NHERITANCE LAW & SUCCESSION PLANNING
Another mainstay of our notarial advisory and structuring services is inheritance law and succession planning.
In order to prepare a tailor-made, family-oriented succession of assets, transfers in anticipated succession, also from a tax perspective, are part of forward-looking planning. We draft transfer agreements that are in line with the interests of our clients, which, on the one hand, favour the future heirs and, on the other hand, take into account the security interests of the transferors and secure them by usufructuary rights, care obligations, rights of reclaim or life annuities.
The drafting of wills and inheritance contracts, naturally also taking into account foreign nationality and foreign assets, avoids disputes in the event of inheritance and ensures family peace. Careful succession planning ensures the continued existence of assets and the future of small and large companies. We advise and support succession planning with great expertise and experience. This also includes the design of foundation solutions, such as the establishment of foundations among the living or on account of death or of endowments and contributions to existing charitable institutions.
Once the inheritance has occurred, our range of services includes the handling and settlement of the estate. We draw up and notarise inheritance distribution agreements for the implementation of the testator’s will as well as agreements on the sale of inherited property. We also assist in mediating the dispute among the heirs. The notarisation of applications for certificates of inheritance and applications for executorships are just as much part of our tasks as all necessary corrections to land registers and commercial registers.