BEITEN BURKHARDT

Comment: With all-round advice to trusts, this firm highly recommended for succession planning and trust advice created a niche. Besides ongoing tax-related charity advice and compliance aspects, BB conducts much tax litigation. The inheritance tax reform played into BB’s hands: with its MDP approach it excelled in corporate valuations related to estate proceedings. Company succession advice works on the interface with ?corporate and ?tax.
Strengths: Long-standing contacts to Mittelstand company owners and Swiss banks; vast trust and charity law know-how.
Recommended: Rudolf Herfurth, Dr. Guido Krüger, Dr. Gerrit Ponath (“very good expert”, competitor).
Practice: Advice to trusts/charities/church organizations as well as heirs and family businesses. Advice to family offices on company succession, wealth planning and inheritance disputes as well as ?tax, tax criminal law/compliance. Also ?M&A, ?corporate. (7 equity partners, 3 salary partners, 3 associates, 2 of counsel)
Clients: ?? Ongoing legal, tax and accounting advice to Weisser Ring; trust advice to Deutsche Bank Stiftungsverwaltung; Deutsche Gesellschaft für Qualität on restructuring; Else-Kröner-Fresenius Trust (management board; also tax, charity law, inheritance proceedings); Schambach family.
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