{"id":30613,"date":"2024-08-10T14:56:34","date_gmt":"2024-08-10T12:56:34","guid":{"rendered":"https:\/\/www.fiala.de\/?p=30613"},"modified":"2026-06-22T21:44:51","modified_gmt":"2026-06-22T19:44:51","slug":"childrens-compulsory-share-german-inheritance-law","status":"publish","type":"post","link":"https:\/\/www.fiala.de\/en\/childrens-compulsory-share-german-inheritance-law\/","title":{"rendered":"Children&#8217;s Compulsory Share in German Inheritance Law: Claiming Despite a Will"},"content":{"rendered":"\n<div data-elementor-type=\"wp-post\" data-elementor-id=\"27340\" class=\"elementor elementor-27340\" data-elementor-post-type=\"post\">\n<div class=\"e-con-inner\">\n<h2 class=\"elementor-heading-title elementor-size-default\">Children&#8217;s compulsory share in an inheritance<\/h2>\n<p>Parents cannot simply disinherit their biological or adopted children entirely. German succession law guarantees close relatives &ndash; children in particular &ndash; a minimum share in the estate even where they have been disinherited: the so-called compulsory share (Pflichtteil, German forced-heirship entitlement). The following sets out what the compulsory share for children means in detail, how it is calculated, the conditions under which children can claim it, and what strategies parents in blended or business-owning families have to account for compulsory-share claims in their estate planning.<\/p>\n<h2 class=\"elementor-heading-title elementor-size-default\">What is the compulsory share for children?<\/h2>\n<p>The compulsory share is a statutory minimum portion of the estate to which certain close relatives are entitled. Under <a href=\"https:\/\/dejure.org\/gesetze\/BGB\/2303.html\" title=\"&sect; 2303 BGB: Pflichtteilsberechtigte; H&ouml;he des Pflichtteils\" rel=\"nofollow noopener\" target=\"_blank\" class=\"external\">&sect; 2303 BGB<\/a> (German Civil Code), those entitled include the descendants of the deceased, that is, their children (biological and adopted, whether born in or out of wedlock). Grandchildren and great-grandchildren may also be entitled to a compulsory share, but <em>only<\/em> where the parent through whom they would inherit (the deceased&#8217;s child) has already predeceased. Stepchildren, by contrast, are not statutory descendants &ndash; they have no compulsory-share entitlement of their own unless they were adopted by the deceased. Alongside the children, the spouse or registered civil partner and &ndash; where there are no children &ndash; exceptionally the deceased&#8217;s parents are also entitled to a compulsory share. Siblings of the deceased and more distant relatives are <em>not<\/em> entitled.<\/p>\n<p>The compulsory share guarantees these close relatives a financial stake in the estate, even where the deceased provided otherwise in a testamentary disposition (will or contract of inheritance). The statutory rule thus deliberately restricts the deceased&#8217;s freedom of testation. The purpose of compulsory-share law is to ensure that parents fulfil their duty of care towards their children, as it were, <em>beyond death<\/em>, and that the closest family members are protected against complete disinheritance. Conversely, it also reflects the fact that children owe their parents a degree of loyalty and support &ndash; someone who would, for example, be obliged to provide maintenance to close family members during their lifetime should not come away entirely empty-handed on death.<\/p>\n<p><b>Definition<\/b>: A child&#8217;s compulsory share equals one half of the statutory share of the estate to which the child would have been entitled under intestate succession had there been no will. This claim is always a monetary one &ndash; the child therefore has no entitlement to specific estate assets, but only to payment of a sum of money equal to the value of the compulsory share. Disinherited children thus do not become heirs, but acquire a monetary claim against the heirs.<\/p>\n<p><em>Important:<\/em> The compulsory-share claim arises only on succession, that is, on the death of the deceased. During the parents&#8217; lifetime, a child cannot unilaterally demand the compulsory share in advance. There is no right for a child to have its share paid out during the parents&#8217; lifetime. However, parents and child may reach a different arrangement <em>by agreement<\/em> &ndash; more on this below under the heading of waiver of the compulsory share.<\/p>\n<h3 class=\"elementor-heading-title elementor-size-default\">Intestate succession and calculating the child&#8217;s compulsory-share quota<\/h3>\n<p>The amount of a child&#8217;s compulsory share is always determined by reference to the child&#8217;s statutory inheritance quota. One must therefore first consider the position that would arise in the absence of a will. Under the rules of intestate succession (<a href=\"https:\/\/dejure.org\/gesetze\/BGB\/1924.html\" title=\"&sect; 1924 BGB: Gesetzliche Erben erster Ordnung\" rel=\"nofollow noopener\" target=\"_blank\" class=\"external\">&sect;&sect; 1924 et seq. BGB<\/a>), children, as the deceased&#8217;s closest descendants (heirs of the first order), normally inherit the estate, where applicable together with the surviving spouse. A child&#8217;s individual inheritance quota depends in particular on the number of children and on the deceased&#8217;s marital status and matrimonial property regime. The disinherited child&#8217;s compulsory-share quota is then derived from that inheritance quota by halving it.