Private Succession Planning

Optimally designed testaments and other testamentary dispositions are the basis for long-range private succession planning as well as for corporate succession planning. Our experts will help you to design your private succession plan, while taking into account your family situation. In doing so, we pay special attention to the defense of statutory share claims and a testament design that will consider all aspects of the matrimonial property law.

In the private as well as entrepreneurial area, considerable inheritance tax or gift tax savings can be achieved through careful asset structuring. An important instrument for inheritance tax reduction is asset transfer within the scope of an anticipated succession. Meanwhile, despite the tax appeal of such concepts, we always keep our clients’ pension interests in mind.

Often a client’s private assets are spread out over several countries. This requires careful coordination of respective succession plans with applicable cross-border civil and tax law. In such cases, we cooperate with proven international partner law firms.

The following Practice Groups are dedicated primarily to the field Private Succession Planning

Lawyers in this Area of practice

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