Estate Planning
Our specialists with assist you in Estate Planning through:
- Preparation of U.S. and French wills
and trusts
- Analysis of impact of French "forced
heirship" laws (enforced rights of children to a share
of their parents' estates) on existing estate plans
- Insurance trusts
- Lifetime gift program under U.S. and
French tax rules
- French taxation of gifts and legacies
from abroad
- " How adopting a French marital
contract can harmonize estate tax treatment in the U.S. and
France at the death of the first spouse
- We work closely with French Notaires
to ensure that an existing or a recommended estate plan would
not run afoul of French law or public policy
- Special problems of high net worth individuals
- Problems of U.S. citizens married to
non-citizens of the U.S.
We can help you adopt or adapt an
estate plan that is consistent with the law of your domicile.
If that domicile is France, you need to know exactly what the
rules are and what is the range of options for navigating through
these shoals. We can offer you solutions to the problem arising
from the fact that there is no "marital deduction" in
France. Often, the first order of business is to identify whether
you are in fact domiciled in France. Can French tax domicile
be avoided for estate and inheritance purposes? If avoidance
of French tax domicile is not an option, an estate plan can
be structured that will harmonize the two systems. |
|
|
