Trusts and Professional Trustee companies

The firm advises trusts and private business foundations, their settlors, beneficiaries or protectors to understand the issues and impacts relating to such structures in France, in particular:

  • Addressing legal and tax consequences of the entity in France (trusts, foundations, etc.)
  • Assisting in drawing up documentation and letter of wishes (trust deed, bylaws and articles of foundations, trustee and board minutes, etc.) for French compliance
  • Analysis of French filing requirements and calendar
  • Drafting and filing of tax forms for trusts and foundations
  • Assistance with tax audits and litigation and other situations in front of the French Tax Authorities