03 / Succession & Estate Planning
Succession & Estate Planning
We design succession arrangements that hold up legally and keep families together. Focus on wills, inheritance contracts, compulsory portions and business succession.
Typical mandates
Berlin will drafted
Drafting of a joint will with compulsory-portion penalty clause and final-heir arrangement, notarized in-house.
Compulsory portion dispute resolved
Out-of-court resolution of a compulsory-portion dispute between siblings with preparation of an estate inventory.
Business succession
Multi-generation succession concept for a family GmbH including inheritance contract, gift under reserved usufruct and amendment of the articles.
How we work
- 01Inventory: assets, family, objectives
- 02Concept and tax considerations (coordination with tax advisors)
- 03Drafting, notarization where required
- 04Support upon succession, estate division
Fees
Fixed fees for standard wills, fee agreements for complex succession concepts. Notarial recording under GNotKG.
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