succession | bequests | gifts.

rule-consistent. individualized.

Our clients with professional discretion in all matters surrounding asset and company succession. Individually assembled expert teams support you in planning and drafting a will and inheritance, and questions surrounding inheritance and gift taxes, in the case of company and asset succession and for all aspects of establishing a foundation. With great experience in cross-border circumstances, we also advise and support our clients on all national and international aspects.

range of consulting services.

wills | contract of inheritance.

inheritance tax | gift tax.

company succession | planning.

foundations.

wealth succession | planning.

emergency preparedness kit | precautions.

cross-border issues.

assessment.

wills | contract of inheritance.

Complete consulting and drafting wills and contracts of inheritance.

services.

Special drafting, such as, for example, wills in the case of handicapped heirs, or divorce
Tax-optimized drafting

Dr. Tobias Buchmann

Partner | Lawyer

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inheritance tax | gift tax.

Tax-optimization, planning and calculating scenarios, preparation of inheritance and gift tax declarations, and valuations are included among our range of services.

services.

Optimizing business assets to receive the tax exemption for company assets
Group asset itemization in multi-level ownership structures
Valuation of companies and real property according to the Valuation Act

Barbara Gayer

Partner | Lawyer, Tax consultant

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company succession | planning.

Complete consulting under one roof for all legal and tax areas of company succession.

services.

Planning and conceiving of succession solutions
Drafting transfer and shareholders' agreements and wills
Gift tax optimization, in particular with respect to the tax exemption for business assets
Family foundations

Barbara Gayer

Partner | Lawyer, Tax consultant

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Ulrich Derlien

Partner | Lawyer, Tax consultant

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Dr. Thomas Rau

Partner | Lawyer

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foundations.

Foundations both the purposes of asset and succession planning, but also securing assets and realizing charitable purposes.

services.

Timely and long-term strategic succession planning
Organizing foundations (public or private)
Foundation law and nonprofit status
Tax consulting
Experience in working with foundation supervisory authorities and fiscal authorities

wealth succession | planning.

We advise our clients on all legal and tax matters surrounding transfers of wealth.

services.

Conception and configuration of transfer agreements.
Optimizing gifts
Asset commitment by means of family-run companies
Foundation solutions

Barbara Gayer

Partner | Lawyer, Tax consultant

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emergency preparedness kit | precautions.

Advise on preparing an emergency plan for the loss of the owner/executive head.

subject areas.

Emergency preparedness kit
Health care proxies
Living wills

Ulrich Derlien

Partner | Lawyer, Tax consultant

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cross-border issues.

We counsel visuals this broad and cross-border succession planning.

services.

Maintaining the status quo
Determining future scenarios
Planning and conception of configurations to avoid unnecessary tax burdens
Preparing tax declarations

Wolfgang Fratz

Partner | Auditor, Tax consultant

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assessment.

We ascertain the value of staking companies as well as individual asset items.

services.

Use of recognized tax valuation methods
Consulting and indicative value determinations by means of inheritance tax simulations
Assessment of companies and company shares as well as other assets
Expert assessment within the framework of transferring assets and declaration
Support and representation for ascertained values within the context of examinations by fiscal authorities

Jürgen Baur