Juve-Guide 2020/2021

We are again among the "TOP 50 commercial law firms in Germany". Our succession, asset and foundation practice was especially mentioned for its legal, tax and commercial advice. The advice of external executors on special questions of corporate or tax law is also increasing. (more)

 

Foundation Law and Law on Non-Profit Organizations

New formation 

  • Legal, tax and structural advice on the formation of family foundations, charitable foundations or charitable organizations in another legal form
  • Structuring corporate social responsibility (CSR) activities 
  • Individually tailored drafting of the necessary formation documents
  • Coordination with the relevant public authorities
  • Considering the financing structure including any aspects of the law on charitable giving
  • Inclusion of the formation of the foundation in the further structuring of succession planning

Ongoing advice 

  • Ongoing legal and tax advice for foundations, associations and charitable organizations and their representatives in dealings with the relevant foundation, tax and other competent authorities
  • Legal and tax planning, structuring and support of charitable projects including cooperations and grant agreements 
  • VAT law for non-profit organizations 
  • Representing foundations and acting bodies in dealings with the supervisory authority for foundations and the tax authorities in cases of dispute and/or liability 
  • Preventative advice on investment guidelines and reasonable cost allocations between non-profit organizations
  • Preparation and Audit of annual financial statements
  • Preparation of tax returns of all kind 
  • Implementation of tax compliance and management systems for charitable corporations

Structural changes to foundations and non-profit organizations  

  • Legal and tax advice in advance of restructuring measures
  • Planning and arranging the restructuring of charitable organizations including applications for advance rulings 
  • Providing structural advice to associations and public-private partnerships including mergers
  • Advising on changes to the bylaws in consideration of aspects of tax and foundation law

Training 

  • Carrying out training courses for employees of charitable organizations regarding financial accounting and reporting, the law on donations and fundraising and other typical legal and tax-related questions pertaining to charitable organizations, in-house client workshops
  • Training for tax advisors and lawyers on foundation and charity law
     

 
Our further consulting services: