Inheritance law
We can assist you with your estate planning using a comprehensive approach that fully covers the areas of civil and tax law.
Key areas of our consulting services include:
- Advance planning for succession in both purely domestic and international cases
- Protection of family members (asset protection)
- Drafting of wills and inheritance agreements
- Settlement of estates
- Execution of wills
- Resolution of inheritance disputes
- Certificate of inheritance
- Distribution of estates amongst heirs
- Tax optimisation of financial circumstances
- Structuring of family holding companies
- Inheritance and gift tax returns
- Powers of attorney for healthcare, guardianship and living wills
The questions raised by our clients are:
- To what extent has the estate been organised, and does the existing arrangement reflect the current circumstances regarding the deceased’s life and assets?
- What statutory inheritance entitlements need to be taken into account, and what potential areas of conflict within the family might arise?
- What arrangements are in place to ensure the heirs’ capacity to act – particularly with regard to property assets?
- What legal and practical aspects need to be taken into account when dealing with a community of heirs?
- How can the transfer of business assets or property be structured in a way that makes sense from a legal and tax perspective?
- What rights and obligations do heirs have in the event of inheritance, and what risks of liability or conflict may arise?
There is a wide variety of wishes and objectives that are to be achieved through the planning of an estate during one’s lifetime and the initiation of a generational handover within the business. Our advisory services support clients in such matters, paying particular attention to the family interests and life circumstances of those involved.
Effective estate planning requires interdisciplinary advice, particularly when transferring business assets. This is because, depending on the nature of the assets being transferred, provisions from a wide range of areas of civil and tax law are involved. It is precisely this holistic approach to advice that is our strength.
Our many years of experience show that, for wealth transfer tailored to individual needs, it is essential to have a trusted partner at your side who asks the right questions, understands the client’s concerns, and thinks and acts with an entrepreneurial mindset. Our team is interdisciplinary and has many years of experience in managing wealth and business succession. We support you in all tax and civil law matters, from structuring your estate and passing on business assets to the next generation, right through to setting up a family holding company to ensure a sustainable transfer of assets.
In the field of inheritance law, we are committed to ensuring that your estate planning is forward-looking, legally sound and, at the same time, solution-oriented. We develop bespoke solutions – ranging from the tailored drafting of wills and inheritance agreements, through the strategic consideration of statutory inheritance rights, to the targeted prevention of conflicts within the family.
Another key focus of our work is representing your interests in disputes relating to inheritance: we manage the settlement of estates efficiently and in a structured manner, consistently enforcing claims or defending against unjustified claims. When dealing with the often complex disputes within communities of heirs, we act with the necessary tact, financial acumen and assertiveness to achieve viable and sustainable solutions. In addition, we draw on our many years of experience to assist you with the preparation and execution of wills. Thanks to our interdisciplinary expertise, we can provide comprehensive advice on inheritance law that takes legal, tax and financial aspects into account in equal measure.
