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Wealth, estate planning & international succession

INTERNATIONAL WEALTH & SUCCESSION

Lawyers in international succession and wealth

Your wealth crossed borders before your succession did.

An international life almost always ends up producing international wealth. A residence in one country. A company in another. A property somewhere else.

Heirs who do not necessarily live in the same jurisdiction. The succession becomes international before it has even opened. Expats Law Firm supports expatriates, families, entrepreneurs and executives in anticipating these interactions.

MAPPING

Understanding the people, assets and companies before discussing succession

The analysis covers, in particular:

  • •

    residence;

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    family situation;

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    matrimonial property regime;

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    real estate;

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    companies and shareholdings;

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    investments;

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    where the heirs are located;

  • •

    existing wills;

  • •

    previous gifts and transfers.

  • Me Justine Basilio is a member of the Paris Bar and the Quebec Bar, and is registered as Legal Counsel in the United Arab Emirates. This allows the firm to act in these jurisdictions with all the guarantees of professional liability.

    Me Justine Basilio is a member of the Paris Bar and the Quebec Bar, and is registered as Legal Counsel in the United Arab Emirates. This allows the firm to act in these jurisdictions with all the guarantees of professional liability.

  • Me Justine Basilio is a member of the Paris Bar and the Quebec Bar, and is registered as Legal Counsel in the United Arab Emirates. This allows the firm to act in these jurisdictions with all the guarantees of professional liability.

    Me Justine Basilio is a member of the Paris Bar and the Quebec Bar, and is registered as Legal Counsel in the United Arab Emirates. This allows the firm to act in these jurisdictions with all the guarantees of professional liability.

  • Me Justine Basilio is a member of the Paris Bar and the Quebec Bar, and is registered as Legal Counsel in the United Arab Emirates. This allows the firm to act in these jurisdictions with all the guarantees of professional liability.

    Me Justine Basilio is a member of the Paris Bar and the Quebec Bar, and is registered as Legal Counsel in the United Arab Emirates. This allows the firm to act in these jurisdictions with all the guarantees of professional liability.

  • Me Justine Basilio is a member of the Paris Bar and the Quebec Bar, and is registered as Legal Counsel in the United Arab Emirates. This allows the firm to act in these jurisdictions with all the guarantees of professional liability.

    Me Justine Basilio is a member of the Paris Bar and the Quebec Bar, and is registered as Legal Counsel in the United Arab Emirates. This allows the firm to act in these jurisdictions with all the guarantees of professional liability.

This mapping identifies the jurisdictions and rules that may come into play.

INTERNATIONAL SUCCESSION

Several countries may be involved in a single succession.

The situation may require an analysis of:

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    governing law;

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    real estate;

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    spouse's rights;

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    children's rights;

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    companies owned;

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    inheritance tax;

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    existing documents;

  • Me Justine Basilio is a member of the Paris Bar and the Quebec Bar, and is registered as Legal Counsel in the United Arab Emirates. This allows the firm to act in these jurisdictions with all the guarantees of professional liability.

    enforcement of provisions in several jurisdictions.

  • Me Justine Basilio is a member of the Paris Bar and the Quebec Bar, and is registered as Legal Counsel in the United Arab Emirates. This allows the firm to act in these jurisdictions with all the guarantees of professional liability.

    Me Justine Basilio is a member of the Paris Bar and the Quebec Bar, and is registered as Legal Counsel in the United Arab Emirates. This allows the firm to act in these jurisdictions with all the guarantees of professional liability.

This recognition ensures continuity in the processing of files, regulatory compliance, and the security of international operations.

WILLS IN THE UNITED ARAB EMIRATES

Choosing an option consistent with your overall wealth

Depending on the situation, several routes can be considered in the UAE, including:

  • Dubai Courts;

  • DIFC Courts Wills Service;

  • civil will registered in Abu Dhabi.

The choice depends on the client's profile, assets, family and the succession arrangements already in place abroad.

ENTREPRENEURS & BUSINESS SUCCESSION

When the company is one of the family's main assets

Succession may involve, at the same time:

  • •

    shares;

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    governance;

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    control;

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    business continuity;

  • •

    heirs;

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    tax;

  • •

    a possible sale.