<\/p>\n<p>The following sets out some typical scenarios for the inheritance quota and compulsory-share quota of children:<\/p>\n<ul>\n<li>Deceased unmarried (no spouse):\n<ul>\n<li>1 child: The child would be the sole heir under intestacy (inheritance quota 100%). Its compulsory-share quota is therefore 50% of the estate.<\/li>\n<li>2 children: Under intestacy, each child inherits one half (50%). Each child&#8217;s compulsory-share quota is therefore 25% of the estate (half of 50%).<\/li>\n<li>3 children: Under intestacy, each child inherits one third (33.3%). The compulsory-share quota corresponds to 16.7% of the estate (half of 33.3%).<br \/><em>(In general, where there are n children and no spouse, all children inherit 1\/n each; compulsory-share quota = 1\/(2n) per child.)<\/em><\/li>\n<\/ul>\n<\/li>\n<li>Deceased married under the statutory matrimonial property regime (community of accrued gains):<br \/>Here the surviving spouse receives a flat 50% of the estate under intestate succession (a 25% statutory share plus a 25% flat-rate equalisation of accrued gains under <a href=\"https:\/\/dejure.org\/gesetze\/BGB\/1371.html\" title=\"&sect; 1371 BGB: Zugewinnausgleich im Todesfall\" rel=\"nofollow noopener\" target=\"_blank\" class=\"external\">&sect; 1371 BGB<\/a>). The other half of the estate is distributed equally among the children. Examples:\n<ul>\n<li>1 child + spouse: The child would inherit 50% under intestacy. &rarr; Child&#8217;s compulsory-share quota = 25% (half of 50%).<\/li>\n<li>2 children + spouse: The children would each inherit 25% (50% together). &rarr; Each child&#8217;s compulsory-share quota = 12.5% (one eighth).<\/li>\n<li>3 children + spouse: The children would each inherit 16.7% (1\/6). &rarr; Each child&#8217;s compulsory-share quota = 8.33% (1\/12).<br \/><em>Example:<\/em> The deceased is married (community of accrued gains) and has three children (one from a first marriage, two from a second). In his will he appoints his wife as sole heir. Under intestate succession the spouse would be entitled to 50% and the three children together to 50% (16.7% each) of the estate. If the deceased disinherits the children, each child has a compulsory-share claim equal to 8.33% of the value of the estate (half of 16.7%). On an estate worth &euro;300,000 this amounts to &euro;25,000 per child.<\/li>\n<\/ul>\n<\/li>\n<li>Deceased married under the regime of separation of property (or a regime modified by marriage contract):<br \/>In this case the surviving spouse receives no flat-rate equalisation of accrued gains, but inherits under intestacy on an equal footing with the children (subject to a minimum of 1\/4 under <a href=\"https:\/\/dejure.org\/gesetze\/BGB\/1931.html\" title=\"&sect; 1931 BGB: Gesetzliches Erbrecht des Ehegatten\" rel=\"nofollow noopener\" target=\"_blank\" class=\"external\">&sect; 1931(1) BGB<\/a>). Specifically:\n<ul>\n<li>1 child + spouse (separation of property): Each inherits 1\/2. &rarr; Child&#8217;s compulsory-share quota = 25%.<\/li>\n<li>2 children + spouse (separation of property): All three inherit in equal shares of 1\/3 each. &rarr; Child&#8217;s compulsory-share quota = 16.7% (1\/6).<\/li>\n<li>3 or more children + spouse (separation of property): The spouse inherits 1\/4 under intestacy and the children share 3\/4. With 3 children, for instance, each inherits 1\/4; child&#8217;s compulsory-share quota = 12.5% (1\/8). With more children their share decreases further, while the spouse remains at 1\/4.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>The precise calculation in an individual case can be complex, especially where, in addition to children, there are other relatives entitled to inherit, or where special circumstances such as separation of property or the predeceasing of a child apply. Rule of thumb: a disinherited child receives, as its compulsory share, half of what it would have inherited in the absence of a will.<\/p>\n<p><em>Example:<\/em> A widowed mother leaves two daughters. In her will she excludes the elder daughter from succession. Under intestate succession each daughter would inherit 50% of the estate. The disinherited daughter&#8217;s compulsory-share quota is therefore 25%. If the estate were worth, say, &euro;200,000, her compulsory-share claim would amount to &euro;50,000 (25% of &euro;200,000).