Category

Austrian Probate

Austrian Inheritance LawAustrian Probate

Probate in Austria: What is “Todesfallaufnahme”?

The first practical step when applying for an Austrian Grant of Probate is completing the Todesfallaufnahme questionnaire In the previous posts How to Access Assets in Austria? and How to deal with Assets in Austria we have already explained the relevant Austrian succession laws and probate regulations. In this new post, we show what practical step needs to be taken in order to start the Austrian probate procedure. Contact the competent Austrian probate court Under…
Bernhard Schmeilzl
November 24, 2018
Austrian ProbateGerman LawGerman ProbateGerman Succession & Inheritance LawInternational ProbateWills and Succession Planning

German Probate: What to do if a beneficiary (co-heir) cannot be found?

Does anyone know where Great-Granduncle Fritz lives? In some probate cases (Nachlassverfahren), especially if a decedent had no children, no surviving spouse and no surviving siblings, the next of kin cannot be located, either because the relevant persons have died so long ago that the closest living relatives of the testator can’t be identified (e.g. died in the war) or because they have moved to another country and nobody knows their whereabouts. Even if only…
Bernhard Schmeilzl
August 7, 2018
Austrian Inheritance LawAustrian ProbateGerman ProbateInternational Probate

Austrian Probate: How to Access Assets in Austria?

British Testator owned a Bank Account in Austria: Will an English Grant be accepted in Austria? No, unfortunately, it will not. If a British person who owns assets in Austria dies, the personal representative needs to obtain a separate Austrian grant of probate. The English grant is rather worthless in Austria, just as an Austrian (or German or French etc) grant of probate is not being accepted within the United Kingdom, because the UK has…
Bernhard Schmeilzl
July 2, 2018
Austrian Inheritance LawAustrian Probate

How to deal with Estates in Austria

Probate Proceedings in Austria are very different from those in Germany If a decedent who was not resident in Austria owned any assets in Austria at the time of his or her death, this Austrian Estate can only be accessed after going through formal Austrian Probate. Neither an English Grant of Probate nor a German Certificate of Inheritance will enable the executors or beneficiaries to access the Austrian assets, because Austrian banks, brokers, insurance companies…
Bernhard Schmeilzl
June 11, 2018
Austrian ProbateGerman ProbateGerman Succession & Inheritance LawInheritance Law SwitzerlandSwiss Probate

This is what a Swiss Grant of Probate really looks like

Sample Certificate of Inheritance issued by Switzerland Probate Court (Zurich) We, the German-British law firm Graf & Partners, specialise in international probate matters as well as estate planning in all German speaking countries, i.e. Germany, Austria, Switzerland and Liechtenstein. Thus, we are often approached by clients who need to apply for a grant of probate in these countries. Also, we are sometimes approached by clients who fell for an online inheritance scam. In order to…
Bernhard Schmeilzl
February 26, 2018
Austrian Inheritance LawAustrian ProbateGerman ProbateGerman Succession & Inheritance Law

“See the Big Picture”: The Preparation of International Wills

One-Day Workshop for English Wills & Probate Solicitors Clients these days often own foreign assets, have close relatives (i.e. future beneficiaries) who live abroad or even move to a non-UK country themselves. In all of these cases, a "standard" English last will and testament does not adequately cover all the client's needs. Foreign IHT consequences, for example, are often completely ignored. As is the fact that many European jurisdictions do not recognise an English trust…
Bernhard Schmeilzl
October 18, 2017
Austrian Inheritance LawAustrian ProbateGerman LawGerman ProbateGerman Succession & Inheritance LawGerman Tax LawInternational ProbateWills and Succession Planning

British Expats Beware of Foreign Succession Laws and Foreign Inheritance Tax

Children of British Expats in Europe often are entitled to the Estate without even knowing it. EU Succession Laws are full of surprises. British expats who are resident in Europe, let's say in Germany, Austria, France or Spain, rarely are aware that ever since the introduction of the EU Succession Regulation (August 2015), if they pass away while being resident in that country, the Inheritance and Succession Laws of that country of residence will most…
Bernhard Schmeilzl
October 11, 2017
Austrian Inheritance LawAustrian ProbateGerman LawGerman ProbateGerman Succession & Inheritance LawGerman Tax LawInternational ProbateProperty in Germany

Workshop “Clients with Foreign Assets” for British Inheritance & Probate Lawyers

Testators with assets abroads Why would an English or Scottish solicitor even give a toss about German or Spanish inheritance tax laws or about French or Italian forced heirship rules? Well, for starters, in order to avoid the client's survivors yelling at him/her some years later because they ran into probate or/and foreign tax problems abroad. Or, and this is of course the far better reason, to really impress your client with advice on international…
Bernhard Schmeilzl
July 25, 2017