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Nexia Ebner Stolz

Tax Advice

Succession and Estate Planning

You’ve spent your life buil­ding up as­sets th­rough your com­pany or your pro­fes­sion that you want to pre­serve and in­crease for the long term. But who will get them when you’re gone? Long-term thin­kers plan early for who will take over next in the com­pany or a per­so­nal es­tate.

Plan­ning cor­rectly for suc­ces­sion is a stra­te­gic chal­lenge for a com­pany, and a very per­so­nal mat­ter. For a com­pany, it’s im­port­ant to iden­tify the right suc­ces­sor. And trans­fers of pri­vate es­ta­tes also need to be op­ti­mi­zed. That’s the only way to take ade­quate ac­count of in­di­vi­dual fa­mily and cor­po­rate needs. It’s not just a mat­ter of the right le­gal, tax, fi­nan­cial and busi­ness con­di­ti­ons ­– fa­mily and in­ter­per­so­nal as­pects also play an im­port­ant role in plan­ning. Thanks to our ex­ten­sive prac­tical ex­pe­ri­ence with in­heri­tance and suc­ces­sion, we have not only the ne­cessary tech­ni­cal ex­per­tise, but also the sen­si­ti­vity and re­qui­site in­tui­tion to help you find the best so­lu­tion to these very per­so­nal ques­ti­ons. Trust and con­fi­den­tia­lity are pa­ra­mount here. That’s why the same ex­pert from our of­fices will as­sist you from the first mee­ting to the fi­nal ar­ran­ge­ments for in­heri­tance or suc­ces­sion. If nee­ded, your con­tact per­son can also call on ex­perts in ac­coun­ting and au­diting, le­gal con­sul­ting, and cor­po­rate con­sul­ting.

Our services at a glance

  • In­ter vi­vos trans­fers
  • Cor­po­rate suc­ces­sion th­rough gift, em­ployee stock ow­nership, sale, etc., and ta­king as­so­cia­ted re­struc­tu­ring mea­su­res
  • Draf­ting wills – trans­fer of pro­perty upon de­ath
  • Busi­ness va­lua­ti­ons
  • Real es­tate ap­prai­sals
  • Pro­bate of wills
  • Safe­guar­ding fa­mily as­sets with fa­mily foun­da­ti­ons
  • Non­pro­fit foun­da­ti­ons
  • Suc­ces­sion plan­ning with in­ter­na­tio­nal as­pects
  • Health­care powers of at­tor­ney and li­ving wills
  • Mo­ni­to­ring dead­lines and ar­ran­ge­ments
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