assets | succession | foundations.

With wide-ranging consulting, we guide our clients in the areas of assets, succession and foundations. We always have our focus on overseeing your nonprofit or entrepreneurial objectives.

range of consulting services.

wills | contract of inheritance.
company succession | planning.
foundations.
wealth succession | planning.
cross-border issues.

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
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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
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Ulrich Derlien
  • Phone +49 821-57058-0
    +49 172 8662995
  • Fax +49 821-57058-153
  • Email ulrich.derlien@sonntag-partner.de
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Dr. Thomas Rau
  • Phone +49 821 57058-0
    +49 172 1533439
  • Fax +49 821 57058-153
  • Email thomas.rau@sonntag-partner.de
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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
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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
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