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Dr Gerhard K. Balz

Lawyer

Focal points of consulting

Family companies

Company acquisition

Foundations

Supervisory mandates

Dr Gerhard K. Balz

Consultant profile

Dr Gerhard K. Balz specialises in advising family businesses.

Dr Gerhard K. Balz specialises in advising medium-sized family businesses in the areas of corporate law (succession and tax-oriented structuring, anticipated succession, corporate succession), company acquisitions (contract negotiations, contract drafting), supervisory board mandates (supervisory board, advisory board, foundation board) and foundations (establishment, accompanying advice) and provides ongoing corporate and commercial law advice to family businesses.

Dr Gerhard K. Balz studied law and economics at the University of Tübingen, received his doctorate from the chair of Prof. Dr Wolfgang Zöllner with a thesis on "Exclusion and withdrawal from the GmbH" and has been admitted to the bar since 1982, from 1990 in his own law firm, from 1998 partner at Luther Rechtsanwaltsgesellschaft mbH and since 01.10.2019 partner at TAXGATE Partners.

Publications

Publications from Dr Gerhard K. Balz

  • Reversal after special succession in limited partnership shares - principles of defective partnership or enrichment law? 2006, in: Betriebs-Berater 2006, p. 2764 ff,
  • Limited partnership capital according to International Accounting Standards - Is the GmbH & Co. KG suitable for the capital market? 2005, in: Betriebs-Berater No. 51/52, p. 2759 ff,
  • Company succession - Succession planning for sole proprietorships with large business-related real estate holdings - Succession planning for limited partnerships - Foundations in the organisation of succession planning
  • Company succession, series of essays, 1998 , in: Der Syndikus
  • Withdrawal of fictitious taxes from a commercial partnership 1988, in: Der Betrieb, 1988, p. 1305 ff.
  • Termination of membership in the limited liability company, 1984
  • Rights and obligations of the shareholder after leaving the GmbH, 1984, in: Der Betrieb, 1984, p. 1865 ff.
  • Protection of the existence of a limited liability company, 1983, in: Juristenzeitung, 1983, p. 241 ff.
  • Legal facts on the exclusion and withdrawal of shareholders of the GmbH, 1983, in: GmbH-Rundschau, 1983, p. 185 ff
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