BRANDI lawyers.

Dr. Gert Müller-Baumgarten

Lawyer und Notar a.D.
Certified Specialized Attorney in Inheritance Law

Location Bielefeld
T +49 521 96535 - 817
F +49 521 96535 - 99
E gert.mueller-baumgarten@brandi.net
Foreign language: English

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About me

  • Born in 1949
  • Studied law at Bielefeld University
  • First Exam ("1. Staatsexamen") in 1975
  • Research assistant at Bielefeld University's Department of Tax and Business Law from 1975 to 1978
  • Legal clerkship ("Refrendariat") at the Bielefeld District Court from 1975 to 1978
  • Second (Bar) Exam ("2. Staatsexamen") in 1978
  • Research assistant at Bielefeld University's Department of Tax and Business Law from 1978 to 1981
  • Doctor of Laws (Dr. jur.) in 1981
  • Bar admission in 1981
  • Appointment as notary in 2000
  • Head of working groups in the field of contract design for articling clerks at the Bielefeld District Court from 2004 to 2008
  • Honorary judge at the Cologne Higher District Court (Notary Public Department) from 2005 to 2019
  • Certified Specialized Attorney in Inheritance Law since 2006
  • Joined the firm in 2010
  • Retired from the office of notary in 2019

Competence

Asset planning, succession, succession law

Succession law

  • Design of last wills
  • Revocation of a last will
  • Contracts of inheritance (notarial)
  • Withdrawal from a contract of inheritance
  • Directions pertaining to legacies and conditions
  • Prior and subsequent succession, also excepted prior succession
  • Order of the execution of a will
  • Will to the benefit of persons with disabilities, in need or overly indebted
  • Provisions for the offsetting and balancing of gifts
  • Renunciation of inheritance
  • Renunciation to the compulsory portion
  • Inheritance tax
  • Agricultural succession law (farm regulations)
  • Determination of the legal succession including spousal inheritance rights
  • Acceptance and renunciation of the inheritance
  • Contesting of the acceptance of an inheritance
  • Securing the estate through curatorship of the estate
  • Liabilities of the heirs, obligations of the estate
  • Administration of estates
  • Insolvency of estates
  • Community of heirs
  • Contesting a will
  • Interpretation of a will
  • Accepting or rejecting the office of the executor
  • Remuneration of the executor
  • Dismission of the executor from office
  • Compulsory portion regulations
  • Obligation of the heir to furnish information
  • Offsetting of gifts against the compulsory portion
  • Request for the issuance of a certificate of inheritance
  • Revocation of a certificate of inheritance
  • Purchase of an inheritance, transfer of shares of an inheritance

Asset succession and company succession

  • Succession planning
  • Legal and tax succession model
  • Prevention of claims for compulsory portions
  • Anticipated succession
  • Transfer of company assets
  • Foundation of family-owned businesses/family pools
  • Establishment of foundations
  • Sale of companies
  • Enduring power of attorney
  • Entrepreneur's last wills, testamentary and prenuptial of the entrepreneur
  • Execution of wills (e.g. in case of underage heirs)
  • Transfer agreements
  • Agreements on the renunciation of the compulsory portion
  • Lump sum provisions

Asset planning

  • Legal consulting with regard to asset management
  • Legal structuring of (family-owned) companies
  • Prenuptial agreements
  • Legal models for invested capital, in particular for investment funds

Publications

Monographs

  • Europarecht und Gesellschaftststeuer
    Eine Untersuchung zur Vereinbarung des deutschen Rechts mit der EG-Richtlinie über die Gesellschaftssteuer, Dissertation 1981

Essays

  • Das Gesetz zur Änderung zwangsvollstreckungsrechtlicher Vorschriften,
    NJW 1979, 905-909

Memberships

  • Notarrechtliche Vereinigung
  • Deutscher Anwaltverein (DAV)
  • Arbeitsgemeinschaft Erbrecht im DAV
  • Juristische Gesellschaft Ostwestfalen-Lippe
  • Forum Erbrecht e. V.
  • Deutsche Vereinigung für Erbrecht und Vermögensnachfolge (DVEV)