Guide: Compulsory portion and disinheritance
Pflichtteil bei Unternehmen und Firmenanteilen: Wert, Auskunft und Auszahlung
Ein Kind führt den Betrieb weiter, ein anderes steht im Testament nicht oder bekommt weniger als die Hälfte dessen, was ihm ohne Testament zugefallen wäre. Oder die Firma ist längst übergeben, oft vor vielen Jahren, und im Nachlass findet sich…
Am Testament vorbei: Was Pflichtteilsberechtigte bei Konto, Depot und Lebensversicherung trotzdem bekommen
Das Nachlassverzeichnis kommt, und es ist erstaunlich kurz. Ein Girokonto mit vierstelligem Guthaben, ein Auto, Hausrat. Das Wertpapierdepot, über das in der Familie jahrelang gesprochen wurde, taucht dort nicht auf. Die Lebensversicherung ist bereits ausgezahlt, an die neue Partnerin des…
Statutory share in relation to works of art and valuables: value, information, enforcement
For a house, there is the land register. For a bank account, there is a bank that can provide information. A car is registered, and a share in a company is listed in the commercial register. For a painting, there is none of this. No register of ownership, no official valuation, no…
Statutory share in relation to houses and property: value, payment, deadlines
In many estates, the actual assets are not held in a bank account but are tied up in a house or a flat. It is precisely this that regularly leads to disputes over the statutory share. Those who have been disinherited often hope to receive a share of the property and then have to…
Hamburg will & compulsory portion: When should heirs disclaim?
When the probate court opens a will, all parties involved receive a copy of its contents together with what is known as the ‘minutes of the opening of the will’. In many families, these minutes contain two terms that will determine the course of events for decades to come. The surviving parent is the preliminary heir, and the children are the subsequent heirs. This means that…
Correctly calculating and enforcing the compulsory portion for spouses
A will in favour of the children, an inheritance agreement drawn up years ago, or a disposition in which one’s own name simply does not appear. For surviving spouses, this is not uncommon once the will has been opened. Anyone who is overlooked in this way is legally disinherited, even if…
