Property law
The firm advises companies and individuals on taxation, wealth management and social security or tenancy disputes. Its advice covers, in particular, tax structuring, the division of ownership between usufruct and bare ownership (*démembrement de propriété*) and the administration of estates. This expertise draws on an in-depth knowledge of the workings of the tax and social security authorities.
How the firm acts
- Business taxation: tax advice and structuring, guidance on and management of tax audits
- Wealth management: division of ownership rights in co-owned property (*démembrement de copropriété*), financial and property investments, tax structuring, administration of estates
- Social security litigation: disputes with pension insurance bodies (CARSAT, CNAV) and social security collection bodies (URSSAF)
- Landlord and tenant disputes: termination of civil and commercial leases, eviction proceedings.
Key points of the practice
Two offices: Paris and Marseille.
Experience gained within the tax audit and tax litigation services.
Tax advice and structuring, wealth management and succession.
Assistance to companies and individuals.
General principles worth knowing
How does a tax audit proceed?
A tax audit begins with a notice of audit specifying the taxes and the period concerned; the taxpayer has procedural safeguards (an oral and adversarial exchange, the assistance of a legal adviser) before any proposed reassessment.
What is the division of ownership between usufruct and bare ownership?
This division separates the usufruct (the right to use the property and to receive its income) from the bare ownership (the right to dispose of the property), and is frequently used as part of a strategy for passing on assets.
What remedies are available in a dispute with URSSAF or CARSAT?
A dispute with URSSAF or CARSAT may first be referred to the relevant internal review board of the body concerned and, where disagreement persists, brought before the social security courts.
How can the administration of an estate be made secure?
The administration of an estate involves drawing up an inventory of the assets, identifying the heirs and their entitlements, and considering the available tax options, ideally anticipated before the death occurs.
When can the firm step in?
- Exemple type
Assisting a company director during a tax audit.
- Exemple type
Advising a family on the structuring of an estate.
- Exemple type
Defending a contributor in a dispute with URSSAF.
Initial enquiry
Contact the firm about property law.
Set out the essential facts, the parties involved and any deadlines. The firm will review the enquiry and carry out its conflict checks before confirming whether it can act.
- Meetings in Paris, Marseille or remotely
- Individuals, executives and companies
- Please send no confidential documents before written confirmation