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Nexia Ebner Stolz


Advising on Succession

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 on who will take over next in the company and in a personal estate.

Not just struc­tu­ring assets pro­perly, but plan­ning cor­rectly for suc­ces­sion rep­res­ents a stra­te­gic chal­lenge for a com­pany or estate, and a very per­so­nal mat­ter for any family. For a com­pany, it’s important to iden­tify the right suc­ces­sor. And suc­ces­sion to pri­vate assets has to be struc­tu­red as well as pos­si­ble, too. 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 inhe­ri­tance or suc­ces­sion arran­ge­ment.

Our ser­vices at a glance

  • Inter vivos trans­fers
    • Making the most of inhe­ri­tance and gift tax exemp­ti­ons
    • Gifts of assets (to minor child­ren)
    • Set­ting up family cor­po­ra­ti­ons
    • Safe­guar­ding one’s own care
    • Tax-opti­mi­zed choice of mar­i­tal pro­perty arran­ge­ments
    • Health­care powers of attor­ney 
  • Draf­ting wills – trans­fer of pro­perty upon death
  • Spe­ci­fics of cor­po­rate suc­ces­sion
    • Tax opti­miza­tion of cor­po­rate suc­ces­sion
    • Legal imp­le­men­ta­tion of suc­ces­sion plan­ning
    • Assi­s­tance with choo­sing a suc­ces­sor
    • Cor­po­rate suc­ces­sion wit­hin the family
    • Cor­po­rate suc­ces­sion by trans­fer­ring mana­ge­ment to a third party
    • Emp­loyee stock ownership
    • Cor­po­rate divest­ment
    • Inhe­ri­tance-law aspects of cor­po­rate suc­ces­sion
  • Pro­bate of wills
  • Safe­guar­ding family assets with family foun­da­ti­ons or non­pro­fit foun­da­ti­ons
  • Suc­ces­sion plan­ning with inter­na­tio­nal aspects

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