<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"1020\" src=\"https:\/\/www.fiala.de\/wp-content\/uploads\/2024\/08\/Pflichtteil-Erbe-Kinder-803x1024.webp\" class=\"attachment-large size-large wp-image-27491\" alt=\"\" srcset=\"https:\/\/www.fiala.de\/wp-content\/uploads\/2024\/08\/Pflichtteil-Erbe-Kinder-803x1024.webp 803w, https:\/\/www.fiala.de\/wp-content\/uploads\/2024\/08\/Pflichtteil-Erbe-Kinder-235x300.webp 235w, https:\/\/www.fiala.de\/wp-content\/uploads\/2024\/08\/Pflichtteil-Erbe-Kinder-768x979.webp 768w, https:\/\/www.fiala.de\/wp-content\/uploads\/2024\/08\/Pflichtteil-Erbe-Kinder-1205x1536.webp 1205w, https:\/\/www.fiala.de\/wp-content\/uploads\/2024\/08\/Pflichtteil-Erbe-Kinder.webp 1506w\" sizes=\"(max-width: 800px) 100vw, 800px\" loading=\"eager\" \/><\/p>\n<h2 class=\"elementor-heading-title elementor-size-default\">Amount of the compulsory share: determining the claim in euros<\/h2>\n<p>To calculate the compulsory share as a concrete amount (a euro figure), the net value of the estate must first be determined. To this end, all of the estate&#8217;s assets (items of value such as bank balances, real property, securities, etc.) are added together and the estate liabilities (debts, funeral costs, estate obligations) are deducted. Children entitled to a compulsory share have a statutory right to information so that they can carry out this valuation: under <a href=\"https:\/\/dejure.org\/gesetze\/BGB\/2314.html\" title=\"&sect; 2314 BGB: Auskunftspflicht des Erben\" rel=\"nofollow noopener\" target=\"_blank\" class=\"external\">&sect; 2314(1) BGB<\/a> the heirs must, on request, draw up an inventory of the estate and provide full information about it. The child can thus establish the size of the estate and the items it comprises. Where necessary, individual assets must be valued (for example real property by means of an expert&#8217;s report) so that the person entitled to the compulsory share can quantify their share precisely.<\/p>\n\n<p>Once the child has determined its compulsory-share quota (as a percentage of the estate) and established the value of the estate, the concrete monetary compulsory-share claim follows from this. Example: if the estate is determined to be &euro;500,000 and the child&#8217;s compulsory-share quota is 1\/8 (12.5%), then its compulsory share amounts to &euro;62,500.<\/p>\n\n<p><em>Note:<\/em> If a child is left something by the deceased in the will (such as a particular asset or a share of the estate) but less than the value of its compulsory share, an additional compulsory-share claim arises (<a href=\"https:\/\/dejure.org\/gesetze\/BGB\/2305.html\" title=\"&sect; 2305 BGB: Zusatzpflichtteil\" rel=\"nofollow noopener\" target=\"_blank\" class=\"external\">&sect; 2305 BGB<\/a>). The child can then demand from the heirs the difference between the value of what it received and its actual compulsory-share entitlement. This case is also known as a &ldquo;residual compulsory-share claim&rdquo;. Example: a disinherited child receives a legacy of 10% of the estate under the will, but would have had a compulsory share of 25% &ndash; it can then claim a further 15% of the value of the estate as the residual compulsory share.<\/p>\n<h3 class=\"elementor-heading-title elementor-size-default\">Under what conditions can children claim their compulsory share?<\/h3>\n<p>A child&#8217;s compulsory-share claim does not arise automatically in every case of succession; it is subject to certain conditions:<\/p>\n<ul>\n<li>Compulsory-share entitlement: The claimant must belong to the class of persons entitled to a compulsory share (see above). The deceased&#8217;s own children are entitled; stepchildren and distant relatives are not. Grandchildren can step in only where their parent (a child of the deceased) has already died.<\/li>\n<li>Disinheritance or reduced share: A compulsory-share claim exists only where the child has been wholly or partly disinherited by a disposition on death. Disinheritance here means that the child is not named as an heir in the will at all. Partial disinheritance occurs where the child does become an heir but <em>only with a quota below the value of its compulsory share<\/em>, or where it is provided for but subject to restrictions or burdens that effectively reduce its value (for example as a prior heir with subsequent heirs, subject to legacies, etc.). In such cases <a href=\"https:\/\/dejure.org\/gesetze\/BGB\/2305.html\" title=\"&sect; 2305 BGB: Zusatzpflichtteil\" rel=\"nofollow noopener\" target=\"_blank\" class=\"external\">&sect; 2305 BGB<\/a> &ndash; as mentioned above &ndash; grants a claim to the missing remainder of the compulsory share.<\/li>\n<li>Renunciation in the case of an encumbered appointment as heir: Even where a child is appointed as an heir in the will but <em>renounces<\/em> the inheritance, it may, in certain circumstances, subsequently claim the compulsory share. This arises in particular where the inheritance was bound up with restrictions or disadvantages &ndash; for example where the deceased ordered the execution of the will or the inheritance is over-indebted. <a href=\"https:\/\/dejure.org\/gesetze\/BGB\/2306.html\" title=\"&sect; 2306 BGB: Beschr&auml;nkungen und Beschwerungen\" rel=\"nofollow noopener\" target=\"_blank\" class=\"external\">&sect; 2306 BGB<\/a> enables an appointed child, after renouncing its share, nonetheless to assert the compulsory share as a disinherited party. The renunciation must be made in due form and within the prescribed period; it may be sensible in order to escape burdensome conditions, for instance.