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