Inheritance, Gifts & Will Execution
Plan with certainty. Protect your assets.
Strategic planning and tax-efficient structuring of asset transfers
The correct tax and legal structuring determines how much of your assets is preserved. We support you throughout the entire asset transfer process – from early-stage planning and the optimal use of tax allowances to professional estate administration.
Our core services
Tax and legal planning for inheritances & gifts
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Analysis of assets and optimization of tax exposure
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Strategic use of tax allowances for gifts and inheritances
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Structuring of anticipated succession and tailored asset distribution
Estate administration
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Preparation of a complete estate inventory
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Administration and safeguarding of estate assets
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Execution of testamentary instructions (payment of legacies, transfer of assets)
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Support with inheritance tax returns and timely filing
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Prevention and mitigation of conflicts between heirs
Frequently asked questions
When is a gift preferable, and when is a will the better option?
One key advantage of gifts is the potential to make repeated use of tax-free allowances between close family members. In addition, assets—particularly real estate—can be transferred to the next generation while retaining usufruct or residential rights.
However, gifts also involve at least a partial loss of control over one’s assets.
Wills are always recommended, as the absence of a will with multiple heirs automatically results in a community of heirs, which can create both civil law and tax disadvantages.
When is a gift no longer included in the estate?
Gifts made more than ten years prior to death are generally no longer taken into account when calculating the estate. Gifts made within the ten-year period, however, are still considered.
What is the core role of an executor?
The primary purpose of an executor is to carry out the last will of the testator and to prevent disputes among heirs. The executor is responsible for safeguarding the estate and ensuring that the transfer of assets is implemented in accordance with the will.