The Heir Waves

Embracing the Early Inheritance in family provision

Listen Later

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 [email protected] (please note we have a new email address from Jan 2026).

      Don't forget to subscribe for all the latest episodes!

      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.

      ...more
      View all episodesView all episodes
      Download on the App Store
      The Heir WavesBy Caite Brewer & Michele Davis