David W. Wilson was a panelist speaker on Cross-Border Inheritance in Practice ("Les successions transfrontières en pratique").
David presented the quasi-usufruit and the joint account right of survivorship ("compte joint avec clause d'exclusion d'héritiers"), alongside a French notary and a wealth planner.
The Wealth Planning Perspectives conference was devoted to structuring assets of French families within an international framework - balancing legal, tax, and financial considerations.
Organised by Lombard Odier & Cie SA, the conference drew over 150 professionals from France, Switzerland, Belgium and Luxembourg.