<\/li>\n<li>Timely assertion: Compulsory-share claims become time-barred within three years under &sect;&sect; 195, <a href=\"https:\/\/dejure.org\/gesetze\/BGB\/199.html\" title=\"&sect; 199 BGB: Beginn der regelm&auml;&szlig;igen Verj&auml;hrungsfrist und Verj&auml;hrungsh&ouml;chstfristen\" rel=\"nofollow noopener\" target=\"_blank\" class=\"external\">199 BGB<\/a>. The period begins at the end of the year in which the child learns of the death and of its disinheritance. At the latest three years thereafter the claim <em>must<\/em> therefore be actively asserted, or at least limitation-suspending measures (such as an order for payment or the filing of a claim) must be taken. Otherwise the claim can no longer be enforced. Example: if the parent dies in March 2025 and the child learns of it immediately, the limitation period begins on 31 December 2025 and ends on expiry of 31 December 2028.<\/li>\n<\/ul>\n<p>If a child satisfies these conditions (entitled to a compulsory share, disinherited or disadvantaged under the will, and acting within time), its compulsory-share claim arises on succession (<a href=\"https:\/\/dejure.org\/gesetze\/BGB\/2317.html\" title=\"&sect; 2317 BGB: Entstehung und &Uuml;bertragbarkeit des Pflichtteilsanspruchs\" rel=\"nofollow noopener\" target=\"_blank\" class=\"external\">&sect; 2317(1) BGB<\/a>). However, the compulsory share is not paid out automatically; the child must actively assert its claim.<\/p>\n<h2 class=\"elementor-heading-title elementor-size-default\">How can children claim their compulsory share?<\/h2>\n<p>Even where a child is entitled to a compulsory share, it does not automatically receive its portion from the heir. The child must take action itself to enforce the compulsory share. In practice the following approach is advisable:<\/p>\n<ol>\n<li>Contacting the heirs \/ the sole heir: First, the child should call upon the heir(s) in writing to pay out the compulsory share. This letter should already state the amount of the compulsory share demanded (as a euro figure), together with the bank details for payment and a reasonable deadline for performance (for example: &ldquo;Please pay me the sum of &euro;X into the following account by &hellip;&rdquo;). If the precise value of the estate is not yet known, information about the estate can first be requested and payment demanded &ldquo;step by step in return for information&rdquo;.<\/li>\n<li>Estate inventory and valuation: As mentioned above, the person entitled to a compulsory share has a statutory right to information about the estate. The child should therefore, in parallel or at the latest after first making contact, request an inventory of the estate from the heirs, unless they voluntarily provide all the necessary information. The heirs must draw up such an inventory listing all estate items (assets and liabilities). Where there is mistrust, the child may also demand a notarial estate inventory, drawn up and verified by a notary. On the basis of this information the child can reliably calculate the amount of the compulsory share.<\/li>\n<li>Seeking an amicable agreement: It is often sensible first to seek an out-of-court settlement with the heirs. Compulsory-share demands unfortunately frequently give rise to tensions within families. Negotiation may make it possible to find a solution, such as instalment payments, deferral (see below) or the transfer of certain assets by agreement. One advantage of settlement: it saves time, stress and court and legal fees. Legal support in the background can help to quantify and mediate one&#8217;s own claims correctly.<\/li>\n<li>Litigation as a last resort: If the heirs refuse to pay or no agreement can be reached, the child is left with a compulsory-share action before the courts. This must be brought before the competent civil court (at the deceased&#8217;s last place of residence). In court proceedings the value of the estate is established and the claim is reduced to a judgment. At this stage at the latest, legal representation is advisable in order to enforce the child&#8217;s rights effectively. Often the mere threat of an action is enough to get matters moving.<\/li>\n<li>Who has to pay? The party liable is, in principle, the heir(s). Where there is a sole heir, that heir alone must satisfy the compulsory share. Several co-heirs are liable as joint and several debtors &ndash; the child can demand payment in whole or in part from any individual co-heir as it chooses. As a rule the heirs settle among themselves in proportion to their inheritance quotas, but each is liable to the child for the full sum. Exception: a supplementary compulsory-share claim (see immediately below) on account of gifts must be asserted against the recipient of the gift &ndash; who may even be a third party who is not an heir at all.