Lawyer in estate law and wealth management
Member of Institute of Family and Heritage Law (IDFP), Maître Charles-Eloi GERVAL supports you at every stage of your life in managing your wealth.
Protection of your heritage
Having taken an oath to perform his duties with humanity, your lawyer will help you :
- To anticipate the transfer of your property.
Example : donation of bare ownership or usufruct.
- To financially protect your loved ones against the vagaries of life.
Example : choice of matrimonial regime or life insurance.
- To defuse family conflicts over the distribution of your patrimony.
Example : gift-sharing (inter vivos distribution) or settlement of inheritance disputes.
Transfer of your business
Under an obligation of advice and a duty of care, your lawyer can help you :
- To design your business creation or investment project in France.
Example : leverage buy out.
- To choose tax optimization measures for the donation or the bequest of your company.
Example : tax breaks with Dutreil pact.
- To obtain tax benefits in the event of the sale of your business.
Example : tax exemption for retirement.
Investment in real estate
As an agent in a real estate transaction, your lawyer will help you :
- To find buyers or property for your investments.
Example : network of customers and partners.
- To develop holding schemes adapted to your needs.
Example : owning property through a real estate company.
- To secure your real estate purchases or sales.
Example : price estimate.
