succession | bequests | gifts.

rule-consistent. individualized.

Our clients with professional discretion in all matters surrounding asset and company succession. Individually assembled expert teams support you in planning and drafting a will and inheritance, and questions surrounding inheritance and gift taxes, in the case of company and asset succession and for all aspects of establishing a foundation. With great experience in cross-border circumstances, we also advise and support our clients on all national and international aspects.

range of consulting services.

wills | contract of inheritance.
inheritance tax | gift tax.
company succession | planning.
foundations.
wealth succession | planning.
emergency preparedness kit | precautions.
cross-border issues.
assessment.

wills | contract of inheritance.

Complete consulting and drafting wills and contracts of inheritance.

services.

  • Special drafting, such as, for example, wills in the case of handicapped heirs, or divorce
  • Tax-optimized drafting
 
Dr. Tobias Buchmann
  • Phone +49 821 57058-0
    +49 172 8695163
  • Fax +49 821 57058-153
  • Email tobias.buchmann@sonntag-partner.de
TO THE PROFILE

inheritance tax | gift tax.

Tax-optimization, planning and calculating scenarios, preparation of inheritance and gift tax declarations, and valuations are included among our range of services.

services.

  • Optimizing business assets to receive the tax exemption for company assets
  • Group asset itemization in multi-level ownership structures
  • Valuation of companies and real property according to the Valuation Act
Barbara Gayer
  • Phone +49 821-57058-0
    +49 173 5926584
  • Fax +49 821-57058-153
  • Email barbara.gayer@sonntag-partner.de
TO THE PROFILE

company succession | planning.

Complete consulting under one roof for all legal and tax areas of company succession.

services.

  • Planning and conceiving of succession solutions
  • Drafting transfer and shareholders' agreements and wills
  • Gift tax optimization, in particular with respect to the tax exemption for business assets
  • Family foundations
Barbara Gayer
  • Phone +49 821-57058-0
    +49 173 5926584
  • Fax +49 821-57058-153
  • Email barbara.gayer@sonntag-partner.de
TO THE PROFILE
Ulrich Derlien
  • Phone +49 821-57058-0
    +49 172 8662995
  • Fax +49 821-57058-153
  • Email ulrich.derlien@sonntag-partner.de
TO THE PROFILE
Dr. Thomas Rau
  • Phone +49 821 57058-0
    +49 172 1533439
  • Fax +49 821 57058-153
  • Email thomas.rau@sonntag-partner.de
TO THE PROFILE

foundations.

Foundations both the purposes of asset and succession planning, but also securing assets and realizing charitable purposes.

services.

  • Timely and long-term strategic succession planning
  • Organizing foundations (public or private)
  • Foundation law and nonprofit status
  • Tax consulting
  • Experience in working with foundation supervisory authorities and fiscal authorities

wealth succession | planning.

We advise our clients on all legal and tax matters surrounding transfers of wealth.

services.

  • Conception and configuration of transfer agreements.
  • Optimizing gifts
  • Asset commitment by means of family-run companies
  • Foundation solutions
Barbara Gayer
  • Phone +49 821-57058-0
    +49 173 5926584
  • Fax +49 821-57058-153
  • Email barbara.gayer@sonntag-partner.de
TO THE PROFILE

emergency preparedness kit | precautions.

Advise on preparing an emergency plan for the loss of the owner/executive head.

subject areas.

  • Emergency preparedness kit
  • Health care proxies
  • Living wills
Ulrich Derlien
  • Phone +49 821-57058-0
    +49 172 8662995
  • Fax +49 821-57058-153
  • Email ulrich.derlien@sonntag-partner.de
TO THE PROFILE

cross-border issues.

We counsel visuals this broad and cross-border succession planning.

services.

  • Maintaining the status quo
  • Determining future scenarios
  • Planning and conception of configurations to avoid unnecessary tax burdens
  • Preparing tax declarations
Wolfgang Fratz
  • Phone +49 821-57058-0
    +49 172 8231475
  • Fax +49 821-57058-153
  • Email wolfgang.fratz@sonntag-partner.de
TO THE PROFILE

assessment.

We ascertain the value of staking companies as well as individual asset items.

services.

  • Use of recognized tax valuation methods
  • Consulting and indicative value determinations by means of inheritance tax simulations
  • Assessment of companies and company shares as well as other assets
  • Expert assessment within the framework of transferring assets and declaration
  • Support and representation for ascertained values within the context of examinations by fiscal authorities
Jürgen Baur
  • Phone +49 821-57058-0
    +49 152 03147298
  • Fax +49 821-57058-153
  • Email juergen.baur@sonntag-partner.de
TO THE PROFILE

Wir verzahnen wirtschaftliche, steuerliche und rechtliche Aspekte und beraten fachübergreifend und auf Augenhöhe.

Wir begleiten große Familienvermögen, um langfristige Werte über Generationen zu bewahren.

Wir bieten maßgeschneiderte, praktikable Lösungen zu IT-Compliance, Digitalisierung und IT-Projektmanagement.

Wir bringen die Steuerberatung in das 21. Jahrhundert. Digital, modern, medienbruchfrei und am Puls der Zeit.

Wir beraten, bewerten und prüfen – national, aber auch international als unabhängiger MOORE-Netzwerkpartner.

TOP