and estate administration.

Prior to establishing his own legal practice, David was the Wills and Estates Principal lawyer at R.B. Flinders lawyers in Melbourne and prior to that spent 8 years as an estate planning lawyer with NAB and then ANZ as part of their Private Wealth banking teams.

David has advised a wide variety of clients from complex ultra high net wealth to more simple clients and David’s practical experience in estate administration provides invaluable knowledge and insight on the practical application of the estate plan.

Through David you have access to strategic advice on all aspects of the transfer of individual and family wealth as well as business succession. David is able to deliver estate planning solutions tailored to your current situation that:

protect you and your family during any periods of incapacity,

take into account all of your assets regardless of how you hold or control them, and

ensure that all of your wealth is transferred not only in accordance with your wishes but also in the most tax effective and asset protective way.

The transfer of your wealth to your beneficiaries is the biggest transaction you will ever make. Getting it wrong leaves deep emotional scars and financial loss. It is worth taking the time to get it right.

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