June 2025
Although they have been anticipating the transfer of their assets for some twenty years, the 2 spouses contacted by Le Particulier still hold a significant amount of wealth. How can they continue to give to their daughter and granddaughter without paying too much tax? Sandrine LAMERAND, notary in Lyon, advises them:
This article is only available in French.
Althémis Lyon
Sandrine LAMERAND is a partner notary in Lyon and head of the wealth and family engineering department.
She specializes in matrimonial property regimes, asset transfers and inheritance law. She advises and assists her clients with issues of liquidation and organization of complex or intergenerational transfers, in a national or international context.
Stéphanie BOHUON
Public relations manager
