Private international law for English-speaking clients in Dinan

In a marriage contract, which law governing the matrimonial regime may the spouses choose?

In a marriage contract, which law governing the matrimonial regime may the spouses choose?

It is best for mixed couples (where one of the two spouses is of foreign nationality) or couples wishing to relocate or already living abroad, to formalise a marriage contract within which they shall choose the law applicable to their matrimonial regime. Failing this, in many cases, the nature of their matrimonial regime will remain uncertain. In general, the spouses will have the choice between the three following laws: -the law of the State of which one of the spouses is a national at the time of the act, - the law of the Sate within which one of the spouses has their habitual residence at the time of the act, - or the law of the first State on the territory of which one of the spouses will establish their new habitual residence once married. Apart from this choice of law, you need to anticipate any difficulties linked to the coexistence of several legal systems throughout the world so as to secure at best the effectiveness and recognition of your marriage contract abroad. To do so, feel free to contact Alexandra ETASSE, who specialises in International Law and heads the international department of ETASSE et Associés, and who will therefore be able to help and advise you in order to consider together the terms for the drafting of the marriage contract 
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What is an international estate?

What is an international estate?

We refer to an international estate when the inheritance has an international aspect. So there will be an international estate if the deceased held an asset in at least one country other than that of his nationality or residence, or if the deceased dies in a country other than that of his nationality or residence. 
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Which documents need to be gathered and given to the notary upon the opening of an estate settlement file?

Which documents need to be gathered and given to the notary upon the opening of an estate settlement file?

The deceased's family record book and marriage contract, if any. An extract of the deceased's death certificate.  An authentic copy of the judgement of divorce or legal separation, if any An authentic copy of any gift between spouses the deceased may have formalised Any will the deceased may have drawn up, or name and address of the person who may have said will within their possession. All savings accounts. The bank information for each of the banks within which an account is opened in the name of the deceased and their spouse in the case of shared assets (including any joint bank accounts). Any registered or bearer securities at the place of residence. All documents pertaining to all pensions and retirement benefits received by the deceased or their spouse. The registration certificates for all vehicles belonging to the deceased and their spouse, in the case of shared vehicles. All information and documents concerning any receivables. Any life-insurance policies taken out by the deceased or their spouse (in the case of shared policies). Information on all property owned:  Authentic copies of all real estate acquisition deeds All leases and information on the rentals granted. The latest insurance premium receipts for the buildings. Name and address of the property manager.  Name and address of the property management company All information on the deceased's debts, i.e. all bills paid after their death for expenses incurred before their death: -           + Last illness costs. -           + Funeral expenses. -           + Loans. -           + Last tax notice. -           + Wealth tax. + Property tax. -           + Local tax.  + Miscellaneous bills.  Any information on the benefits the deceased may have received as part of social assistance or the National solidarity fund.   You will also need to provide all information on any gifts made to their children during the marriage, as well as on any gifts or estates received by the deceased or their spouse during the marriage, and on any sale of private property having belonged to the deceased. Depending on the nature of the deceased's assets, additional documents may be required
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What is the ‘Communauté universelle’ ?

What is the ‘Communauté universelle’ ?

           The universal community place the French property in a matrimonial fund, which passes automatically to the surviving spouse. Once again the legal reserve rules are postponed. There are limitations to the use of the universal community, in particular wher there are children from a previous marriage
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What is the forced heirship (“réserve héréditaire”) ?

What is the forced heirship (“réserve héréditaire”) ?

When French law is applicable to a succession, the French Civil code foresees that a determined part of the deceased's heritage must compulsorily be assigned to the children, namely half in presence of one child, two third in presence of two children, and three quarter in presence of three or more children. 
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Voluntary change of law applicable to the matrimonial regime.

Voluntary change of law applicable to the matrimonial regime.

In an international context, husband and wife have the option of changing at any time the law applicable to their matrimonial regime. However, this choice is circumscribed by and limited to the following laws: -          that of the State of which one of them is a national, -          that of the State in which one of them is habitually resident at the time of the choice, -          that of the State where the immovable assets are located, but only in regard to these assets. This change of applicable law must result from an instrument executed in the form of a marriage contract. It may need to liquidate the previous regime. Steps to publicise such a change are necessary for opposability against third parties
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