When it comes to inheritance law, most people think of the financial consequences of death. But inheritance law is much more than that. First and foremost, it is foresighted planning and provision for close persons, be it the partner, close friends or children during their lifetime. The design is not a question of age, but can be important in every area of life, especially when it comes to transferring assets to the next generation.
Sound advice on inheritance law can be the guarantee for the smoothest possible transfer of one's own assets.
Furthermore, in the event that such a provision has not been made by a clear last will and testament (in most cases the will), it may be necessary to provide legal support for the consequences of the inheritance and to develop practical legal solutions. In addition to clarifying the inheritance shares and the disputes of so-called communities of heirs, this also includes the calculation and enforcement of so-called compulsory portion or bequest claims against the heirs.
Especially in the case of substantial assets, foresighted planning is indispensable. Otherwise, substantial inheritance tax may be payable in the event of inheritance. Many cases can already be solved by transferring assets during one's lifetime subject to usufruct or property rights.
In suitable cases, the establishment of family companies or a so-called "family pool" is a good idea. In this case, even larger assets can be transferred to the next generation in a fair and tax-optimised manner and be secured against intervention by persons outside the family. We always work closely together with your tax advisor in this regard or suggest that you have your tax affairs audited by a tax advisor specialising in the formation of family companies.
The professionals Axel Sawal and Dominik Schüller advise as notaries public on the precautionary design of individual inheritance regulations and testamentary dispositions. Both notaries are also specialist lawyers for inheritance law and have the necessary specialist knowledge to correctly tackle even the "tricky cases". We would be happy to work with you to develop a succession arrangement tailored to your life situation and needs.
Advice on inheritance law is not a mass business. Every family is different, has a different history and different objectives. Every consultation must therefore start with a detailed discussion. The goals are worked out together. The notary public/lawyer then draws up a first draft. If necessary, further discussions take place until the will or other document is finally notarised.
For various reasons, it is not advisable to make a will in one's own hand. In addition, a notarial will is usually even cheaper than a handwritten one.
We regularly offer seminars on the subject of inheritance law and the drafting of wills. If you are interested in this, simply contact us. You will then be invited to the next appointment. Nevertheless, such a seminar cannot replace a personal consultation. However, it is a good step to deal with the difficult topic.
In selected cases, we will be happy to represent you in disputes over inheritance, the assertion of claims to a compulsory portion, the examination of testamentary dispositions or the conduct of mediations.