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Planning a fair and optimized estate


Planning a fair and optimized estate

May 2026

A retired couple, readers of Le Particulier magazine, has begun transferring part of their estate to their two children in their 40s. Before proceeding further, they need to consider their future needs. Sandrine LAMERAND, a partner in Lyon, offers them the following estate planning advice:

  • assess their future needs before giving
  • top up existing life insurance policies
  • revise their matrimonial regime

This article is only available in French


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Sandrine LAMERAND - Althémis Lyon

Sandrine LAMERAND

Lyon

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