Inheritance, bequeathing and structuring assets during life

Planning for the succession of assets should be started in good time and implemented carefully in order to avoid disputes over the inheritance and to minimize the tax burden. Private pension documents such as general powers of attorney, health care proxies and living wills also play a decisive role.

How we help you

Together with you, we create a legally secure and tax-optimized succession concept that meets your personal goals. The focus is not only on testamentary succession arrangements, but also on the lifetime transfer of assets to family members or family companies in order to make optimal use of the inheritance tax allowances.

Our consulting activities include in particular:

  • Drafting wills and inheritance contracts

  • Drafting of gift contracts

  • Drafting of family partnership agreements

  • Drafting of marriage contracts (matrimonial property regime)

  • Drafting of pool contracts

  • Preparation of inheritance tax returns and gift tax returns

  • Inheritance/inheritance with a foreign connection

  • Establishment of family foundations and charitable foundations

  • Drafting of general powers of attorney, health care proxies and living wills

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Tax consulting and legal advice
Schomerus & Partner mbB
Steuerberater Rechtsanwälte
Hamburger Treuhand Gesellschaft
Schomerus & Partner mbB
Deichstrasse 1
20459 Hamburg