REPLAY: The Bank of Mum & Dad: Family Law and Estate Risks and Considerations
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1h 14m CPD time
Passing on assets to the next generation within the parents’ lifetime can be a worthwhile strategy - but not without its risks!
In this session, we cover:
Case Study #1: Homer & Marge buy a house (with the help of Marge’s family)
Things to Consider
How to best protect the monies advanced
Case Study #2: Bart keeps drawing from the ‘Bank of Mum & Dad’
Inheritances
The ‘Five Step Process’ in Family Law
Date recorded: 24 February 2025