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Estate planning specialist in Paris

Estate planning

Alexandra Etasse, in charge of the International Department of Etasse et Associés will assist you in estate planning, since internationally it can be even more important than in a national context; to hand down your estate properly, it is necessary to plan and control how it is transferred.
In addition, Alexandra Etasse will advise you on the best way to anticipate the sometimes complex problems related to the existence of foreign legal vehicles (for instance, trusts), international tax issues, or your desire to protect your spouse or your heirs. We will prepare the deeds of transfer of your property

The gift between spouses, also called "gift to the last survivor" is very often used by couples wishing to increase their protection in the event of death. But this institution is [...]
In an international context, the future spouses will need to anticipate the issue of determining their matrimonial regime. To this end, the international department of ETASSE et A[...]
We refer to an international estate when the inheritance has an international aspect. So there will be an international estate if the deceased held an asset in at least one country[...]
When French law is applicable to a succession, the French Civil code foresees that a determined part of the deceased's heritage must compulsorily be assigned to the children, namel[...]
Marriage, a union and mutual commitment between two people, is considered as being international in the three following scenarios: the union of two French nationals living abroad, [...]
Since 17 August 2015, a major European Regulation dated 4 July 2012 has come into effect. The provisions of this Regulation apply where the deceased died on or after 17 August 2015[...]
The tontine clause that must be inserted in the acquisition act, is often considered in the scope of the protection of the surviving spouse or the partner. This clause foresees tha[...]
It is best for mixed couples (where one of the two spouses is of foreign nationality) or couples wishing to relocate or already living abroad, to formalise a marriage contract with[...]
Even without a marriage contract, the spouses are necessarily subject to a matrimonial regime and their marriage entails financial consequences towards each other and third parties[...]
The deceased's family record book and marriage contract, if any. An extract of the deceased's death certificate.  An authentic copy of the judgement of divorce or legal separat[...]
The Hague Convention of 14 March 1978 provides for various cases of automatic change in matrimonial regime merely because of a change of residence. We often talk about "involuntar[...]
If the notary accompanies his clients in the good times (e.g: marriage, purchase), he is also there to assist them in painful times such as is the death of a close relative and the[...]