Managing an estate is an essential step in protecting your heirs, ensuring that your wishes are respected and avoiding family conflicts. Whether you wish to anticipate the transfer of your estate or resolve an inheritance dispute, legal support in inheritance law is essential to navigate an often complex legal framework. The Lacombe Brisou law firm is at your side to help you every step of the way.
Anticipating succession: tools and procedures
Drawing up a will adapted to your wishes
In inheritance law, a will is a legal tool for planning the distribution of your estate according to your wishes.
- The different types of will:
- Holographic will: Handwritten by the testator, it must comply with precise validity conditions (date, signature).
- Authentic will: Drawn up before a notary and signed in the presence of witnesses, it guarantees optimum legal security.
- Testament mystique: Drawn up and handed to the notary in a sealed envelope, it remains confidential until the succession is opened.
💡 Worth knowing: A well-drafted will helps avoid conflicts between heirs and protects certain relatives, such as a surviving spouse or disabled child.
Opting for an early gift or partition
Donations are an effective way of passing on part of your estate during your lifetime, while reducing inheritance tax.
- Tax benefits: Specific tax allowances apply (e.g. €100,000 per parent and child every 15 years).
- Shared gifts: to distribute assets equitably and avoid disputes after death.
💡 Practical example: We advise you on how to structure a gift of bare ownership, enabling you to pass on a property while retaining the usufruct for life.
Managing an estate: procedures and conflict resolution
The key stages of succession
There are several steps involved in opening the estate:
- Asset inventory: Identification of assets, bank accounts, debts and receivables.
- Division between heirs: Equitable distribution of assets according to legal or testamentary rules.
- Payment of inheritance tax: Calculation and payment to the tax authorities.
💡 The lawyer’s role: We secure every step to ensure legal compliance and avoid errors.
Resolving estate disputes
Disputes may arise between heirs for various reasons:
- Disputes over the division of property: Disagreements over the valuation of an asset or the division of shares.
- Validity of a will: contesting a will on the grounds of a formal defect or suspected influence.
- Inheritance reserve not respected: Failure to respect the minimum rights of heirs entitled to reserve.
💡 O ur approach: We favor mediation for a rapid, amicable resolution, but also intervene in litigation if necessary.
Why use a lawyer to anticipate an inheritance?
Optimizing estate taxation
A lawyer can help you reduce inheritance tax by using the right legal tools (gifts, life insurance, property dismemberment).
Protect your loved ones and avoid conflict
Careful planning ensures that your wishes are respected and limits the risk of disputes between heirs.
Secure administrative and legal procedures
Whether you need to draw up a will, structure a donation or manage a complex estate, we can provide you with expert support.
Why choose Cabinet Lacombe Brisou?
Lacombe Brisou offers you the following services:
- Inheritance law expertise.
- Personalized assistance to anticipate or resolve your estate issues.
- A human and rigorous approach to protecting your interests and those of your loved ones.
