Four practice areas, one discipline

Valuation at the relevant date for asset settlement, declared values and arbitrations between heirs.

• Estates in joint ownership with assets across multiple municipalities
• Disagreement between heirs on the value of a principal asset
• Declared value to the French tax authority (DMTG — inheritance tax base)

Contradictory valuation for matrimonial liquidations and exits from joint ownership.

• Liquidation of community of property (communauté universelle or réduite aux acquêts)
• Exit from joint ownership following dissolution of Pacs or cohabitation
• Valuation of a separately-owned asset whose value has materially changed

Amicable expertise, decision-support files, rental values, eviction indemnities.

• Commercial rental values and eviction indemnities
• Price disputes between vendor and purchaser
• Pre-litigation valuation before summary or injunctive proceedings

IFI declarations, gifts, patrimonial management, advisory for international investors entering the Provençal market.

• Annual IFI declaration: justifying the value declared to French tax authorities
• Gifts, shared gifts, intergenerational asset management
• Acquisition of a Provençal property by an international investor