Tax-based succession planning

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Within the scope of succession planning, my clients mainly prioritize security for their families and keeping peace in the family in addition to tax-related optimization.

But retaining one’s own financial lifetime achievements – primarily in the case of corporate successions – is also of primary interest.

Let’s discuss your situation

As an objective counterpart, I support you from the initial idea to the final implementation with recommendations and information to make decisions easier, and execute these together with you.

Development and implementation of succession plans
Wealth succession through family companies and foundations
Advice on gifts and anticipated inheritance
Guidance on drafting wills, powers of attorney, and healthcare directives
Tax review of succession rules in partnership agreements
Support with the tax and legal handling of estates
Executor services
Assistance with inheritance disputes
Foundation establishment and management
Private contingency planning

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Lifetime transfer

Many of my clients are of the opinion that it is better to give with a warm hand than with a cold one. It is an important matter for them to be able to experience how the next generation will continue to further their life’s work. For this reason, they would like to plan the transfer of assets in good time – and profit from considerable tax savings:

Asset restructuring prior to endowments (family business, family pool, international & domestic assets, etc.)
Advice on marital property arrangements
Consulting for usufruct structuring
Tax-related optimization of endowments
Consulting in the case of lifetime transfer and endowments
Advice on maximizing tax allowances
Reporting the endowment vis-à-vis fiscal authorities
Creating the endowment tax declaration

Of course, I can also support you in creating your will.

Broaching the subject of your last will and testament in good time not only helps optimize your property’s succession in terms of taxes, but also reduces disputes amongst the community of heirs.

Feel free to contact me at any time!

Inheritance case

As an heir, you should know that there are tax planning opportunities available in the case of inheritance tax. And these apply not just before the inheritance but also after it. Frequent subjects of disagreement to be resolved are wills which are invalid according to civil law, unclear wills, renouncement of succession or subjects involving compulsory share claims or inheritance disputes.

Overcoming such problems hinges on professional coordination between civil inheritance law and inheritance tax law. Taking prompt action often results in opportunities for correction.

Get in touch with me for the following:

Examination of any post-mortem options for correction
Creation of an inheritance tax declaration which also takes international considerations in particular into account
Will administration
Advice as to structural options in the case of inheritance settlements

Let’s discuss your situation!

Will administration &
inheritance management

Ensure that your will counts. Because you definitely want your wealth to be passed on to the next generation in accordance with your own wishes and intentions.

To safeguard and enforce testations, you can have me act as the executor of your will.

In this role, I ensure that your last will is implemented.

Even if will administration is still relatively unknown, it is nevertheless very useful and in some cases even indispensable.

Will administration serves the following purposes:

Protect the inheritance
Protect minor heirs
Protect heirs who suffer from disabilities
Settle and administrate the estate
Conciliate heirs in case of dispute amongst themselves
Protect against executive access of creditors of heirs in the case of heirs who are in debt
Secure the fulfilment of bequests and conditions

I’ll gladly advise you as to the respective application options.

By the way, as heirs, you can agree to have an authorized party as an inheritance manager, even if no will administration has been mandated.

In such cases, I can stand by your side as a reliable inheritance manager.

I implement your wishes in solutions with empathy, experience and interdisciplinary know-how. This way, you gain the time you need to process your grief.

As a contact partner vis-à-vis real estate agents, lawyers, notaries public, insurance companies, credit institutions, banks, investment advisers and the courts, I help shoulder your load and, as a neutral party, contribute to calm in the emotional time of upheaval following an inheritance case.

Also call upon me if charitable organizations, associations or foundations are the sole heirs. I represent your position, apply myself to protecting your part of the inheritance and/or regulate the estate settlement as a legatee.

Feel free to reach out to me any time!

Some questions come up again and again in our day-to-day routine at the firm.

Here you can find an overview of the classic ones we get together with practical answers. If you would like to know more or have your own particular questions, please do not hesitate to get in touch with us at any time.