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My mother would like to gift some money to my sister and…

Customer Question
Hello, My mother would...

Hello, My mother would like to gift some money to my sister and myself. she has about $150,000 in the bank and receives the old age pension.

Lawyer's Assistant: What state are you in? It matters because laws vary by location.

We are in WA

Lawyer's Assistant: Has anything been filed or reported?

Not yet

Lawyer's Assistant: Anything else you want the lawyer to know before I connect you?

I'm not sure, I will answer questions as they come up

Submitted: 7 months ago.Category: Australia Law
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Answered in 5 minutes by:
12/1/2017
Solicitor: John Melis, Lawyer replied 7 months ago
John Melis
John Melis, Lawyer
Category: Australia Law
Satisfied Customers: 3,320
Experience: Principal Lawyer at Legal AU Pty Ltd
Verified

Dear customer, my name is***** solicitor in Melbourne, thank you for using Just Answer, I will assist with your question today.

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Solicitor: John Melis, Lawyer replied 7 months ago

does your mother wish to gift through a will ?

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Customer reply replied 7 months ago
She wishes to gift before she passes if that makes sense
Customer reply replied 7 months ago
I don't wish to call
Solicitor: John Melis, Lawyer replied 7 months ago

yes it does.

your mother can do this, it is best to do this through a deed, to avoid any later back claims occurring.

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Customer reply replied 7 months ago
what amounts can she gift, she has her own unit in a retirement village as well as $150,000 in the bank
Customer reply replied 7 months ago
her unit is worth about $300,000
Solicitor: John Melis, Lawyer replied 7 months ago

she can gift to what level she requires.

Would you like to discuss this matter on the telephone ? I have extended a special offer to you if you prefer.

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Customer reply replied 7 months ago
no thanks, ***** ***** wanted a few easy questions answered before I see a solicitor here
Solicitor: John Melis, Lawyer replied 7 months ago

I am solicitor and can talk you through the issue on how to address your important matter which will be more cost effective for you,

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Customer reply replied 7 months ago
I didn't realise this is a paid site, I was under the impression it was free, thanks anyway
Solicitor: John Melis, Lawyer replied 7 months ago

would you like help with drafting the requirements of the deed ?

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Customer reply replied 7 months ago
No thank you, ***** ***** be fair to explain in plain English that this site costs X amount to people that are unaware
I wish to request a refund
Solicitor: John Melis, Lawyer replied 7 months ago

I can have extended a special offer to talk on the telephone which will be much more cost effective than visiting a lawyer in their office.
i recommend that you consider as you will receive good advice.

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DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

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