BRANDI lawyers.

Dr. Josef Heimann, LL.M.

Lawyer and Notary in and for Paderborn
Certified Specialized Attorney in Commercial and Corporate Law
Certified Specialized Attorney in Inheritance Law

Location Paderborn
T +49 5251 7735 - 33
F +49 5251 7735 - 99
E josef.heimann@brandi.net
Foreign language: English, French

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About me

  • Born in 1972
  • Legal studies at the University of Münster and the University of Law, Economics and Social Sciences of Paris
  • First Exam ("1. Staatsexamen") in 1997
  • Postgraduate studies in European and International Law at the University of Bremen 1997 - 1998
  • Legal clerkship ("Refrendariat") at the Münster District Court
  • Second (Bar) Exam ("2. Staatsexamen") in 2000
  • Doctoral studies at the University of Bonn as a Deutsche Forschungsgemeinschaft Fellow (German research association)
  • Bar admission in 2003, and with the firm since then
  • Doctor of Laws (Dr. jur.) 2005
  • Certified Specialized Attorney in Commercial and Corporate Law since 2008
  • Certified Specialized Attorney in Inheritance Law since 2011
  • Appointment as notary in 2011

Competence

Notaries

  • Property law
  • Corporate law
  • Succession law
  • Drafting and certification of agreements and unilateral declarations of intent
  • Authentication of signatures
  • Electronic register applications

Corporate law/M&A

Incorporation

  • Selection of the legal form (corporate law and tax law)
  • Drafting of the partnership agreement, further agreements between the partners
  • German stock corporation and private company law (e.g. OHG, KG, GmbH & Co. KG, GmbH, AG, KGaA, eG)
  • Trust
  • Voting trust, pool and consortium agreements

Life and growth of the company

  • Conduction of general meetings and partners' meetings
  • Subsidiaries (foundation and acquisition, foreign subsidiaries)
  • Partnership agreements, affiliation agreements (in particular control and profit and loss transfer agreements)

Restructuring

  • Transformation law, transformation tax law
  • Consolidation, split, restructuring, contribution, merger

Disputes within the company

  • Disputes between the partners, with members of bodies and with the company
  • Representation of interests out of court (in particular in partners' meetings, general meetings, supervisory board, advisory board)
  • Representation of interests in court

Company succession

  • Entrepreneur's last wills
  • Gifts, usufruct
  • Estate settlements

Purchase and sale of companies (M&A)

  • Drafting of the company purchase agreement
  • Distressed M&A, acquisition from the insolvency administrator

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
  • 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

Publications

Monographs

  • Zwingender Verbraucherschutz und Grundfreiheiten im Bereich der Finanzdienstleistungen,
    Karlsruhe 2005

Contributions to books

  • Beiträge in Arens/Tepper, Praxishandbuch Gesellschaftsrecht, 2. Auflage 2013
    Kapitel 2 Das Mandat im Rahmen der Gesellschaftsgründung
    § 3 Die Wahl der Gesellschaftsform
  • Das gesellschaftsrechtliche Mandat, Arens/Tepper, 1. Auflage, 2007 Kapitel 2, S. 35 ff.§ 3 Die Wahl der Gesellschaftsform

Memberships

  • Deutscher Anwaltverein
  • Deutsche Vereinigung für Erbrecht und Vermögensnachfolge  
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