Practice Areas
Stephan is a partner in the Private Client and Tax department of POELLATH in Munich.
He advises owners of family owned businesses and HNWI on issues of domestic and international estate and succession planning. He has significant experience in different legal systems and the difficulties that can arise when they do not match.
Stephan works with many foreign clients either with German assets or with the intention to move (temporally) to Germany in order to avoid pitfalls like German tax residency and the multiple taxation of beneficiaries of foreign trusts due to German gift and income tax. He also advises settlors by setting up German foundations; tax-exempt organizations as well as private foundations.
He is well recognized by independent rankings as a leading advisor in his areas of expertise.
Publications
Stephan is the editor and author of legal compendiums and commentaries, just recently 'Familienunternehmen in der Nachfolgeplanung' (Family Businesses and succession planning), 'Erbschaftsteuer- und Schenkungsteuergesetz, Bewertungsgesetz' (Inheritance Tax Law and Gift Tax Law, German Valuation Act).