Estate Planning
We will help you make gifts legally and with certainty.
Make a gift with confidence. Pass on your wealth to your family or important charitable causes during your lifetime, in a clear, meaningful and strategic way.
You’ve worked hard to build your wealth—and now you want to make it count. Whether it’s helping your children buy a home, funding a grandchild’s education, or supporting a cause close to your heart, you’re ready to give. But without the right advice, even the best intentions can lead to unintended tax consequences, family conflict, or future complications.
Align your giving with your broader
estate plan .
Avoid tax and legal pitfalls of
informal gifts.
Secure your family’s future by giving now.
Transfer wealth to loved ones or important causes during your lifetime.
At ADLV Law, we help you develop and execute a strategy for gifting that aligns with your values and financial situation. We provide expert legal advice to help you understand your options and avoid future disputes by creating clear and effective documentation that reflects your intentions.
You’ll gain clarity and peace of mind knowing that your gifts are legally sound and aligned with your broader estate and financial planning goals. You can enjoy the satisfaction of helping your loved ones, now, without leaving a mess behind.
Take the first step.
Speak to a lawyer who understands the nuances of gifting. Call us today or book a consultation online to discuss your giving goals and create a plan that works for you.
Where will your wealth go?
You know how you’ve achieved financial success and want to share it while you’re still here to witness the impact, but aren’t sure how to do this properly without causing future problems?
We’ll guide you through the key decisions and legal steps so you can give with confidence and make a real difference, now and into the future.
Giving should feel empowering, not risky.
You’ve earned the right to decide what happens with your wealth. Family conflict shouldn’t arise from a generous act.
You’re a wealthy individual who wants to help your family now, not just when you’re gone. You may have adult children needing a leg-up, or wish to support causes that have shaped your life. You want to see your wealth help others, and for the process to be smooth, strategic, and stress-free.
You’ve seen what can go wrong when gifts are made informally, unexpected tax bills, disputes over whether it was a loan or a gift, or even family breakdowns. You want to be generous but smart about how you do it.
Without clear advice and documentation, a generous gift today could lead to legal battles tomorrow. Your intentions may be misinterpreted, and your gift reversed. Informal giving may jeopardise your broader estate plans, or expose your assets to unintended risks.
The right gift, the right way.
You want to give a gift now, but you’re unsure how to do it properly in a way that protects both you and the recipients of the gift.
If you give without proper legal advice and documentation, your generosity could backfire. You risk:
- Future claims against your estate
- Unexpected tax liabilities
- Family misunderstandings over your intentions
- Recipients misusing or mismanaging your gift
- Compromising your own financial security
- Gifts being challenged by 3rd parties.
How we will help you give with confidence.
We’ll help you structure and document your gift to reduce legal and financial risk. Whether it’s a direct cash gift, property transfer, or part of a trust strategy, we’ll make sure it’s done right. You’ll have confidence that your intentions are clear, respected, and legally sound, now and into the future.
We provide tailored legal advice on the best approach for your situation, draft all necessary documentation, and ensure your gift works in harmony with your broader estate planning goals. We’ll help you navigate potential tax implications and minimise the risk of future challenges or misunderstandings.
After implementing your gift strategy, you’ll experience the joy of seeing your wealth make a positive difference during your lifetime. You’ll have peace of mind knowing you’ve helped your loved ones while still protecting your interests and ensuring your broader legacy remains intact.
Let’s get started
Follow these simple steps towards a future you’re in control of.
Step 1
Talk with a lawyer
Meet with our experienced lawyers to discuss your gifting goals and overall financial position.
Step 2
Formulate a plan
We’ll develop a tailored gifting strategy that aligns with your values and broader estate plan.
Step 3
Execute the plan
We’ll prepare all the legal documentation to ensure your gift is properly structured and protected.
Our estate planning team is fiercely on your side.
We understand how it feels to want to help those you care about now, while you’re still here to see the difference it makes. We also understand your concerns about getting it wrong, after all you’ve worked too hard for your gift to cause problems rather than bring joy.
We know many clients worry about tax implications, family dynamics, and ensuring their gifts are used as intended. You want to be generous without compromising your own financial security or creating future disputes.
We care about helping you achieve the impact you want with your wealth, now, noy just after you’re gone.
With 25+ years advising business owners, wealthy families and professionals, we know how to help you give strategically and securely. Our team includes Accredited Specialists in Business Law and members of the Society of Trust & Estate Practitioners. We’ve helped hundreds of clients successfully transfer assets during their lifetime, avoiding common pitfalls and creating positive outcomes for all involved.
Kasia Maczuga
Catherine Fairlie
We’ll help you give with confidence, clarity and care.
Our Great Lawyer Guarantee
We want to be part of your team over the long term. We’ll achieve this by sticking closely to the following key principles
Take the time
We’ll listen carefully to understand what you want to achieve. Then we’ll thoroughly explain our advice and step you through the documents. You can be sure you’ll know the full consequences.
Work as a team
Someone will always be available to answer your questions, or point you in the right direction. You will also benefit from a range of perspectives and experience.
Shared knowledge
One of our key goals is to pass on as much knowledge as we can, so you can make your own informed decisions. We want to make you truly independent.
Stick to our knitting
We only do what we’re good at. You can be confident that we know what we’re doing and won’t pass on the cost of our learning.
Transparent pricing
For advice and documents, we provide a fixed or capped quote so you don’t take price risk. If you’re in a dispute, we’ll map out the process and costs so you know what to expect.
It's your show!
We’re not in this game for our egos. We’re in it for a front row seat to witness your success.
Fixed fee confidence
We understand you want to know exactly what our services will cost before making a commitment. After our initial consultation, where we’ll understand your specific goals and circumstances, we’ll provide you with a detailed Work Proposal outlining:
- The specific legal services we’ll provide
- The exact fixed fee for these services
- The timeline for completion
Our fixed fair fees are all-inclusive. No hidden costs for telephone calls, emails, photocopying, or other administrative expenses.
Take the first step
Call us now to book an appointment with one of our experienced estate planning lawyers.
We’ll discuss the best way to pass on your wealth, and gain peace of mind.
Want to know more? Read some of our insights at the links below.