  • Me Justine Basilio is a member of the Paris Bar and the Quebec Bar, and is registered as Legal Counsel in the United Arab Emirates. This allows the firm to act in these jurisdictions with all the guarantees of professional liability.

    Me Justine Basilio is a member of the Paris Bar and the Quebec Bar, and is registered as Legal Counsel in the United Arab Emirates. This allows the firm to act in these jurisdictions with all the guarantees of professional liability.

For French companies, schemes such as the pacte Dutreil may need to be considered where their conditions of application are met.

REAL ESTATE & SUCCESSION

Property bought while living abroad becomes part of your estate

An apartment in Dubai, a house in France or an investment in Canada must be considered within the estate as a whole.

  • Me Justine Basilio is a member of the Paris Bar and the Quebec Bar, and is registered as Legal Counsel in the United Arab Emirates. This allows the firm to act in these jurisdictions with all the guarantees of professional liability.

    Admitted in France and Canada

  • Me Justine Basilio is a member of the Paris Bar and the Quebec Bar, and is registered as Legal Counsel in the United Arab Emirates. This allows the firm to act in these jurisdictions with all the guarantees of professional liability.

    Me Justine Basilio is a member of the Paris Bar and the Quebec Bar, and is registered as Legal Counsel in the United Arab Emirates. This allows the firm to act in these jurisdictions with all the guarantees of professional liability.

  • Me Justine Basilio is a member of the Paris Bar and the Quebec Bar, and is registered as Legal Counsel in the United Arab Emirates. This allows the firm to act in these jurisdictions with all the guarantees of professional liability.

    Legal Counsel in the United Arab Emirates

  • Me Justine Basilio is a member of the Paris Bar and the Quebec Bar, and is registered as Legal Counsel in the United Arab Emirates. This allows the firm to act in these jurisdictions with all the guarantees of professional liability.

    We also operate in the United Arab Emirates as Legal Counsel, in compliance with local requirements and the regulatory frameworks specific to this jurisdiction.

  • Me Justine Basilio is a member of the Paris Bar and the Quebec Bar, and is registered as Legal Counsel in the United Arab Emirates. This allows the firm to act in these jurisdictions with all the guarantees of professional liability.

    Expertise in international law

  • Me Justine Basilio is a member of the Paris Bar and the Quebec Bar, and is registered as Legal Counsel in the United Arab Emirates. This allows the firm to act in these jurisdictions with all the guarantees of professional liability.

    We possess expertise in European law and private international law, enabling us to analyze and structure situations involving multiple legal systems.

  • Me Justine Basilio is a member of the Paris Bar and the Quebec Bar, and is registered as Legal Counsel in the United Arab Emirates. This allows the firm to act in these jurisdictions with all the guarantees of professional liability.

    Me Justine Basilio is a member of the Paris Bar and the Quebec Bar, and is registered as Legal Counsel in the United Arab Emirates. This allows the firm to act in these jurisdictions with all the guarantees of professional liability.

The ownership structure chosen several years earlier may then take effect.

CHANGE OF COUNTRY

Estate planning is never set in stone

Returning to France. Moving to Canada. A new expatriation to the Emirates. Selling a company. Buying property. Marriage. The birth of a child.

Me Justine Basilio is a member of the Paris Bar and the Quebec Bar, and is registered as Legal Counsel in the United Arab Emirates. This allows the firm to act in these jurisdictions with all the guarantees of professional liability.

Solutions tailored to your mobility project

Planning an international succession means making sure no jurisdiction discovers only one part of your life on its own.

FREQUENTLY ASKED QUESTIONS

International succession

International succession

Do I need a will in the UAE?

Do I need a will in the UAE?

A DIFC will, a civil will in Abu Dhabi, or a will registered with the Dubai Courts non-Muslim section?

A DIFC will, a civil will in Abu Dhabi, or a will registered with the Dubai Courts non-Muslim section?

Can a UAE will cover foreign assets?

Can a UAE will cover foreign assets?

What happens if I own companies in several countries?

What happens if I own companies in several countries?

Can a Dutreil pact apply to an international situation?

Can a Dutreil pact apply to an international situation?