<\/li>\n<li>Applying for deferral (in exceptional cases): If the heirs cannot pay out the compulsory share immediately because the estate consists mainly of, say, a property or a business and there are insufficient liquid funds, financial hardship may result. In such cases <a href=\"https:\/\/dejure.org\/gesetze\/BGB\/2331a.html\" title=\"&sect; 2331a BGB: Stundung\" rel=\"nofollow noopener\" target=\"_blank\" class=\"external\">&sect; 2331a BGB<\/a> provides that the heir may apply to the probate court for deferral (postponement) of the compulsory-share payment. Deferral is granted where immediate payment of the compulsory share would mean an unreasonable hardship for the heir going beyond the normal measure (for example the loss of the owner-occupied home or a threat to the existence of the family business). If deferral is granted, the heir may pay the compulsory share in instalments or at a later date. For the person entitled to the compulsory share this means a postponement, but at least it averts the breaking up of the estate&#8217;s value. Spouses in particular who have been appointed as sole heirs (for example in a Berlin will) can make use of this option in order to avoid having to move out of the family home.<\/li>\n<li>Selling the compulsory-share claim (a special case): There are now service providers in Germany that specialise in buying up compulsory-share claims. A disinherited child can therefore, in theory, sell its claim to a third party and receive an immediate pay-out for it. The buyer then pursues the compulsory share against the heirs on its own account. This may be of interest to persons entitled to a compulsory share who wish to avoid protracted disputes or litigation costs. However, such an investor buys the claim at a discount &ndash; one therefore usually receives <em>not the full 100%<\/em> of the claim&#8217;s value, but perhaps 70&ndash;80% depending on the risk. One should also carefully check that the provider is reputable. In most cases, persons entitled to a compulsory share prefer to enforce their claim themselves with legal help in order to obtain the full value.<\/li>\n<\/ol>\n<h2 class=\"elementor-heading-title elementor-size-default\">Supplementary compulsory-share claim: crediting gifts<\/h2>\n<p>Deceased persons frequently attempt to leave unloved relatives as little as possible by giving away assets during their lifetime &ndash; for example to other persons, to a new partner or to particular children to the exclusion of others. This is intended to diminish the future estate and thereby the compulsory-share claim of the other entitled children. The law also protects those entitled to a compulsory share against such manoeuvres: disinherited children can assert a supplementary compulsory-share claim (<a href=\"https:\/\/dejure.org\/gesetze\/BGB\/2325.html\" title=\"&sect; 2325 BGB: Pflichtteilserg&auml;nzungsanspruch bei Schenkungen\" rel=\"nofollow noopener\" target=\"_blank\" class=\"external\">&sect; 2325 BGB<\/a>) in order to bring gifts made by the deceased that diminished the estate within the last 10 years before death partly into the calculation of their compulsory share.<\/p>\n<p>This crediting takes place under a sliding 10-year rule:<\/p>\n<ul>\n<li>Gifts made in the last year before death are taken into account at 100%.<\/li>\n<li>For each further year between the gift and the death, the value to be applied is reduced by 10%.<\/li>\n<li>After ten years, gifts are <em>entirely disregarded<\/em> (100% reduction).<\/li>\n<\/ul>\n<p>Example: if the father gives &euro;100,000 to an acquaintance one year before his death, this sum is added in full (100%) to the estate in order to calculate the disinherited child&#8217;s compulsory share. If he gives away the same sum <em>five<\/em> years before his death, 50% (that is, &euro;50,000) is still credited. Given seven years before death: 40% credited (&euro;40,000). And gifts dating back more than ten years are disregarded. &ndash; Important: in the case of gifts to the spouse, this 10-year period begins only on dissolution of the marriage (by death or divorce), so as not to disadvantage spouses. This means that gifts between spouses may date back even decades and will nonetheless be credited in full, provided the marriage subsisted until death.<\/p>\n<p>The supplementary compulsory-share claim ensures that a child does not come away <em>empty-handed<\/em> simply because the deceased generously distributed his assets shortly before his death. Enforcement: this supplementary claim must be asserted separately by the child &ndash; namely against the person who received the gift. If the recipient is himself an heir (for example another child who already received assets during the deceased&#8217;s lifetime and becomes sole heir), an internal adjustment can take place. Frequently, however, the recipient is the surviving spouse or a third party. The disinherited child then has a payment claim against that third party in the amount of its supplementary compulsory share. Calculation: one determines the notional estate by adding the creditable portion of the gift to the actual estate. From this the hypothetical compulsory-share quota in euros is derived, and the difference from the actual compulsory share can be demanded as a supplement.