L’INTERNATIONAL
MANAGEMENT OF
INTERNATIONAL ASSETS
ACCOMPANYING
INTERNATIONAL CLIENTS
Managing international assets is particularly complex, in view of the potential application of numerous competing civil and fiscal rules.
Our expertise in this area enables us to work sensitively with our clients, whether French or foreign, explaining the situation to them carefully and using our extensive know-how.
INTERNATIONAL ASSETS
It is now quite usual, even for French citizens, to maintain links with other countries or legal systems. Among the most frequent expatriation, either in the past or current, explains how property can have been acquired abroad or why marriages have taken place between citizens of different nationalities.
The existence of these international elements, whether they concern a couple, a whole family, parents or children, will have generated some very serious legal consequences, about which those concerned are not necessarily aware.
Although the taxation aspect is often the first that comes to mind (which country will have the right to collect the tax?), the importance of the civil aspect, which is essential, must not be underestimated (which law applies in this situation?).
Our specialists in international private law and international taxation will decipher these complex subjects for you and provide you with a clear answer and some concrete suggestions, notably to:
• Choose the law applicable to your matrimonial regime or registered partnership.
• Define which laws are applicable with regard to international divorce and advise you in your best interest.
• Define which tax law has jurisdiction over the transmission of your assets, by gift or inheritance.
• Optimise the transmission of your property, both civilly and fiscally, within an international context.
• Choose the law applicable to your own estate.
INTERNATIONAL CLIENTS
For several years now our firm has been developing a department that is entirely dedicated to accompanying our international clients.
Since requirements are varied, notaries in the firm can work with foreign clients on all their legal requirements in France, notably:
• The acquisition or sale of real estate in France
• The development of an asset management strategy within an international context (estate planning)
• Drafting of a will
• Settlement of international estates
• Drafting of a marriage or civil partnership contract
• Anticipation of a divorce
The firm’s notaries and their staff can provide personalised follow-through of these files in English or Spanish, from the time the file is opened, throughout everyday issues that arise and through until the appointment for signature.
Our firm is in a position to offer a top quality service, providing detailed explanations and giving the best possible legal advice whilst ensuring the proximity necessary for a foreign client to gain an understanding of the French notarial model, with which he/she may not be familiar.
PUBLICATIONS
Numerous impacts on notarial practice of an unfairly unknown regulation
Revue AJ Famille, January 2019
The notary and the Bitcoin
La semaine juridique – Notarial and real estate edition, March 2018
International estates: the importance of the civil aspect of estate planning
Patrimoine privé magazine, August 2017
Public register of trusts: Continuation and end
La semaine juridique – Notarial and real estate edition, Novembre 2016
The difficult implementation of a French Trusts register
La semaine juridique – Notarial and real estate edition, September 2016
Trust in Anglo-Saxon law: Practical guide for notaries
La semaine juridique – Notarial and real estate edition, February 2014
Participation in the jointly authored work: The Routledge Handbook of Family Law and Policy
Routledge Handbook, 2014
International estates: the importance of the civil aspect of estate planning
Patrimoine magazine, December 2013
Comparison of French and American inheritance systems – An attempt to look beyond the myths
Revue Droit de la Famille, February 2013