Legal Succession / Assets

Foresightful planning can avoid or reduce, significant inheritance-/donation- and income-tax payments when transferring company or private assets from one generation to the next.

From a tax point of view, there are special risks related to foreign transactions, e.g. in the case of dual residence of the testator/giver or foreign acquisitions or foreign assets.

Together with all participants, we design concepts in the scope of long-term planning in order to make the asset transition as accepable as possible from an economic, tax and human point of view. Our partner Vierhaus Rechtsanwaltsgesellschaft mbH is able to assist you and carry out the legal part of the transfer, for example drafting contracts and last wills, or to execute last wills.

Focus of Activities

  • Development of an optimal asset and corporate structure for testamentary successor arrangement
  • Designing ideas for anticipated succession / donations
  • Development of management-buy-out or management-buy-in concepts
  • Tax optimized design of contracts and last wills
  • Execution of wills
  • Processing tax issues of settling estates and inheritance disputes
  • Assumption of tasks and functions as a family office
  • Charitable foundations / family foundations