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Patrimonial Law




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. At each one, you need good professional legal and tax advice to ensure that your interests are properly protected. Apart from the financial implications, these decisions also require careful consideration of your personal situation- your lifestyle, objectives and relations with other family members.

Our Practice Areas

  • Estate planning :
    •  advice on passing on family-owned businesses 
    •  advice on passing on private wealth
    •  arranging gifts

  • Inheritance :
    •  advice on inheritance arrangements
    •  will writing
    •  settling national and international succession disputes (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 (division of assets, 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 division of property

  • International law, in association with our international taxation teams :
    •  advice on estate planning and inter vivos settlements in an international environment
    •  international tax advice and planning
    •  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.







CONTACT 
Associate - Team Manager
Sylvie Lerond

Associate
Grégory Dumont
Isabelle Fleuret

© 2002-2007, CMS Bureau Francis Lefebvre - Avocat Droit Fiscal - Avocat Droit Social - Avocat Droit des Sociétés
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