Succession advice

Thinking about
tomorrow today

Specialist areas

Managing the future with care and vision

Above all, owner-managed family businesses and corporations held within family ownership should handle matters pertaining to succession at an early stage. This is frequently no straightforward process, given that in the majority of instances many different interests are in contention. In addition to matters of succession concerning company operations, all aspects pertaining to private wealth and assets must also be clearly dealt with. Our specialists provide support with extensive expert knowledge and the necessary degree of care when  setting your company on the right course.

How we help you when it comes to succession advice:

Civil law advice

Civil law advice

We provide advice on legal matters arising subsequent to inheritance proceedings, as well as in the formulation of wills and contracts pertaining to inheritance, matrimony and the waiving the forced heirship rights. 

Assessment of articles of association

Assessment of articles of association

We evaluate articles of association while paying particular attention to the coordination of critical testaments. We can adjust the contracts as required.

Assessment of matters arising subsequent to income tax

Assessment of matters arising subsequent to income tax

We project the consequences arising from tax on profits attributable to planned transfers (income tax, corporation tax, trade tax) and develop tax-optimised solutions.

Conducting structural analyses

Conducting structural analyses

Structural analyses show as to whether and in which locations within the company there is the potential for optimisation. If this is the case, we submit proposals for restructuring and draft the applicable contracts. We are happy to coordinate the entire process upon request.

Valuation of companies and investments

Valuation of companies and investments

We evaluate companies and investments for you, in order for you to be able to appropriately estimate potential economic and tax-related risks and the consequences thereof.

Advice on trust structures

Advice on trust structures

Foundations and other non-profit organisational forms are a tried and tested resource in the formation of company transitions. We assess the possibilities available to you.

Tax compliance for inheritance tax and gift tax

Tax compliance for inheritance tax and gift tax

As soon as the concept has been generated, we create all the necessary documents for you including declarations pertaining to the determination of your company's value.

Establishing power of attorney and patient decrees

Establishing power of attorney and patient decrees

Even if it is something nobody likes to think about: Emergencies should always be well prepared for. We create all the necessary documentation together with you. This ensures that you remain prepared for all circumstances.

We'd be delighted to advise you

  • Dr. Thomas Beckmann

    Certified Tax Adviser, Lawyer, Partner

    +49 521 2993140

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  • Niels Doege

    Certified Public Accountant, Certified Tax Adviser, Lawyer, Certified Tax Lawyer, Corporate Lawyer, Partner

    +49 521 2993134

    Detail