In today's increasingly complex legal and tax environment, in which people and assets move around the world more freely than ever before, estate planning represents a unique challenge, which has to be managed as carefully as a business. If you have private wealth or own a family business, you'll be faced with major decisions at various stages of your life requiring a global view that calls upon the different areas of private law and tax law.

Apart from the financial implications, these decisions also require careful consideration of the human dimension: reaching a balance in respect of a client's lifestyle, and relations with family members or between close relations.

Our Practice Areas

Estate planning

• advice with respect to passing on family-owned businesses
• advice with respect tn passing on private wealth
• arrangement of manual transferts of gifts 

Inheritance 

• advice on inheritance arrangements 
• will writing 
• settling national and international succession disputes amicably or through litigation (joint possession agreements, settlements and partition)
• inheritance tax advice 
• drafting declarations
• assistance in tax disputes

Matrimonial and family law 

• analysis and choice of marriage contract 
• drafting pre-nuptial agreements 
• managing changes of marriage contract
• analysis and management of the property implications of divorce (liquidation, partition, settlements)
• strategy for protecting a surviving spouse and family

Organisation and management 

• advice on methods of structuring an estate, particularly through company structures 
• asset management advice
• advice on split ownership (usufructuary) 

International law in association with our international taxation teams  

• advice on estate planning and inter vivos settlements in an international context
• international tax advice particularly with a view towards optimisation
• structuring private investment in France for non-residents
• advice on the legal and tax implications in France of foreign law trusts and foundations

Our Approach

• A multi-skilled approach based on our experience in various aspects of civil law: law of gifts and succession, matrimonial law, law of goods, international private law. 
• Cooperation with our specialists in national and international taxation, corporate law, employment law and litigation. 
• Decision-making support based on advisory services and reflecting the client's unique personal objectives.
• Assistance in legal and tax litigation.