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Inter vivos gifts: planning your estate transfer

What is an inter vivos gift?

An inter vivos gift is an act by which a person transfers an asset to another person during their lifetime, immediately and irrevocably. It may concern real property, sums of money, or company shares.

This approach enables you to organise the distribution of your estate according to your wishes, avoiding the uncertainties of succession after death.

Why plan ahead?

Planning the transfer of your estate prevents complex and potentially conflictual situations between heirs. An inter vivos gift ensures a better distribution of assets.

Why involve a notary?

A notary is essential to secure the gift and guarantee its validity. Certain gifts must by law be formalised by notarial deed. Engaging a notary ensures a smooth transfer and avoids any future dispute.

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