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All Posts By

Bernhard Schmeilzl

Austrian Inheritance LawAustrian ProbateGerman LawGerman ProbateGerman Succession & Inheritance LawGerman Tax LawInternational ProbateWills and Succession Planning

British Expats Beware of Foreign Succession Laws and Foreign Inheritance Tax

Children of British Expats in Europe often are entitled to the Estate without even knowing it. EU Succession Laws are full of surprises. British expats who are resident in Europe, let's say in Germany, Austria, France or Spain, rarely are aware that ever since the introduction of the EU Succession Regulation (August 2015), if they pass away while being resident in that country, the Inheritance and Succession Laws of that country of residence will most…
Bernhard Schmeilzl
October 11, 2017
German ProbateGerman Succession & Inheritance LawGerman Tax Law

The Perils of the “Free of Tax” Clause in English Wills

What is meant well by the testator and their solicitor can create a tax monster English lawyers and tax consultants must beware of personal liability when designing Wills for families who either may own assets abroad or who wish to make gifts to beneficiaries living outside the UK. The harmless seeming "free of tax" wording as is commonly used by English solicitors when drafting wills for English clients can lead to unexpected quarrels between executors…
Bernhard Schmeilzl
October 2, 2017
Business in GermanyContract TemplatesConveyancing GermanyGerman Corporate LawGerman LawM&A GermanyProperty in GermanyStarting or Expanding Business

Careful with M&A Asset Deals in Germany

Pitfalls of German Contract Law (Part 3):  Many Asset Deal Purchase Agreements must be in Notarial Form to be Valid in Germany German Law requires certain transactions to be recorded before a Civil Law Notary in order for these agreements to be valid and enforceable. The list ranges from pre-nuptial and marriage agreements, to any real estate related transaction, to the formation of German companies and stock corporations. One aspect is, however, sometimes overlooked even…
Bernhard Schmeilzl
September 29, 2017
Austrian Inheritance LawGerman LawGerman ProbateGerman Succession & Inheritance LawWills and Succession Planning

If a British Testator relocates to Europe…

... the surviving spouse may be in for an unpleasant surprise Since 2015, according to the rules of the EU Succession Regulation, the criterion "last habitual residence" of the deceased determines which succession laws apply to the estate. If, for instance, a British national moves to Spain, Germany or France and later on dies there, then the respective national succession laws, i.e. Spanish, German or French succession laws, do apply (except with regard to UK…
Bernhard Schmeilzl
September 28, 2017
GeneralGerman Law

LGBT Friendly Law Firms in Germany, Austria and Britain

Although Germany and Britain are comparatively liberal and progressive societies, we are fully aware that the struggle against hate, discrimination and bigotry is far from over. Our firm of German and British lawyers supports openness, diversity and equal rights for all sexual orientations and gender identities. We welcome clients from the LGBT community both in Germany and the UK and we provide legal advice in all areas of law, from family law (e.g. same sex…
Bernhard Schmeilzl
September 28, 2017
German ProbateGerman Succession & Inheritance LawInternational ProbateWills and Succession Planning

Living Wills and Advance Directives for Medical Decisions in Germany

Advance directives in Germany: How to plan for medical care in the event of loss of decision-making capacity Our law firm specialises in international wills and succession planning for German-British and German-American clients. In this context, our international clients often also ask us to assist with the related matters of creating a Living Will, a Healthcare Proxy, a Lasting Power of Attorney or Advance Directives for Care or End of Life Medical Treatment. All these…
Bernhard Schmeilzl
September 21, 2017
German LawGerman Succession & Inheritance LawInternational ProbateWills and Succession Planning

Preparing International Wills: A Checklist for Clients and their Lawyers

Complete Questionnaire for International Families and Expats who are resident or own Assets in Germany or Austria If you or your client owns assets in more than one country, or if a beneficiary is resident in another country than the testator, chances are that the executor and/or the beneficiary need to obtain probate in more than one country. Since the EU Succession Regulation neither applies to the United Kingdom nor to Ireland, the option to…
Bernhard Schmeilzl
September 14, 2017
Family LawInternational Divorce Cases

Questionnaires for German-British Divorce and Child Custody Matters

How to efficiently instruct a German Family Lawyer If a marriage goes sour and one spouse finally decides to ask a lawyer for advice, the client is usually rather emotional and nervous, especially when children are involved and the parents cannot agree amicably on where and with whom the children shall live for the time being. Thus, the client wants a reliable assessment of the legal situation. And he or she wants these answers fast.…
Bernhard Schmeilzl
August 4, 2017
Conveyancing GermanyGerman LawGerman Tax LawProperty in Germany

Is there German Capital Gains Tax when you sell a German Property?

Tax implications of selling property in Germany If you buy or inherit German property (whether it is a house, a flat or just a plot of land) and this property is then sold (by you or your heirs) before a period of ten full years has expired, the resulting profit (sale price minus purchase price minus certain related costs like notary fees) is subject to German tax, even if you are not a German tax…
Bernhard Schmeilzl
July 26, 2017
Austrian Inheritance LawAustrian ProbateGerman LawGerman ProbateGerman Succession & Inheritance LawGerman Tax LawInternational ProbateProperty in Germany

Workshop “Clients with Foreign Assets” for British Inheritance & Probate Lawyers

Testators with assets abroads Why would an English or Scottish solicitor even give a toss about German or Spanish inheritance tax laws or about French or Italian forced heirship rules? Well, for starters, in order to avoid the client's survivors yelling at him/her some years later because they ran into probate or/and foreign tax problems abroad. Or, and this is of course the far better reason, to really impress your client with advice on international…
Bernhard Schmeilzl
July 25, 2017