After the death of an entrepreneur, an estate remains consisting of real estate, securities deposits, other assets and a pension obligation. The estate belongs to a community of heirs consisting of several persons. The co-heirs do not agree on the administration of the estate. This is followed by many years of disputes, also in court and costly. A way should be found to avoid future disputes and to secure the existing pension obligation.
After the inventory, the value of the now diminished estate was determined. Further, discussions were held with the individual co-heirs or their legal representatives in order to determine and understand the interests of the individual persons. Taking into account the individual interests, a proposal was determined for dissolving the community of heirs while safeguarding the existing pension obligation. the individual companies and thus the group of companies were valued. inheritance tax risks were determined. An agreement on the settlement of the estate was developed and implemented in notarized form. All legal proceedings in this connection were terminated by mutual agreement.
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