Giving & inheritance

Have you been successful? Have you accumulated wealth after a long career?

Take the opportunity to make (multiple) transfers during your lifetime “with a warm hand” and benefit from the blessings of our gift tax law – while at the same time retaining control over the donated assets.

Do you want to regulate your succession upon death through testamentary dispositions?

Inheritance law issues are complex and often difficult to understand, especially for laypeople. In addition, the topic of asset succession is usually emotionally charged due to the decisions involved. This is precisely why long-term planning to protect your business or private assets deserves special attention.

Together with you, we develop a comprehensive overall concept aimed at ensuring the smoothest possible succession of assets during your lifetime or upon your death. This includes not only the tax-optimized drafting of wills and inheritance contracts or the planning of gifts, but also the preparation of powers of attorney and concepts for avoiding compulsory portions.

Would you like to actively plan your asset succession or are you facing challenges in the area of inheritance law? Then give us a call.

We help them in particular with

• Identification of tax and legal successor risks
• preventive structuring of your private assets
• Restructuring of companies for optimal succession planning
• Establishment of family office structures
• Preparation of health care proxies and living wills
• Planning the transfer of assets during your lifetime
• Execution of chain slings
• Drafting testamentary dispositions
• Adaptation of articles of association
• Taking over the execution of wills