Speaker: Olivier Roumélian

Objective:

The purpose of this training is to equip participants with a comprehensive understanding of Life Insurance and Wills in France. This knowledge will enable them to make informed decisions and implement effective strategies to protect their assets and ensure optimal transfer to their loved ones. By combining theory with practical exercises, the training aims to provide participants with the necessary skills to successfully navigate the complex landscape of financial and estate planning.

Content:

This training covers the fundamental aspects of Life Insurance in France, including its tax benefits and advanced estate planning strategies. It also delves into the rules and implications of wills in the context of asset transfer, offering practical advice for integrated and optimized estate planning.

Topics Covered:

• How Life Insurance works in France.
• Tax advantages of Life Insurance.
• Asset transfer strategies.
• Integrated estate planning.
• Drafting and conditions of a will.
• Impact of a will on inheritance.
• Management of beneficiaries.
• Inheritance and gift taxes.
• Dispute prevention.
• Case studies and practical examples.