Services for Individuals

When assets – particularly real estate or business shares – are to be transferred not only upon death but already during one's lifetime, anticipated succession is a suitable option. In this process, the transferor passes on assets "while still alive." The reasons for this are varied: Tax advantages often play a role, such as the repeated use of tax exemptions every ten years. There may also be a desire to reduce claims to a statutory share, to clearly regulate the distribution of assets among several children, or to carry out a phased transfer.

Often, the donor wishes to retain the option of reclaiming assets if the life or behavior of the recipient takes a completely unexpected turn in the future. In some cases, the donor wishes to ensure that the next generation has attained a certain level of maturity or professional qualifications before decision-making authority is transferred. It is essential to balance the interests of all parties involved – for example, by agreeing on residential rights or usufruct rights, recurring payments, or other safeguards for the donor.

Notaries ensure that transfer agreements are legally sound, clearly structured, and well-thought-out, reliably implementing your wishes. We will coordinate the details with your tax advisor if you wish. Even in special situations – such as multi-stage gifts to make optimal use of tax exemptions or the transfer of assets to minors – we ensure that your goals are achieved and your financial affairs are clearly settled during your lifetime.

As a rule, a personal meeting with the notary is required in advance, during which we carefully discuss and effectively align the ideas and interests of the donor and all other parties involved. You can best prepare for the appointment by providing information about the composition of the estate and the personal details of the parties involved prior to the first meeting, so that the notary is familiar with the basic facts and family relationships. The easiest way to do this is digitally via our website or by email. We greatly appreciate it, and the process moves much more quickly if we receive at least some of this information in advance.

If you are the owner of a property and wish to divide it into multiple units, the declaration of division must be notarized. Properties can generally be divided into condominiums or commercial units, provided certain legal requirements are met. Additionally, specific structural conditions must be met within the building and on the property. The possible reasons for a division are varied. In any case, once the division of a property is completed, the individual units become marketable. You can, among other things, encumber the individual units, sell them, or transfer them as a gift, as well as designate them as the subject of a bequest.

The prerequisite is first a division into condominium and partial ownership in accordance with the Condominium Act (WEG). The declaration of division specifies which rooms, parking spaces, or areas belong to the individual units and which areas constitute common property to which all owners are jointly entitled. The community rules govern the relationship among the condominium owners. We provide comprehensive support in preparing and implementing your division project and are also happy to assist with the subsequent transfer of the units.

The individual units must be self-contained. To obtain the certificate of self-containment, an architect is typically involved to prepare cross-sections, elevations, and floor plans in advance. Based on these plans, the certificate of self-containment can be applied for at the relevant building authority.

We provide comprehensive support in preparing and implementing your division project and are also happy to assist with the subsequent transfer of the units.

Please feel free to send us initial information regarding your project – most easily digitally via our website or by email.

Private individuals typically finance the purchase of real estate, although financing for other assets is also possible. Real estate financing typically involves large loans, so only collateral that retains its value and is of significant worth is suitable. Real estate liens are created on land or apartments, usually on the property being purchased.

We assist you with all matters related to loan security – from the creation of real estate liens to the preparation of priority and notary certificates.

Please feel free to name me as the certifying notary to the bank or the financing broker so that the bank's documents are forwarded directly to us.

The structuring and securing of rights to real property play a central role in various situations. Whether to regulate the use of a property or to provide economic security for a donor: easements are rights that restrict ownership of a property in favor of third parties.

Easements, for example, enable the use of paths, utility lines, or buildings and thus permanently secure usage rights legally. Ownership of the property is not transferred when a right to the property is granted.

In the context of anticipated succession, the donor typically seeks to grant rights of use for the future as part of the transfer of ownership. The donor may wish to continue living in the house, continue renting it out, or keep various options open for the future. The creation of a usufruct has tax advantages, not least because the donee is less enriched due to the encumbrance on the property. Tax exemptions can be preserved, or exceeding tax exemptions can be prevented by encumbering the property.

The question of who bears the costs associated with the property during its use is an important point of negotiation between the parties, in which economic and tax considerations must be kept in mind.

Residential property law grants the entitled party the right to use a building for residential purposes.

A notary ensures that the provisions are legally sound, clearly worded, and precisely tailored to your individual situation. We explain the various options available to you, assess the legal implications, and draft well-thought-out contractual solutions that reliably reflect both your interests and those of the other parties involved. The required entry in the land registry secures the rights in rem; we therefore focus on ensuring a prompt registration.

We provide comprehensive support in preparing and implementing your project.

Please feel free to send us initial information – most easily digitally via our website or by email.

A leasehold right allows for the separation of ownership of the land from ownership of the building erected on it. In principle, one would assume an alignment of interests; the creation of a leasehold right alters this basic structure.

The acquirer of a leasehold right receives the right to use the land for the long-term construction of a building – often for up to 99 years. In return, they pay the landowner ground rent during the term of the lease.

We are your point of contact for the creation, sale, or termination of leasehold rights, as well as their encumbrance.

Despite the typically higher complexity involved, we ensure a smooth process and guide you from encumbering the property with a leasehold right through to the creation of the leasehold land register and on to the sale and encumbrance of the leasehold right.

When arranging one's own estate, it is advisable to consult a notary. Notarised wills and inheritance contracts are officially stored and registered in the Central Register of Wills. This ensures that your disposition is found and opened in the event of inheritance.

We assist you in developing an estate plan that is tailored to your individual needs and legally sound.

If assets – particularly real estate or business shares – are to be transferred not only upon death but already during the transferor's lifetime, anticipated succession is a suitable option. In this process, the transferor passes on assets "while still alive." The reasons for this are varied: Tax advantages often play a role, such as the repeated use of tax exemptions every ten years. There may also be a desire to reduce claims to a statutory share, to clearly regulate the distribution of assets among several children, or to implement a phased handover in the business sector.

Often, the donor wishes to retain the option of reclaiming assets if the life or behavior of the recipient takes a completely unexpected turn in the future. In some cases, the donor wants to ensure that the next generation has attained a certain level of maturity or professional qualifications before decision-making authority is transferred. When planning, it is advisable to keep the interests of all parties involved in mind.

Notaries ensure legally sound, clearly structured, and tax-efficient transfer agreements that reliably implement your vision. We coordinate the details with your tax advisor if you wish. Even in special situations – such as multi-stage gifts to optimize the use of tax exemptions or the transfer of assets to minors – we ensure that your goals are achieved and your financial affairs are clearly settled during your lifetime.

As a rule, a personal meeting with the notary is required in advance, during which we carefully discuss and effectively align the ideas and interests of the donor and all other parties involved. You can best prepare for the appointment by providing information about the composition of the estate and the personal details of the parties involved prior to the first meeting, so that the notary is familiar with the basic facts and family relationships. The easiest way to do this is digitally via our website or by email. We greatly appreciate it, and the process moves much more quickly if we receive at least some of this information in advance.

In the area of marriage, family, and partnership, we assist you with all important personal and property-related matters.

The legislature has enacted legal regulations governing marriage. A pre-nuptial agreement is a good option if you wish to customize these arrangements.

The areas of adoption proceedings, custody, and acknowledgment of paternity round out our practice areas.

We are happy to assist you with the preparation and implementation.