<\/p>\n\n<p>Illustrative example: the deceased has a son and a daughter. His assets amount to &euro;500,000; by will the son receives everything (sole heir), the daughter is disinherited and would have had a compulsory share of 25% = &euro;125,000. She knows, however, that the father gave &euro;50,000 to his own parents seven years before his death. Under the 10-year scale, &euro;50,000 is in this case still credited at 40%, that is &euro;20,000. This amount increases the notional estate and thereby also the daughter&#8217;s share. Her 25% compulsory-share quota of the &euro;20,000 yields &euro;5,000. Result: in addition to the original &euro;125,000, she is entitled to &euro;5,000 as a supplementary compulsory share, that is &euro;130,000 in total. She would have to assert this supplementary claim against the recipient of the gift (here: the grandparents or their heirs).<\/p>\n\n<p>Note also <a href=\"https:\/\/dejure.org\/gesetze\/BGB\/2327.html\" title=\"&sect; 2327 BGB: Beschenkter Pflichtteilsberechtigter\" rel=\"nofollow noopener\" target=\"_blank\" class=\"external\">&sect; 2327 BGB<\/a>: the deceased&#8217;s own gifts to the person entitled to a compulsory share themselves (that is, to the now disinherited child) are credited against the compulsory share. If, for example, the deceased already conveyed substantial assets to the child during his lifetime (such as transferring a property or giving a considerable sum) and provides in the will that this is to be credited against the compulsory share, then the value of that gift reduces the child&#8217;s compulsory share accordingly. This is intended to avoid double benefit.<\/p>\n<h2 class=\"elementor-heading-title elementor-size-default\">Disinheriting children: loss of the compulsory-share claim and deprivation of the compulsory share<\/h2>\n<p>The basic rule is: even a disinherited child is entitled to its compulsory share. Even where the relationship between parent and child was strained or there was no contact, the law as a rule prevents the child from coming away entirely empty-handed. Only in extreme exceptional cases does <a href=\"https:\/\/dejure.org\/gesetze\/BGB\/2333.html\" title=\"&sect; 2333 BGB: Entziehung des Pflichtteils\" rel=\"nofollow noopener\" target=\"_blank\" class=\"external\">&sect; 2333 BGB<\/a> allow the deceased to deprive a person entitled to a compulsory share of that share entirely. The hurdles for this are very high &ndash; they concern serious misconduct by the child towards the deceased or persons close to them. Possible grounds for deprivation (the list in <a href=\"https:\/\/dejure.org\/gesetze\/BGB\/2333.html\" title=\"&sect; 2333 BGB: Entziehung des Pflichtteils\" rel=\"nofollow noopener\" target=\"_blank\" class=\"external\">&sect; 2333 BGB<\/a> is exhaustive) are in particular:<\/p>\n<ul>\n<li>Serious criminal offences against the deceased or their relatives: if the child attempts to kill the deceased, the deceased&#8217;s spouse, one of their other descendants or a similarly close person, the compulsory share can be withdrawn. The same applies where the child seriously physically maltreats the deceased or a close person, or is otherwise guilty of a serious crime or an intentional serious offence against the deceased.<\/li>\n<li>Serious intentional offence punished with a custodial sentence of one year or more: where the child has been sentenced to at least one year&#8217;s imprisonment without parole for an intentional offence against the deceased or close relatives, this too justifies depriving it of the compulsory share. (The same applies where it was committed to a psychiatric institution on account of such an act.)<\/li>\n<li>Malicious breach of the maintenance obligation: if the child owed the parent a statutory maintenance obligation (for example maintenance of a parent) and maliciously refused any support, the parent can deprive it of the compulsory share in response.<\/li>\n<\/ul>\n<p>Other grounds &ndash; such as a years-long breaking off of contact, differing ways of life, insults or general disappointments &ndash; are <em>not<\/em> sufficient. Even criminal offences or violence against third parties that do not fall within the above categories do not justify depriving a child of the compulsory share. The deprivation must, moreover, be expressly ordered and reasoned in the will (<a href=\"https:\/\/dejure.org\/gesetze\/BGB\/2336.html\" title=\"&sect; 2336 BGB: Form, Beweislast, Unwirksamwerden\" rel=\"nofollow noopener\" target=\"_blank\" class=\"external\">&sect; 2336 BGB<\/a>). The allegations relied upon must therefore be set out by the deceased, otherwise the deprivation rule does not apply. In a dispute after death, a court examines whether the alleged grounds actually existed. As these conditions are rarely clearly established in practice, an effective deprivation of the compulsory share occurs <em>extremely rarely<\/em>.