Transfer and bequeath Assets

Do not leave your legal succession and its associated tax and inheritance law implications to chance for your surviving dependents. Avoid unnecessary conflicts and take advantage of tax arrangement possibilities by drawing up a clear and effective last will (testament or contract of succession) and/or assign assets while you are still alive (anticipated succession upon death).

As specialists in Inheritance Law and Tax Law we know how to coordinate and harmonise aspects of Civil and Tax Law in a fast-changing economic environment and against the background of constantly changing statutory regulations for the creation of a binding last will and the assignment of assets while still alive.

Through an asset assignment while still alive, for example tax allowances can be used several times; the transfer of assets under the reservation of legal usufruct rights leads – in general – to much lower tax values and accordingly to a better exploitation of tax allowances.