Private assets
- Property, with or without counter-performance (pension, usufruct, right to tenancy)
- Life assurance contracts (transfer of contracts, determination of beneficiaries)
- Accounts/securities (contracts benefitting third parties, trust agreements, agreements on joint accounts)
- Foreign assets
- Agreements in accordance with Sect. 2316 of the German Civil Code (crediting against the obligatory share)
- Consideration of a potential recourse to social benefits
- Right to demand return (predecease, sale, insolvency)
Company assets
- Clarification of the consequences of company succession plans under inheritance law
- Tax impacts and economic enforceability of succession clauses
- Company division and consequences under inheritance law
- Attachment and auditing of asset-administration companies at home and abroad