<\/p>\n\n<p>Consequence of a justified deprivation of the compulsory share: the child is treated as though it had never been entitled to a compulsory share. It then has no share whatsoever in the estate. Where, however, the disinherited child has <em>its own descendants<\/em> (grandchildren of the deceased), the question arises whether they can claim a compulsory share in its place. According to the prevailing view, the descendants too remain excluded where the ground for deprivation lay in the person of the child &ndash; for <a href=\"https:\/\/dejure.org\/gesetze\/BGB\/2333.html\" title=\"&sect; 2333 BGB: Entziehung des Pflichtteils\" rel=\"nofollow noopener\" target=\"_blank\" class=\"external\">&sect; 2333 BGB<\/a> attaches to that person&#8217;s conduct. Nonetheless, such a constellation is legally complex. In case of doubt, affected families should seek legal advice.<\/p>\n<h2 class=\"elementor-heading-title elementor-size-default\">Waiver of the compulsory share: declaration of waiver in return for compensation<\/h2>\n<p>Parents and children have the option of reaching a consensual arrangement in advance regarding the future compulsory share: the waiver of the compulsory share. This is a contract of inheritance between the future deceased (for example a parent) and the child entitled to a compulsory share. By means of a notarially recorded contract, the child declares that it waives its compulsory share (and usually also its share of the estate), and does so already during the deceased&#8217;s lifetime. In return, the child frequently receives financial compensation or other asset advantages &ndash; for example a larger sum of money or a transfer of property now, a stake in the business, etc.<\/p>\n\n<p>Such a compulsory-share waiver agreement is governed by <a href=\"https:\/\/dejure.org\/gesetze\/BGB\/2346.html\" title=\"&sect; 2346 BGB: Wirkung des Erbverzichts, Beschr&auml;nkungsm&ouml;glichkeit\" rel=\"nofollow noopener\" target=\"_blank\" class=\"external\">&sect; 2346 BGB<\/a>. It is important to know: once validly agreed, a waiver has full binding effect. If the parent later dies, the child can no longer assert any compulsory share &ndash; it is regarded as <em>&ldquo;excluded from succession&rdquo;<\/em> by virtue of the contract. A waiver can also be agreed on a limited or conditional basis (for example only in respect of certain assets, or on condition that something else accrues to the child), depending on what the parties negotiate.<\/p>\n<p>When is such a waiver sensible? In practice, a waiver of the compulsory share is often sought where the parents wish to implement a particular succession arrangement without risking later compulsory-share disputes. Typical scenarios:<\/p>\n<ul>\n<li>Business-owning families: one child is to continue the family business alone, and the other children are to be compensated so that the business remains undivided. By means of waiver agreements, the non-succeeding children can waive compulsory-share rights in return for compensation, so that on succession the business successor is not confronted with a drain on liquidity by siblings.<\/li>\n<li>Blended families: children from a first marriage may waive immediate claims on the death of the biological parent in favour of the new spouse, often in return for an assurance of certain assets or payments. In this way the surviving partner (stepparent) can remain financially secure in the shared home without having to satisfy compulsory-share claims of the stepchildren. More on this below under the Berlin will.<\/li>\n<li>Wealthy parents with gift plans: sometimes parents wish to transfer substantial assets to a child during their lifetime (anticipated succession). To ensure that this child does not nonetheless later also participate in the estate, a waiver is agreed with all those involved: the favoured child receives, say, a house transferred to it and in return waives its compulsory share in the remaining estate; the other children consent, since their own share thereby remains untouched.<\/li>\n<\/ul>\n<p>A waiver of the compulsory share must be concluded before a notary (<a href=\"https:\/\/dejure.org\/gesetze\/BGB\/2348.html\" title=\"&sect; 2348 BGB: Form\" rel=\"nofollow noopener\" target=\"_blank\" class=\"external\">&sect; 2348 BGB<\/a>) and is possible only where all those involved have legal capacity. Parents should be minded to give the waiving child appropriate compensation &ndash; otherwise the child will scarcely consent, and morally all should be satisfied in order to preserve peace within the family. For both sides such a contract creates clarity and prevents later protracted disputes.<\/p>\n\n<p><em>Note:<\/em> A child&#8217;s waiver of the compulsory share is as a rule binding only in relation to the parent with whom the contract was concluded. If the child has waived, for example, only towards the mother, it can still claim its compulsory share from the father&#8217;s estate, provided no waiver exists there. Often, however, both parents are included in the same contract.