Inheritance law

Execution of wills/estates

We assist you in drafting, amending and revoking wills and inheritance contracts, taking into account foreign assets as well as tax implications in Germany and abroad. We draw up health care proxies and living wills for you. In addition, we advise and represent you after the inheritance to assert, enforce and defend all claims under inheritance law. Our range of services also includes the execution of wills.

Anticipated succession

We design your anticipated succession taking into account family structures as well as corporate law and tax requirements, in particular also for minor beneficiaries.

Asset structuring

We advise you on the structuring of larger assets, taking into account all aspects of inheritance and family law as well as tax, corporate and foundation law.

Family Law

We assist you in drafting prenuptial agreements and agreements of non-marital partners with special consideration of the legal relationship to joint children, asset structures and your property law consequences. We can also act for you in the area of preparatory separation and divorce counseling.

Our services:

  • Execution of wills/organization
  • Anticipated succession
  • Asset structuring
  • Family law
Problem solutions tailored to your needs

Case studies from practice

Succession planning for a medium-sized manufacturing company (approx. 40 million turnover) within the family by means of a mixed donation
  1. Preparation of a schedule
  2. Preparation of a business valuation to determine a purchase price and gift value
  3. Determination of the provision for the transferring shareholder
  4. Extensive discussions with the family members involved
  5. Drafting of the transfer agreement
  6. Redrafting of the articles of association
  7. Establishment of an advisory board with the involvement of the transferring shareholder
  8. Tax support of the company and the shareholders during the entire transfer process
  9. Tax optimization of the transfer to the next generation
AuditingLegal consultingTax consultingManagement Consulting
Sale of an owner-managed production company (approx. 100 million turnover) to a third party (advising the seller)
  1. Structuring of the overall process
  2. Preparation of a company valuation to determine a purchase price
  3. Preparation of an information document on an anonymous basis
  4. Search for interested parties together with external partner
  5. Conducting initial interviews with interested parties after signing a confidentiality agreement
  6. Conclusion of a Letter of Intent (LOI)
  7. Further negotiations with the interested parties
  8. Accompaniment of the due diligence
  9. Negotiation and drafting of the company purchase agreement
  10. Tax support of the company and the shareholders during the entire sales process
Legal consultingManagement Consulting
Transfer of a sole proprietorship (approx. 4 million turnover) to an external successor (advising the buyer)
  1. Structuring of the purchase process with the establishment of a purchasing company
  2. Preparation of a company valuation to determine a purchase price
  3. Conclusion of a letter of intent (LOI)
  4. Accompaniment of bank negotiations to finance the purchase price
  5. Execution of tax, economic and legal due diligence
  6. Negotiation and drafting of the company purchase agreement
  7. Tax optimization of the company acquisition and the subsequent structure
  8. Support of the acquired company in all tax, economic and legal matters
Management ConsultingLegal consultingTax consulting
Accompaniment of the settlement of a community of heirs
  1. Determination of the value of the estate with valuation of individual estate items
  2. Determination of the interests of the individual members of the community of heirs
  3. Optimization of the tax effects of a settlement of the community of heirs
  4. Implementation of the contractual arrangement of the settlement
  5. Preparation of the required tax returns with assistance in the tax proceedings vis-à-vis the tax authorities
Legal consultingTax consulting
Assumption of an executorship for the fair implementation of the testator’s will
  1. Drafting of the will with the client with appointment of executor
  2. Occurrence of the succession
  3. Taking over the execution of the will
  4. Communication with the probate court
  5. Information and coordination with the heirs
  6. Preparation of an estate inventory
  7. Preparation of the inheritance tax return
  8. Implementation of the testator’s instructions within the framework of the execution of the will, in particular the disposition of the estate and distribution to the beneficiaries in accordance with the testator’s wishes
Legal consultingTax consulting
Restructuring of a group of companies in the context of a shareholder dispute
  1. Advising and assisting a shareholder in a company split with various legal and tax issues
  2. Contractual implementation of the separation
  3. Restructuring of the acquired part of the company
  4. Preparation of a business plan
  5. Accompaniment of the financing discussions
  6. Ongoing support of the company in tax, legal and business management matters
Management ConsultingLegal consultingTax consulting
Support of a medium-sized company with several foreign subsidiaries
  1. Comprehensive tax, legal and business management advice to companies and shareholders
  2. Accompanying the acquisition of companies in Asia – close cooperation with the specialist advisors in Asia
  3. Business management consulting during the integration of the new acquisition with review of product calculations, etc.
  4. Introduction of a controlling reporting system for the group of companies
  5. In addition to the preparation of the annual financial statements of the German companies, preparation of group financial statements including the foreign companies
AuditingLegal consultingTax consultingManagement Consulting