Qualifications & Expertise
The advice given to wealthy private individuals and the advice on succession given to firms, especially SMEs, further exemplifies the full service concept offered by CMS Hasche Sigle.
Structuring capital and corporate succession requires a close interplay between aspects of the law of succession, corporate and tax law. Particular attention is paid here to involving the successor to the business at an early stage through drawing up a customised plan of succession. In addition, CMS Hasche Sigle also advises beneficiaries and legatees on disputes (in court and out-of-court) concerning corporate assets of an estate, also advising from the perspective of avoiding unnecessary taxes through the dispute.
The firm has long-standing experience in advising foreign and domestic business and individual successors in several of its offices, but in particular in Düsseldorf, Hamburg, München, Stuttgart and Frankfurt. In this context, CMS Hasche Sigle is instructed primarily to give advice on highly complexandcreative structures, particularly to businesses and wealthy private individuals.
CMS Hasche Sigle also has vast experience in structuring the tax and civil law aspects of succession and disputes over assets/estates located in more than one jurisdiction.
Main Focus
The advice we offer on succession and assets is focused on the following areas:
- holding structures
- endowment and trust structures, whether or not related to foreign countries
- corporate law disputes relating to succession
- structuring of anticipated line of succession
- tax-efficient estate and inheritance structures
- MBO / MBI / IPO or M & A structures where no heirs exist within the family
- securing the estate against enforcement risks