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Managing and handing down a family estate


Managing and handing down a family estate

Mars 2024

Louise has just inherited a large property. She wants to keep it, along with her brother and sister, and also wants to plan the distribution of her assets between her 2 children. Sandrine Lamerand, Althémis Lyon notaire and specialist in family law and estate planning, gave her advice to the reader of Le Particulier magazine:

  • conduct a family review
  • giving bare ownership of shares to children
  • restore balance within siblings

This article is only available in French.