Inheritance Cases
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Inheritance cases often involve significant legal, tax, and financial challenges. For business owners and high-net-worth individuals in particular, proper planning and execution are essential to avoid disputes, minimize tax burdens, and ensure an efficient transfer of assets. Without professional guidance, unclear testamentary provisions, high inheritance taxes, or unresolved business succession issues can lead to serious financial and familial consequences.
Comprehensive Advice for a Secure Estate Settlement
Our interdisciplinary experts in inheritance law, tax law, and business consulting guide you through the entire estate settlement process. We develop tailored solutions that take into account your family, tax, and business interests alike. With modern, interactive analyses of the interplay between inheritance and tax law, we provide a solid basis for sound decisions.
A key feature of our advisory approach is the clear and practical presentation of complex matters. This ensures that you remain well-informed and can make confident decisions regarding the estate.
Our Services in Detail
- Review and drafting of wills and inheritance contracts
- Advice on compulsory portions and disclaimers of inheritance
- Preparation of general and precautionary powers of attorney
- Calculation of inheritance and gift tax
- Tax-optimized asset transfers during lifetime
- Advice on utilizing tax allowances and reliefs
- Planning the continuation of the business within the family
- Development of ownership or foundation models for long-term protection
- Advice on shareholder agreements and inheritance-related provisions
- Support with inheritance disputes
- Mediation and out-of-court conflict resolution
- Litigation in inheritance matters before the courts
Your Benefits
- Legal certainty in all inheritance and tax matters
- Reduction of tax burdens through strategic planning
- Conflict avoidance through clear arrangements
- Comprehensive support from experts in law, tax, and business consulting
