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Lawyers for Succession Planning

Our lawyers for succession planning focus on planning the long-term transfer of private or company assets to the next generation, structuring the arrangements for maximum legal certainty and finally implementing them in the interests of the business-owning family. 

Our succession and estate planning experts will present you with the options for transferring assets during your lifetime, which is often more favourable from a tax point of view. These options could include gifts to children or the establishment of a private foundation, for example. Our lawyers can also advise you on the trade-off between gift tax and inheritance tax, taking the relevant tax allowances into account. 

In order to make the best possible arrangements for your estate in accordance with your wishes, our specialist lawyers draft deeds of gift and inheritance contracts to suit your specific financial situation, as well as testamentary dispositions. 

We support family businesses in adding succession planning to their articles of association and creating corporate succession arrangements that are optimised with regard to both tax and business aspects.

If assets are held outside Germany or the testator (temporarily) resides abroad, our succession and estate planning lawyers will also consider inheritance tax and any gift tax issues in the relevant countries.

The contact details of our lawyers for succession and estate planning are listed below. Please feel free to get in touch at any time.

More information on our expertise in succession and estate planning can be found here

 
Hans Christian Blum
Hans Christian Blum
Part­ner
Rechtsanwalt | Fachanwalt für Erbrecht (Certified lawyer for inheritance law) | Co-Head of the CMS Private Clients Group
Germany, Stuttgart
Germany, Cologne
Hans Christian Blum advises entrepreneurs and high-net-worth individuals. His clients primarily aim at protecting and preserving family businesses/family assets as well as keeping peace in the family...
Dirk Schauer
Dr. Dirk Schauer
Part­ner
Rechtsanwalt | Fachanwalt für Erbrecht (Certified lawyer for inheritance law) | Head of Private Clients, CMS Germany
Germany, Stuttgart
Dirk Schauer advises entrepreneurs and private clients on national and international estate planning and corporate succession planning as well as on foundations. He advises on the structuring and protection...
Michael Schellenberger
Dr. Michael Schellenberger, Mag. rer. publ.
Prin­cip­al Coun­sel
Rechtsanwalt | Fachanwalt für Erbrecht (Certified lawyer for inheritance law)
Germany, Stuttgart
Michael Schellenberger assists business owners and high net worth individuals with their asset structuring, corporate investment management, succession planning and matrimonial regime issues. He also...
Luise Uhl-Ludäscher
Luise Uhl-Ludäscher, Dipl.-Ökonomin, Dipl.-Finanzwirtin (FH)
Prin­cip­al Coun­sel
Tax Adviser
Germany, Stuttgart
Luise Uhl-Ludäscher specialises in tax planning, advising medium-sized family businesses and there owners and families as well as high-net-worth individuals on corporate succession and estate planning...
Thomas J Meyer
Dr. Thomas J Meyer
Of Coun­sel
Rechtsanwalt
Germany, Hamburg
For more than 30 years, Thomas J. Meyer has been a member of the CMS Private Clients practice, working on numerous complex national and international cases with a focus on advising and representing families...
Anna-Lena Löcherbach
Anna-Lena Löcherbach, LL.M. (King's College London)
Coun­sel
Rechtsanwältin | Fachanwältin für Steuerrecht (Certified lawyer for tax law)
Germany, Munich
Anna-Lena Löcherbach advises medium-sized businesses as well as group companies mainly on mergers and acquisitions and private equity transactions. She also advises entrepreneurs and businesses on general...
Jasper Philippi
Dr. Jasper Philippi
Coun­sel
Rechtsanwalt | Fachanwalt für Erbrecht (Certified lawyer for inheritance law)
Germany, Hamburg
Jasper Philippi advises private clients, entrepreneurial families and family offices on corporate succession and asset planning including cross-border aspects. He focuses on inheritance law and the law...
Georg Dietlein
Dr. Georg Dietlein, B.Sc. (BWL)
Seni­or As­so­ci­ate
Rechtsanwalt
Germany, Cologne
Georg Dietlein advises German and international companies on corporate law, with a focus on transactions, reorganisations and corporate disputes. He joined CMS in 2019
Michael Heuser
Dr. Michael Heuser
Seni­or As­so­ci­ate
Rechtsanwalt
Germany, Stuttgart
Michael Heuser advises high-net-worth individuals, entrepreneurs and family-owned businesses on all aspects of estate planning and corporate succession, often in cases of conflicts as well as contentious...
Philine Lindner
Philine Lindner
Seni­or As­so­ci­ate
Rechtsanwältin | Fachanwältin für Steuerrecht (Certified lawyer for tax law)
Germany, Hamburg
Philine Lindner specialises in advising medium-sized companies and groups on domestic and cross-border corporate tax law matters. With special expertise in reorganisation tax law, she handles national...