Optimising personal wealth and planning its transfer
Wills · Gifts · Couples · Family · Split ownership
Planning ahead means keeping control over where your assets go and sparing your loved ones a heavy tax burden and needless tension. Jean-Pierre LAMETA and Pauline CÉZANNE guide each client in organising their personal wealth through every stage of life: choice of matrimonial regime or PACS, gifts, authentic will, future protection mandate, split ownership (usufruct and bare ownership), family SCI. Changes in family life (divorce, adoption, blended families) are built into this overall approach. Each strategy is tailor-made, taking into account each client's family, tax and financial circumstances.
What we handle
- Authentic will, gradual and residual bequests
- Simple gift, gift-partition, gift between spouses
- Gift with reserved usufruct and split ownership
- Life insurance and beneficiary clause
- Marriage contract, change of matrimonial regime, PACS
- Divorce by mutual consent and liquidation of the matrimonial regime
- Future protection mandate and protective measures
- Adoption, change of name, consent to assisted reproduction
- Family SCI and management of joint ownership
- Wealth audit and IFI (real estate wealth tax) optimisation
Lead notaires
Our articles on this topic
- Contribution to marital expenses: why tailor-made drafting of the marriage contract matters
- Present or gift?
- Did you receive a large sum of money over the holidays? It is not too late to declare it to the tax authorities and benefit from tax allowances.
- How can I make sure my will is found?
- Making your minor child a partner in a family SCI: issues and consequences
- The clause revoking earlier wills: what is it for?
- "I am married under the default regime of community of acquests. Can I become the sole owner of a property financed with my personal funds?"
- Everything you need to know about guardianship
- Assisted reproduction for all women and the role of your notaire
- Plan ahead to optimise
- Use these fruits forever!
- Quasi-usufruct? Super-usufruct!
- Can I change my matrimonial regime?
- Can I choose my matrimonial regime?
- What is a “matrimonial regime”?
- Marriage: myths and realities