Anticipation
Anticipation
I assist and advise individuals in setting up long-term tax and civil planning.
Matrimonial planning in either a domestic or international environment
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Planning and optimization of non-marital unions (civil partnerships and cohabitation):
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Drafting of civil partnership and cohabitation agreements.
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Anticipating the consequences of a separation and liquidating projections.
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Planning and optimization of marital unions:
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Help in drawing up a prenuptial /postnuptial agreement.
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Anticipating the consequences of a separation and liquidating projections.
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Optimization of the marital union regarding professional assets (protection of private assets against professional creditors).
Estate planning and anticipation in a national or international context
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Transmission of private assets:
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Strategies based on transfer by gift:
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Simple or sharing gifts.
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Gradual gifts, residual gifts, transgenerational gifts.
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Strategies of transmission through life insurance.
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Strategies of transmission through trusts, foundations and other entities.
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Strategies based on the division of property rights or the creation of special property rights.
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Transmission strategies based on the creation of asset management companies.
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Transmission of professional assets in a family context:
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Strategies based on contribution-assignment.
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Strategies based on gift before sale.
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Strategies based on the French “Pacte Dutreil”.
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Strategies based on split-ownership.
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Strategies based on a leverage (LBO, OBO, etc.).
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Assistance in the settlement of estates:
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Determination or choice of the applicable civil law (“professio juris”).
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Assistance in the drafting of gift, will, affidavit of donative intent, etc.
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Assistance in drafting personal and health directives.
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Assistance in drafting durable power of attorney.
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Anticipation and settlement of disputes between heirs:
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Assistance in the implementation of estate settlements.
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Assistance in the devolution operations.
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Drafting of joint ownership and life-interest agreements.
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Closing and settlement of financial assets.
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Payment of estate taxes (fractional and/or deferred).
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Personal and wealth protection
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Assistance in choosing and implementing anticipated protectives measures for capable adults (e.g. durable power of attorney).
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Assistance to choose and implement protectives measures for vulnerable adults (e.g. family authorization, judicial protection, curatorship, etc.).
Expertises
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