Stefan Szwarc Photo

Stefan Szwarc

Attorney

Resume

Licensed in South Dakota

  • Profile
  • Practice Areas
  • Credentials
  • Associations
  • Notable Work
  • Community Involvement
  • Location Information

Sioux Falls Lawyer in Trust and Estate Planning, Business Law, and Real Estate

Stefan Szwarc is a South Dakota estate planning attorney who helps clients build and understand their estate, business, tax and asset protection plans. His clients include local families and individuals setting up their first will or trust to high net worth professionals and business leaders both nationally and internationally establishing and administering complex, legacy, tax, and asset protection plans. Stefan emphasizes working closely with his clients throughout the planning process helping to give his clients and sense of comfort and understanding surrounding both the meaning and mechanics of the plan. He is a “one-stop shop” for advice regarding simple and complex planning needs.

Stefan’s background working as a Wealth Planner influences every plan he works on, ensuring that not only legacy needs are planned for, but also his client’s current lifestyles. He is described as precise, analytical and concise. Utilizing his strengths, Stefan makes his clients feel comfortable and breaks down each piece of their plan cutting through the legal jargon and providing quality advice.

Stefan enjoys working with clients to help them understand and develop a strategy that solves their problem and alleviates their concerns. Stefan says, “When my clients and I execute the final plan, often one resulting from multiple sessions discussing and strategizing with that client, it’s a great feeling knowing that my clients understand the importance of what they’ve done and the impact it will have on their lives and the lives of generations to come. Building legacies is extremely meaningful work.”

Stefan’s profound commitment to his clients and his ability to make complex legal matters easy to digest makes everything he does ‘Worth It’ and a valuable asset to the Goosmann Law Firm.

LICENSED IN: South Dakota

Stefan’s “Why”

Stefan has a wife of four years. His biggest hobby is cars – he enjoys club autocross racing and fixing up his 1991 Mazda Miata. Stefan also enjoys living in the moment with people closest to him while doing activities such as golfing, hunting, and spending time on the beach or in the mountains.

Bar Admissions

  • State: South Dakota
  • Federal: U.S. District Court, District of South Dakota
Education

  • Wake Forest University School of Law, Winston-Salem, NC, Juris Doctor, 2015
    • Class rank: Top 34%
  • Augustana College, Sioux Falls, SD, Bachelor of Arts, 2012
    • Cum Laude
Previous Employment
  • Great Western Bank; Sioux Falls, SD
    • Wealth Advisor/Financial Planner, 2017-2020
      • Developed new high net worth client relationships, administered complex trust and investment relationships, managed agricultural and non-agricultural real property, analyzed tax and legal liability issues for the bank and clients, and developed financial and estate plans.
  • Boyce Law Firm; Sioux Falls, SD
    • Attorney, 2016-2017
      • Practice included legal research, writing, analysis, and oral advocacy across a broad range of practice groups including trust and estate planning, real estate and business transactions, disability, insurance defense, civil and business litigation, and construction.
  • Marsh & Marsh, LLC, Indianapolis, IN
    • Leasing Assistant, 2014-2016
      • Assisted attorney with drafting complex commercial real estate documents, with a focus on commercial leasing.
Memberships
  • Diplomat Committee, Sioux Falls Area Chamber of Commerce — 2017—2021
    • Managed relationships with Chamber members and assisted in developing strategies for engaging new and inactive Chamber members.
  • Augustana GOLD Leadership Committee — 2018—2020
    • Developed strategies for engaging and connecting a young Augustana alumni network.
  • Treasurer, Board of Directors, The Compass Center — 2019 — Present
    • Provided strategic planning and leadership to a local non-profit organization.

Achievements

  • 2023 Best Lawyers: Ones to Watch
  • 2022 Super Lawyers Rising Star

Publications
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  • Transforming Lease Covenants into Real Covenants: Lessons Learned from Winn Dixie v. Dolgencorp, 29 Prob. & Prop. 35 (Sep./Oct.2015)
  • SAPHCC Annual Convention, How to Know When to Fold ‘Em, Double Down, or Go All In: A Dealer’s Guide to Business Succession Planning (Mar. 2021)
Community Involvement
  • Diplomat Committee, Sioux Falls Area Chamber of Commerce (2017—Present)
  • Great Western Bank Volunteer Coordinator, Junior Achievement (2017—Present)
  • Board of Directors, The Compass Center (2019 — Present)
Locations