International Estate Planning

We frequently advise clients from common law jurisdictions in all matters connected with international estate planning, including, but not limited to:

  • Reviewing existing wills
  • Designing and drafting international wills and German testaments
  • Structuring foreign trusts to avoid or minimize German inheritance tax (Erbschaftssteuer) liabilities
  • Advising on the use of Payable on Death accounts and the appointment of successor beneficiaries to allow for the transfer of assets outside of probate
  • Advising on foreign estate and inheritance taxes (e.g. English IHT, U.S. federal estate tax, Canadian CGT) and  Double-Taxation Treaties
  • Preparing living wills (PatientenverfĂĽgung) and health care proxies for foreign nationals / domiciliaries.