Embracing the Early Inheritance in family provision

In this episode, Caite & Michele discuss:

• the case of Bassett v Bassett [2021] NSWCA 320
• early inheritance in family provision claims
• the importance of drafting and terms
• managing applicants with strong financial positions

With increasing levels of inter-generational wealth tr.ansfer happening, this is an episode (and case!) not to be missed.

Other decisions mentioned in this episode are:

• first instance decision regarding family provision, estoppel and cross-claim: Bassett v Cameron [2021] NSWSC 207
• costs decision: Bassett v Cameron (No 2) [2021] NSWSC 419

Have a question or want to submit a case for discussion, send Caite & Michele an email at hello@theheirwaves.com.

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See you next time on The Heir Waves.

** IMPORTANT NOTICE **

The information provided in this podcast is not to be construed as legal advice under any circumstances. The information provided is of a general nature. If you require help with a legal matter, contact your lawyer and obtain advice for your specific circumstances.