Avec notre nouveau cabinet d'avocat, nous avons réuni droit notarial, fiscal et patrimonial au sein de nos études notariales : une singularité dans le paysage du conseil patrimonial.

The register of movements of shares constitutes the legal basis for the stability of shareholding in joint stock companies. An often overlooked tool, it conditions the enforceability of transfers, the status of shareholder and the security of capital transactions.

The 2026 finance law reinforces the framework for several key mechanisms in terms of transmission, structuring via holding and asset optimization. Without upsetting the fiscal architecture, it requires a more rigorous analysis of existing arrangements and greater foresight of civil and financial strategies.

Notary and Real Estate Montreuil (93100): purchase, sale, SCI, rental investment and asset transfer. Secure your real estate project in Montreuil legally and fiscally thanks to structured, strategic and specialized support.

La France entre dans une phase historique de transmission patrimoniale. D’ici 2040, plusieurs milliers de milliards d’euros devraient changer de mains sous l’effet du vieillissement des générations du baby-boom. Cette « grande transmission » soulève des enjeux fiscaux, économiques et familiaux majeurs. Anticiper et structurer la transmission permet d’en maîtriser l’impact, d’optimiser la charge fiscale et de préserver l’équilibre entre héritiers.

Owner Buy-Out (OBO) is a wealth structuring mechanism that allows you to monetize a real estate or professional asset while maintaining control over it. Properly implemented, it is a lever for fiscal optimization, cash management and transfer preparation, subject to a rigorous legal framework.

What are the legal, fiscal and asset impacts of each status? This article compares the two forms of union in order to inform the most appropriate choice for the management of assets, the protection of the spouse or partner and the transmission of assets.

Protection of the manager's personal and asset information: analysis of risks related to legal advertising and legal levers to limit exposure and secure sensitive data.

Choosing between civil society at IS and SAS for a holding company. What impact and what consequences? Why is SAS not the only option to choose? Our team summarizes the reasoning to adopt.

Real estate leasing can generate very heavy taxation when the option is exercised. This article analyzes the challenges of choosing between income tax and corporate tax in order to anticipate and secure the operation.

Buying real estate directly or through a company does not have the same fiscal and asset consequences. This article analyzes the main investment patterns and their effects on the management, transmission and taxation of real estate assets.

The reinvestment of the proceeds from a sale in a para-hotel business may make it possible to maintain the tax deferral as part of a transfer-sale, subject to a genuinely operated and strictly structured activity.

Anticipating the transfer of a business requires intervening before the sale to control taxation, organize the transfer and protect the spouse. Pre-transfer transactions make it possible to structure the transfer in a coherent and secure manner.

Analysis of the tax residence rules applicable when settling in Dubai and the risks of maintaining taxation in France under the Franco-Emirati tax treaty.

Donation-transfer makes it possible to transmit an asset before it is sold in order to avoid double taxation on capital gain and transmission.

The SPFPL allows liberal professions to structure the entry into capital and the development of their activity according to a logic similar to the LBO.

The sale of a property by an SCI with divided shares raises the question of the distribution of the price between usufructuary and bare owner, recently specified by case law.

The choice between SCI and IR or IS determines the taxation of rents, resale, transmission and asset structuring of a real estate project.

Successive usufruct makes it possible to transmit assets to children while ensuring the surviving spouse the enjoyment of the assets, in a secure civil and fiscal framework.

Preference shares make it possible to organize certain transfers in the medical sector, subject to strict compliance with professional independence.

The sale of equity shares benefits from a preferential tax regime under strict conditions of ownership and participation.

The partners' pact makes it possible to anticipate sensitive situations, to organize governance and to sustainably secure relationships between partners.

The organization of the matrimonial regime makes it possible to better protect the entrepreneur's spouse and to anticipate the transmission of assets.

Contribution-transfer makes it possible to defer the taxation of capital gain during the sale of a business and to organize reinvestment within a strictly regulated fiscal framework.

Civil heritage society is a legal tool for structuring, managing and transmitting assets.

Notaries: Surprising wills and significant inheritance cases from his career exchanged at Legend

Presentation of the Dutreil system: conditions, taxation and precautions.

Life insurance is not just a savings investment: it allows you to transmit capital to your loved ones, with advantageous taxation, via the beneficiary clause.

Support, advise, secure: the mission of the tax advisor is now carried out under a stricter framework and greater responsibility.