The Bank of Mum & Dad: Family Law and Estate Risks and Considerations

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