POELLATH advises UHNWI on restructuring of his estate structure including trusts

POELLATH advised the client, who lives abroad, on his complex estate structure with several lifetime trusts and a testamentary trust for his two sons.

The restructuring was triggered by the move of one son to Germany, which led to considerable tax implications in Germany, both in terms of gift / inheritance tax and income tax.

POELLATH then adjusted the estate structure, in particular the trust structures, but also the wills, etc.

POELLATH advised the UHNWI with the following team:

• Dr. Martin Liebernickel (partner, private clients & foundations, Frankfurt aM)
• Dr. Katharina Hemmen (partner, private clients & foundations, Frankfurt aM)
• Erik Muscheites (counsel, private clients & foundations, Frankfurt aM)