menü.

succession | bequests | gifts.

rule-consistent. individualized.

Individually assembled expert teams support you in planning and drafting a will and inheritance contract, and in questions surrounding inheritance and gift taxes, in the case of company and asset succession, and with regard to all aspects of establishing a foundation.

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.

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
  • Partner | Lawyer
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
  • Partner | Lawyer, Tax consultant
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
  • Partner | Lawyer, Tax consultant
TO THE PROFILE
Ulrich Derlien
  • Partner | Lawyer, Tax consultant
TO THE PROFILE
Dr. Thomas Rau
  • Partner | Lawyer
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
  • Partner | Lawyer, Tax consultant
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
  • Partner | Lawyer, Tax consultant
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
  • Partner | Auditor, Tax consultant
TO THE PROFILE

focus of performance.

we synergize expertise.

Sonntag & Partner
Partnerschaftsgesellschaft mbB
Wirtschaftsprüfer, Steuerberater, Rechtsanwälte
Schertlinstraße 23
86159 Augsburg

Telefon: +49 821 57058-0
Telefax: +49 821 57058-153

www.sonntag-partner.de

Augsburg +49 821 57058-0 Munich +49 89 2554434-0 Ulm +49 731 96644-0 Nuremberg +49 911 81511-0

Sonntag & Partner

Expertise

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more than

45

YEARS
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