SNP Schlawien Partnerschaft mbB Rechtsanwälte Steuerberater |

Every person follows a very individual concept of life – every company its very own corporate philosophy.

As individual and complex as the associated problems, needs and life situations are, the advice and support provided by a specialised team should be just as individual and tailored.

We are your competent partner in all areas of inheritance law and wealth planning and will be happy to assist you with our expertise and experience.

Preventive counselling

Wealth planning is crucial for high net worth individuals, entrepreneurs and families to ensure that their wealth is transferred according to their wishes, their life’s work is preserved and potential conflicts are avoided. The challenges for wealthy individuals, entrepreneurs and families in wealth planning are complex. They range from safeguarding assets over generations to optimising structuring and protecting against tax risks. Aspects such as company succession planning or protection in the event of unforeseen events such as illness or accidents also play an important role.

Conflict-accompanying counselling

However, even after the succession has taken place, there is often a conflict of interests between the surviving dependants, which makes it necessary to provide conflict-related advice. Disputes between heirs and the enforcement or defence of inheritance, legacy or compulsory portion claims can often result not only in financial but also considerable emotional strain for those affected. In such situations, it is important to rely on experienced lawyers who have the necessary expertise and negotiating skills to protect the interests of the parties involved and ensure that their rights are successfully enforced.

Interdisciplinary counselling

In this complex and often emotionally charged area, comprehensive advice from experienced experts is essential.

Depending on the asset, a comprehensive examination of numerous issues relating to national and international inheritance law, family and company law as well as tax and real estate law is required in order to realise your personal ideas in the most target-oriented, legally compliant and tax-saving manner possible.

Our team consists of experienced lawyers and tax advisors who are specialised in inheritance law and succession. We have the necessary expertise, experience and resources to offer you comprehensive advice and support in all areas of inheritance law. It goes without saying that we always incorporate the interfaces with family law, corporate law and tax law into our organisational considerations on an inerdisciplinary basis.

Our aim is to offer you certainty and clarity in legal matters and to provide you with the best possible support. We take the time to understand your situation and work with you to develop individual solutions tailored to your needs.

OUR SOLUTIONS

Company and asset succession:
When transferring companies/company shares or extensive assets to the next generation, we are at your disposal with our expertise to ensure a smooth transition and minimise potential tax burdens. This includes the drafting and review of wills, inheritance and partnership agreements as well as tax-optimised lifetime asset transfers.

Asset provision:
We support you in developing customised strategies for the long-term protection and management of your assets to ensure that your financial goals and values are preserved for generations to come. This includes, in particular, the drafting and review of prenuptial agreements for preventive asset protection as well as precautionary arrangements such as general and precautionary powers of attorney.

Settlement of estates and execution of wills:
Our experts ensure that your testamentary dispositions are implemented precisely in accordance with your wishes and efficiently, and support the parties involved in the estate with all issues relating to the settlement of the estate. This includes supporting close relatives, heirs, legatees or executors in the settlement of the estate, distribution of the estate or fulfilment of tax obligations.

Representation in and out of court:
We are at your side in the judicial and extrajudicial enforcement and defence of your rights and claims in all inheritance law matters, including disputes over inheritance and legacy claims, will contests, compulsory portion claims or in probate court proceedings, such as certificate of inheritance proceedings.

Mediation:
As part of mediation, in addition to traditional legal advice, conflicting parties have the opportunity to work out a solution themselves under expert guidance in the sense of professional conflict management that is in the interests of both sides – and that permanently resolves the existing conflict. Our trained mediators, who also categorise the problem, but not solely on the basis of the legal facts, offer you early, fast and reliable support in the conflict.