– Inventory of domestic and foreign assets per call date

– Allocation of assets considering matrimonial property, legal or contractual criteria (premarital assets, marital assets and special assets etc.)

– Development of options concerning the transfer of assets (incl. specific issues for enterpreneurs, realty, minority stakes etc.)

– Planning and preparation of asset transfers during lifetime

– Optimization of tax planning schemas

– Continuing support, examination and revision of the solutions chosen by our clients

– Inventory and allocation of matrimonial property components

– Clearance of matrimonial property issues within an international context and allocation of competences in disputes

– Matrimonial property arrangements in case of recession of marriage (death of spouse, divorce, separation)

– Matrimonial property and family law arrangements for special situations (tutelage actions, asset protection)

– Civil union contracts

– Assistance of heirs and executors

– Representation of the interests of heirs, of communities of heirs and of legatees

– Organization and coordination of international estate matters

– Development of options and execution of partial and complete distributions of estates

– Assistance with respect to the allocation of domestic and foreign estates

– Assistance with estate tax problems

– Litigation between heirs and legatees (rescission of wills, estate litigation, mitigation etc.)

– Drafting the legal framework for privileges and donations within the legislative discretion

– Provisional regulation of international collision and competence conflicts to avoid long-term and cost-intensive litigations

– Fixing separation principles and allocation directives

– Drafting solutions to prevent challenges of wills

– Appointment and instruction of will trustees

– Regulation of support and representation for incompetent or minor heirs

– Administration of estates and function as executors

– Drafting inventories according to legal and tax requirements

– Accounting for communities of heirs

– Protection or liquidation of domestic and foreign assets

– Assistance in pending tax assessments, preparation of tax documents for communities of heirs

– Distribution of assets in accordance with the applicable tax and civil laws

– Payment of estate liabilities

– Assistance in estate tax assessments

– Bequests

– Compliance with possible obligations established by the decedent

– Preparation and execution of partial distribution of estate

– Support of heirs in all tax matters

– Supervision of tomb maintenance

– Preparation and execution of final distributions of estate

– Representation in comprehensive or partial court/magisterial mandates

– Support of estate administrators

– Representation in comprehensive or partial court/magisterial mandates

– Support of representatives of heirs

– Establishment and administration of non-profit foundations

– Service as foundation board members

– Administration of branch offices

– Optimizing asset structures in considering estate issues

– Drafting and administrating offshore structures in an international context

– Service as trustees

– Assistance, surveillance and drafting of second opinions concerning planning proposals of party-appointed experts (banks, insurance companies etc.)

– Establishment and operation of family offices

– Definition of specification sheets for service providers and employees of family offices