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Contact:

Martina Weisheit

Lawyer, Tax Consultant, Counsel

Martina Weisheit advises family-run companies, their shareholders and wealthy private individuals on the legal and tax organisation of company and asset succession. She specialises in asset succession with international connections, including advising on trust structures and foreign family foundations as well as relocation and exit planning. In addition, she has many years of experience in the area of foundation and non-profit law. This includes the establishment and ongoing support of (family) foundations, advising on so-called foundation solutions and dual foundation models. She also advises clients on the settlement of estates and inheritance disputes. 

Practice areas
  • Company and asset succession
  • Tax law, in particular inheritance/gift tax law 
  • Foundation and charity law
  • Inheritance law and family law
  • Company law 
Vita
  • 1997 - 2003 Studied law at the University of Passau
  • 2003 - 2005 Legal clerkship in the district of the OLG Munich
  • Admitted to the bar in May 2006
  • May 2012 Appointment as tax consultant 
  • Worked for several years at Ebner Stolz Mönning Bachem Partnerschaft mbB, Ernst & Young Law GmbH and K & L Gates LLP in the area of succession planning/private clients (as Counsel and Director respectively) and at Ernst & Young GmbH Wirtschaftsprüfungsgesellschaft in the area of foundation and non-profit law
  • 2024 Counsel at RITTERSHAUS
Publications
  • Auswirkungen von Umwandlungsvorgängen auf die erbschaft- und schenkungsteuerliche Begünstigung von Betriebsvermögen nach den neuen koordinierten Ländererlassen, Martina Weisheit, ZEV 2023, 20
  • Vermögensschutz in der Unternehmensnachfolge, Martina Weisheit, Unternehmeredition, März 2023
  • Stolpersteine des exit tax-Regimes der USA, Dr. Stefan Königer/ Martina Weisheit, ZEV 2018, 320
  • ab 2020 Schwerpunktreihe Nachfolgeplanung in der BWNotZ mit Andreas Panz und Markus Schenk
  • Mitarbeit am Haufe-Erbschaftsteuerkommentar (Trust, internationales Erbrecht, Länderberichte USA, Schweiz, UK, Türkei)
  • Mein ist dein mit Folgen: Steuerpflichtige Verfügungen zwischen Ehegatten, Martina Weisheit, ErbBStG 2016, Heft 10, S. 267
  • Schutz des Nachlassvermögens: Überschuldung des Erben fordert aktive Nachlassplanung, Martina Weisheit, ErbBStG 2016, Heft 9, S. 244
  • Absage an Doppelbesteuerung der Leistungen einer ausländischen Familienstiftung?, Martina Weisheit, IWW Stiftungsbrief, 30.01.2015
  • Zur Abfärbewirkung der Beteiligung einer gemeinnützigen Körperschaft an einer Personengesellschaft, Martina Weisheit DB 2012, S. 142
  • Das wesentliche Familieninteresse als Beurteilungsmerkmal der Familienstiftung, Martina Weisheit, IWW Stiftungsbrief, 06.07.2010
Other activities and memberships
  • Member of the German Association for Inheritance Law and Property Succession (DVEV)
  • Guest lecturer at the Landshut University of Applied Sciences, Bavaria

My motto

“Live your beliefs and you can turn the world around.” Henry David Thoreau

Contact: