Donating while alive is an act of generosity but also a method to optimize the transmission of one’s heritage.

It is possible to donate a sum of money by simply completing a manual donation form, which is submitted to the departmental tax service that handles the registration. Nonetheless, the staff and specialized notaries at Etude 352 can ensure that this is the best way to proceed: it might be safer to have an authentic deed of donation-partition drawn up, mainly because you don’t have to justify the donated funds at the opening of the donor’s estate.

Donating is a serious act because it is a definitive act, except for exceptions. Before donating property or a sum of money, it is essential to be fully informed of the consequences of your gesture. This is the reason why you should set an appointment before carrying out any donation.