Family Wealth Peer Group 1
Chair: Megan Flamer
Guest Speaker: PWN Member, Paul Fildes
Topic: Navigating Trusts and Financial Agreements in Family Law: Understanding Succession Planning and Family Contributions
Join us for a discussion on the complexities of succession planning and financial agreements within the context of family law property settlements. This session will explore the nuanced treatment of trusts, particularly when it comes to distinguishing between gifts and loans provided by families to support their children's housing needs. We'll delve into how these financial contributions—whether as loans or gifts—are managed during your children's marriage and how they are addressed in the event of separation. Gain valuable insights into the legal considerations and strategies for effectively navigating these issues to ensure fair outcomes in family law disputes.
