The firm
The lawyers and experts
Areas of expertise
The offices

Tax law
Corporate law
Labour law and employee management
Competition and distribution
Intellectual Property, Information Technologies
Wealth Management
Dispute resolution
Public law
Associations and the Social and Solidarity Economy
Banking, Insurance, Asset management
Private Equity
Corporate recovery and insolvency
Securities law
Valuation and transfer pricing
Real estate
Agriculture and food industry

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Presentation Areas of expertise
FIDAL has developed considerable expertise in the following fields :

Private wealth planning and management

• Reviews and audits of estates/assets

• Legal and tax analysis of investment products (life insurance, capitalisation products)

• Optimization of the management of securities or real estate assets, particularly by setting up special purpose vehicles (SCI - non-trading real estate partnerships, asset management companies, etc.)

• Modification and adaptation of matrimonial regimes

• Implementing and managing the splitting of ownership rights (beneficial ownership, quasi beneficial ownership)

• Protection in case of incapacity (lasting powers of attorney)

• Trusts

Transmission of private assets

• Legal and tax reviews of transmissions staggered over time (assistance in estate planning, through one-off reviews or regular ongoing engagements)

• Audit of life insurance policies to secure and optimize their close-out by death

• Wills, gifts, powers of attorney with posthumous effect and beneficiary clauses in life insurance policies

• Inter-generational transmissions: arranging the situation of grandchildren

• Arranging the surviving spouse’s situation

• Estate settlements, distributions and tax optimization

• Financing and terms of payment of death/transfer taxes

Corporate assets

• Anticipating the transmission of a company five years ahead, to secure and optimize the transmission from a legal and tax standpoint

• Intra-family transfers of businesses, free of charge and/or for consideration

• Organizing controlling family holding companies, takeover or financing of family-owned businesses

• Family governance (family agreements, charters)

• "Dutreil" agreements (advice, implementation and filing requirements)

• Managing and monitoring "Dutreil" agreements for complex shareholding structures in large family-owned groups

• Implementation of deferred or staggered payment mechanisms

• Legal and tax optimization of real estate investment transactions, renovations or conversions of premises: building leases, leasing

• Advice and assistance with drafting commercial leases and professional leases

• Transactions on businesses ("fonds de commerce"): sales, purchases, business management leases

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