This class exists in these courses :
• Faculté de Gestion, Economie & Sciences - Masters - Master 2 Management des Banques et Institutions Financières - S3 - 4 ECTS

Prerequisites

Familiarity with civil rights, taxation of private individuals and/or companies, the environment of the business manager.

Learning outcomes

Awareness of the necessity of not proposing a patrimonial act without taking measures of the consequences and the interactions between the professional capital, the social capital and the private capital.

Course description

Approach the holdings of the business manager, methodology discovery, comparison of different modes of patrimonial association, introduction to taxation and capital, division of problematic property investment, life insurance security, asset allowance in patrimonial management, new French society and the needs of patrimonial management.

Class type

Class structure

Teaching methods

Assessment

Recommended reading

• , Mémentos Francis Lefèvre : Fiscal, Patrimoine||
  Code civil, Code général des impôts,||
  Précis de droit fiscal de la famille. Frédéric Douet Ed lexisnexis||
  Revue Droit et Patrimoine||
  L'Agéfi Actif

Internet resources

• Impôt.gouv