GIFTS AND ASSET TRANSFER

Estate planning is one of our most important responsibilities: choosing the right time to act, optimizing tax liability and legally securing your assets.

Given the changes in our society, such as the prolongation of life expectancy and the proliferation of relevant laws, we can help you plan the disposition of your estate and anticipate potentially significant consequences for your family or heirs. We can assist you in the execution of an inheritance, whether of national or international dimension

OUR SKILLS

  • Gifts and inter vivos asset transfers
  • Wills
  • Inheritance formalities
  • Power of attorney for future and posthumous protection

  • FIRST STEPS

    In order to facilitate the drawing up of your file, here is a list of documents which may be requested in the context of the execution of an inheritance (probate)

    1. Concerning the deceased
    • Original death certificate
    • complete family record book (Livret de famille)
    • marriage contract of the deceased
    • copy of change in matrimonial regime (if applicable)
    • copy of divorce or separation certificates
    2. Concerning the heirs (spouse, children, etc…)
    • complete family record book (Livret de famille)
    • marriage contract
    • copy of change in matrimonial regime (if applicable)
    • Bank details of heirs
    3. Concerning gifts made by the deceased
    • Will (holographic or drawn up by notary)
    • Inter vivos gifts
    • Gifts made to heirs
    • Individual gifts and donations
    4. Concerning gifts received by the deceased before or during his or her marriage
    • Copy of deed of gift
    • Copy of deed of partition
    • Copy of declaration of succession after the decease of parents of the deceased
    • Information concerning the alienation, during the marriage, of assets which may have belonged to the deceased or to his/her spouse (through inheritance, gift or other manner free of charge)
    5. Concerning the assets of the estate
    • Bank addresses and account numbers for all bank accounts
    • Savings books
    • Relevant addresses and identifying numbers for retirement funds
    • Relevant addresses and identifying numbers for life insurance policies
    • Registration papers of vehicles (automobile, motorcycle, etc) with estimated value according to Argus used car guide on the day of decease.
    6. Concerning real estate assets
    • Property title deeds (deed of sale, real estate certificate, deed of gift, etc)
    • Details of the asset manager
    • Copy of leases
    • Value of the property on the day of decease
    7. Concerning a company
    • Articles of incorporation, updated and identifying certificate (K BIS)
    • Details of company accountant
    • Number of shares in the company held by the deceased (and/or his/her spouse) and their real value on the day of decease (information to be furnished by the accountant)
    • Amount of dividends due on the day of decease
    • Balance of current account of the deceased
    8. Concerning business assets
    • Certificate of purchase
    • Articles of incorporation, updated and identifying certificate (K BIS)
    • Details of business’ accountant
    • Commercial lease
    • Sales figures and profits dating back 3 years
    • management lease contract
    • Equipment inventory (itemized and estimated per item)
    • Stock inventory on the day of decease
    9. Concerning debts and liablities
    • Details of building management firm (copy of most recent building charge invoice)
    • Unpaid invoices on the day of decease (electricity, telephone, medical expenses, etc.)
    • Invoice for funeral costs
    • Acknowledgement of debt
    • Tax liablity (property tax, residency tax, income tax, social contributions).
    • Wealth tax notice

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