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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...
Jasper Philippi
Dr. Jasper Philippi
Partner
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...
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...
Michael Heuser
Dr. Michael Heuser
Counsel
Rechtsanwalt | Fachanwalt für Erbrecht (Certified lawyer for inheritance law)
Germany, Stuttgart
Michael Heuser specialises in conflict resolution for private clients, advising heirs, beneficiaries of compulsory portions, executors, shareholders, entrepreneurs and family businesses on contentious...
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...
Stephan Pulvermacher
Stephan Pulvermacher
Senior Associate
Rechtsanwalt
Germany, Stuttgart
Stephan Pulvermacher advises entrepreneurs and high net worth individuals on German and international asset and business succession. He is experienced in all legal issues relating to the structuring...
Hanna Stukenbrock
Dr. Hanna Stukenbrock, Maître en droit
Senior Associate
Rechtsanwältin
Germany, Hamburg
Hanna Stukenbrock advises entrepreneurs and private individuals on their long-term asset and corporate succession planning. In this context, her work focuses on developing individual solutions to safeguard...
Ramona Eisemann
Ramona Eisemann
Associate
Rechtsanwältin
Germany, Munich
Ramona Eisemann advises medium-sized companies, groups and financial investors on M&A and private equity transactions and joint ventures as well as on corporate structuring measures and limited liability...