POELLATH assists in restructuring of and succession to a family-owned company

POELLATH advised on company succession and planning as well as providing assistance with restructuring measures prior to a transfer to a family foundation.

The case required that immovable assets were separated first and subsequently a SE structure was implemented. In addition to financing issues, income and inheritance and gift tax issues were clarified by obtaining a private letter ruling.

POELLATH advised the family-owned company and its shareholders with the following team:

• Dr. Andreas Richter (partner, private clients & foundations, Berlin / Frankfurt aM)
• Dr. Marcus Niermann (counsel, private clients & foundations, Berlin)
• Laurenz Lipp (senior associate, private clients & foundations, Frankfurt aM)