Private Clients – Inheritance Law, Foundations

The full-service concept of CMS Reich-Rohrwig Hainz also extends to high-net-worth individuals and their families as well as entrepreneurs, whom we support in the management and transfer of personal wealth including succession planning. When structuring corporate and property successions, we base our advice on our comprehensive experience in inheritance, corporate and tax law. We advise clients according to their needs: from basic requirements to be fulfilled to highly complex and creative solutions.

Key areas

In our advice, we focus on

• structuring foundations and trusts, with or without foreign involvement
• last will and testaments, matrimonial agreements, contracts for donations, contracts for donations entering into force upon death, transfer agreements, life annuity contracts
• corporate law issues arising in cases of succession
• structuring anticipated successions, safeguarding inheritance
• tax-optimised inheritance and succession structures
• structuring MBOs / MBIs / IPOs and M&As in absence of successors within the family
• holding structures
• executing last wills and testaments
• optimisations in terms of family and inheritance law by adjusting place of residence and/or citizenship
• representing clients in legal disputes in the above areas (especially in inheritance cases)
• tax advice in the above areas, especially in cross-border cases
• estate administration