Notarial taxation and estate planning

Teacher(s)

Navez Edouard-Jean;

Language

French

Prerequisites

The course is part of the notarial advanced Master's program. It assumes prior acquisition of a Master's degree in law, as far as possible with a thorough knowledge of the law of legal persons, tax law and family property law.

Main themes

The course looks at the classic tools of estate planning (matrimonial agreements, donations, wills, life insurance, companies) from both a civil law and a tax law perspective.

Learning outcomes

At the end of this learning unit, the student is able to :

Having completed the course, students will be in a position to provide useful advice the tools to be used in their specific situation to people wishing to manage their assets with a view to planning.

Content

The course studies the classic tools of tax law, corporate law and family property law, but focuses on them from a dynamic and practical advisory perspective, combining the civil and tax aspects of the same issue.

Teaching methods

The course is given to a small audience and favours interactive teaching. The case method is the best way of meeting the course specifications: the cases presented and commented on by the lecturer are solved during the session, providing a useful opportunity to compare the respective advantages and disadvantages of the various tools to be used or solutions proposed.

Evaluation methods

A traditional examination session is used to assess the student's knowledge. In line with the case method, written examinations are preferred, with an open-ended questionnaire.

Other information

Students are advised to collect cases on their own that they can present to the course, or cross-reference with those proposed by the teacher.

Online resources

The syllabus is available on Moodle, as are explanatory capsules where appropriate.

Faculty or entity

> DRT