Mastering tax and inheritance issues
To transmit during one's lifetime is to organize and protect. We design, estimate and implement strategies adapted to your situation, integrating civil, fiscal, family and, where appropriate, professional dimensions.
Our main interventions
Simple donation or shared donation
Anticipating and organizing the transmission to children/grandchildren, quantifying rights and securing actions.
Transfer by dismemberment of ownership
Maintain usufruct, transfer bare ownership, adapted clauses and secure valuation.
Dutreil pact and family business transfer
Structuring and monitoring commitments (collective/individual) to benefit from duty exemption.
Balanced transmission between children with different beds
Customized solutions (grants, payouts, compensatory clauses) to maintain family balance.
Appraisal of the value of the assets transferred
Valuation of assets, recourse to our partners/transactions to preserve value and fiscal security.
