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Law, Economics, Management

Master's degree in private law and estate planning (D-IPAT)

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  • Duration

    4 semesters

  • Component

    Faculty of Law, Economics & Management

  • Location(s)

    Orleans

Presentation

(This new model is subject to approval by the university authorities)

The aim is to enable students in the first year of the Master's program to complete their Bachelor's degree by reinforcing their general legal training, with a focus on private law, and to prepare their specialization for the Master's 2 program they plan to follow.

 The Master's degree in private law is based on a Master's 1 course comprising three tracks.

- Civil and Judicial Law course (DCJ)

- Heritage law and engineering course (D-IPat)

- Business Law and Taxation (DAF) or French and International Business Law (DAFI) courses

The Master 2 D-IPat course trains lawyers in wealth management (constitution, development and transmission) who work in independent firms, banks, insurance companies, notaries' offices or chartered accountancy firms.

Application

 

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Skills

The holder of the diploma is a specialist in private law, and more specifically in wealth management.

The courses are designed to be practical while providing a solid theoretical grounding.

At the end of the training,

graduates are able not only to carry out accurate and relevant wealth analyses, combining law, tax and finance, but also to make judicious recommendations in terms of asset allocation, legal and tax structuring of wealth ownership and inheritance. The courses are designed to be practical, while offering a solid theoretical grounding.

In concrete terms, the skills acquired enable :

  • draw up and analyze a balance sheet
  • provide advice tailored to the customer's needs (wealth engineering, asset allocation, retirement planning, anticipating inheritance, tax planning, etc.):
  • understand, comply with and help enforce civil and tax regulations in the interests of the client and/or employer;
  • legally qualify the customer's situation, identify legal issues and resolve them clearly and rigorously;
  • use basic IT tools (including asset management software)
  • prepare summary notes for colleagues and colleagues on legal, tax or financial issues, and be able to present them in public
  • French and English language consultant.
  • Legal (property law, inheritance law, matrimonial property regimes, life insurance, corporate law, etc.), tax and financial knowledge;
  • Asset engineering ;
  • Ability to solve practical cases ;
  • Ability to provide legal advice ;
  • Aptitude for legal research and legal intelligence.
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Useful contacts

UFR DEG International Relations Office

https://www.univ-orleans.fr/fr/deg/international


international.deg@univ-orleans.fr

Tel: +33(0) 2 38 49 47 30    

 

PROFESSIONAL ORIENTATION AND INTEGRATION (D.O.I.P.)

http://www.univ-orleans.fr/doip

Tel : +33 (0)2 38 41 71 72
doip @ univ-orleans.fr

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Organization

Knowledge control

Teaching units are assessed by continuous assessment and/or written and oral final exams. They are definitively acquired once the student has obtained an average grade, and are assigned a coefficient and European credits. Compensations are made over the semester on the basis of the overall average of grades obtained in the various teaching units, weighted by coefficients. Two assessment sessions are organized for each semester.

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Special features

Created in 1994 under the name Master Droit et gestion du patrimoine privé, the master's degree has been renamed Droit et ingénierie du patrimoine as of September 2018. It has established a national reputation for preparing students for careers in wealth management, and in March 2018, it was ranked 15th in the national SMBG rankings. It also features in the rankings of major professional journals dedicated to wealth management. It enjoys the support and trust of numerous partners (independents, banks, insurance companies, notaries).

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Program

Master of private law: Wealth law and engineering

Master 1

Teaching unit

Coefficient/Credits

Hours Lecture courses

Course TD or TD/TP

Semester 7

Matrimonial regimes

6

30

15

Securities law

6

30

15

English

2

-

18

Introduction to research

-

10

-

Choice of 4 subjects from 6

Private International Law 1

4

30

-

General theory of law

4

30

-

Banking and finance law

4

30

-

Tax law 1

4

30

-

Insurance law

4

30

-

Special criminal law

4

30

 -

Semester 8

Inheritance and gifts

6

30

15

Real estate law

6

30

15

English

2

-

18

Choice of 4 subjects from 6

 Insolvency law

4

30

-

Private international law 2

4

30

-

Intellectual property law

4

30

-

Tax Law 2

4

30

-

Consumer law

4

30

-

Collective memory

4

-

-

Optional internship

-

-

-

Master 2

Teaching unit

Coefficient/Credits

Hours Lecture courses

Hours Lectures Tutorial

Semester 9

 

 

 

Individual and family block

 

 

 

Family property law

4

40

-

Vulnerable persons law

2

18

-

Wealth taxation block (full validation of block: 5 ECTS)

 

 

 

Wealth tax law 1 - Principles

-

25

6

Transfer taxation

-

10

-

Banking and Corporate Engineering block

 

 

 

In-depth corporate law

4

18

-

Loans and banking products

2

12

-

Economics and Finance block

 

 

 

Accounting and financial analysis

2

18

-

Financial markets and asset allocation

4

20

-

Portfolio management

-

-

10

Real Estate block (full validation of block: 2 ECTS)

 

 

 

Real estate in wealth management

-

12

-

Real estate investment trusts

-

6

-

Professional Practice Block

 

 

 

Compliance law

2

13

-

Contract law

2

10

-

Group project

1

-

-

Semester 10

 

 

 

Insurance and financing block

 

 

 

Life insurance law and taxation

5

20

-

Capitalization contract law and taxation

-

3

-

Droit fiscal du patrimoine 2 - Les montages

3

20

-

Art and heritage engineering

1

12

-

Entrepreneurial assets block

 

 

 

Professional asset management

 4

 25

 -

Retirement and pension block (full validation of block: 2 ECTS)

 

 

 

Retirement

-

6

-

Pension

-

6

-

Life annuity

-

3

-

International aspects of wealth management (full validation of the block: 3 ECTS)

 

 

 

International wealth management law

3

30

-

International tax law

-

6

-

Professional Practice Block

 

 

 

Heritage survey technique

5

10

-

Wealth management software practice

-

-

12

Legal English (corporate law)

2

-

10

Group project

1

-

-

Choice of two subjects from 2

-

-

-

Individual memory

4

-

-

Internship and internship report

4

-

-

 

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Admission

Admission requirements

Hold a bachelor's degree relevant to the course content.

Recommended subjects: law, general law, private law, corporate law, business law, European law, law/history.

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How to register

Access to M1 and M2 :

Admission to 1st and 2nd year Masters programs is selective.

- via the mon master platform in M1.

- via the e-candidat application for M2.

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Tuition fees

For students:

https://www.univ-orleans.fr/fr/univ/formation/droits-dinscriptions

For adults returning to school, for professionalization contracts and for VAE, consult the: SEFCO.

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And then

Professional integration

The D-IPat course:

Target jobs :

Trains lawyers in wealth management (constitution, development and transmission) who work in independent firms, banking establishments, insurance companies, notaries' offices or chartered accountancy firms.

Target sectors :

 Lawyer specializing in wealth management (and gateways to the notarial profession) ;

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