Estate Planning / Trust & Estates

Asset, succession and inheritance planning pose a major challenge to many wealthy individuals and entrepreneurs. In these processes, it is important to consider various (even different) objectives and interests. The preservation of the companies and assets in the next generation is usually the main focus and primary objective, and the transition to the next generation requires optimal legal and fiscal structuring. For domestic and foreign companies, as well as for individuals, Austrian trusts (Privatstiftungen) constitute an important part of succession planning. This raises complex interdisciplinary questions in terms of real estate, inheritance, and tax law; also pursuant to foreign law.

Thanks to their many years of experience, Armenak Utudjian and his team specialize in advising private individuals and entrepreneurs based on their many years of expert experience dealing with these complex problems. The special focus of this consulting field lies in the structuring and optimization of Corporate Governance. This applies to the trust itself, but also to associated company groups and to the transfer of assets held outside of the trust; real estate in particular.

This challenge requires future-oriented, flexible organization pursuant to the principles laid down by the founder. Therefore, our most important guiding principal is individual, confidential, and long-lasting consultation.

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Graf & Pitkowitz acts for an extensive roster of domestic and international private trusts, foundations and high-net-worth individuals across areas such as succession and inheritance planning and inheritance disputes.

The Legal 500 Europe, Middle East & Africa (2017)

Contact

Armenak Utudjian

Dr. Armenak Utudjian

M.B.L.-HSG | Partner
T +43 1 401 17 - 0

Team

Lisa Hintner

Lisa Hintner

LL.M. | Associate
Alexander Isola

Dr. Alexander Isola

M.C.J. (NYU) | Partner
Stefanie Swatek

Mag. Stefanie Swatek

LL.M. (Wien/SCU) | Attorney-at-Law
Armenak Utudjian

Dr. Armenak Utudjian

M.B.L.-HSG | Partner
Karin Waechter

Mag. Karin Waechter

LL.M. (NYU) | Attorney-at-Law

Areas of expertise

  • Drafting and modifying of foundation deeds and supplements (Stiftungsurkunden und –zusatzurkunden), in particular the establishment of supervisory and advisory boards (for the continuous adjustments to new foundation, inheritance, and tax law requirements);
  • Drafting of wills, donation contracts (also in the event of death), agreements on inheritance, and statutory shares;
  • Execution of wills;
  • Enforcement of, and defense against, inheritance claims;
  • Structuring and administration of family and trust assets (also as members of the trust management board and executive bodies);
  • Advising the foundation board (in particular liability prevention) and family offices;
  • Designing of holding and company structures that correspond to the individual situation, in particular by means of syndicate agreements;
  • Drafting and implementation of real estate contracts of all kinds

Publications

Conferences

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