<\/p>\n<h2 class=\"elementor-heading-title elementor-size-default\">Berlin will: the children&#8217;s compulsory share in joint spousal wills<\/h2>\n<p>The Berlin will is a very common form of will among married couples in Germany. The spouses appoint one another as sole heirs and provide that the children are to inherit only after the death of the second parent. From the parents&#8217; point of view this is understandable: the longer-living spouse is to be financially secure and not forced, for example, to sell the family home by reason of the children&#8217;s claims to a share. However, the appointment of the spouse as sole heir on the first death simultaneously means the disinheritance of the children on the death of the first to die. The children are therefore entitled to a compulsory share on the first death, even where the Berlin will provided otherwise.<\/p>\n<p><\/p>\n<p>Risks for the surviving spouse: if the children demand their compulsory share in cash after the first death, this can place a heavy financial burden on the widowed parent. If the estate of the first to die consists mainly of an owner-occupied property (for example the family home) or a business, the surviving spouse may lack the liquid funds to pay out the compulsory-share claims. In the worst case the property must be sold or the business partly disposed of in order to raise the money. The spouse may thereby be deprived of their economic livelihood.<\/p>\n<p><\/p>\n<p>Strategies for solving the problem in the Berlin will: married couples using this testamentary arrangement have several options for dealing with the children&#8217;s compulsory-share claims:<\/p>\n<ul>\n<li>Compulsory-share penalty clause: almost a classic device is the inclusion of a so-called compulsory-share penalty clause in the Berlin will. In essence this clause provides: <em>if a child demands its compulsory share after the death of the first parent, it will, on the death of the second parent, likewise be left only with the compulsory share or disinherited entirely.<\/em> In other words, the child loses its position as final heir. This clause is intended to deter the children from raising claims on the first death. Example: mother and father provide that their two children are to be the final heirs of the survivor. If the father dies first and one child demands the compulsory share, it later receives nothing from the mother (the last to die) other than the compulsory share &ndash; it would thus be &ldquo;penalised&rdquo; twice. &ndash; Caution: although the penalty clause deters many children from asserting the compulsory share immediately, it offers no guarantee. In an individual case a child may weigh up whether it is in any event unlikely to inherit much in the end (for example because the surviving parent might consume the assets or pass them on to someone else) and demand the compulsory share despite the penalty clause.<\/li>\n<li>Obtaining a waiver of the compulsory share from the children: a safer option is to reach a contractual arrangement with the children during the parents&#8217; lifetime. Ideal is a compulsory-share waiver agreement for the first death: the children declare before a notary that they will assert <em>no compulsory-share claims<\/em> after the death of the first parent &ndash; frequently in return for a certain compensation or at least in the confidence of being rewarded later as final heirs. This gives the longer-living parent financial security. Of course this requires good family communication; the children will waive only where they agree to the arrangement and are bound by the promise.<\/li>\n<li>Equalisation during lifetime \/ estate planning: parents can also, through skilful estate planning, ensure that no disproportionate imbalance arises on the first death. For example, lifetime gifts to children can be staggered or arranged so that those who are patient on the first death have already been supported beforehand. A form of financial burden-sharing (Lastenausgleich, burden-sharing levy) could also be created using sums insured that flow to the children <em>outside the estate<\/em>: thus, for example, on death a life insurance policy could be paid out to the children from a first marriage, reducing their need to lay claim to the illiquid estate. Such solutions must be planned on an individual basis.<\/li>\n<li>Applying for deferral: as mentioned above, the surviving spouse can, in an emergency, apply to the probate court for deferral of the compulsory-share payments in order to gain time or to enable payment by instalments. However, this is only likely to succeed in cases of unreasonable hardship and is no substitute for prior planning.<\/li>\n<\/ul>\n<p>Conclusion on the Berlin will: this form of will is attractive to many married couples, but harbours potential for conflict with the children&#8217;s compulsory-share rights. Especially in blended-family situations (where, for example, there are children from a first marriage and a new spouse), a Berlin will should be drafted with care. Children in blended families often have a legitimate interest in securing their share of the biological parent&#8217;s estate, since they may later receive nothing from the stepparent. It is all the more important here to speak plainly with all those involved and to find solutions (waiver, payments, insurance) that do justice to both sides. A consensual internal family arrangement during one&#8217;s lifetime is the best way to avoid disputes over the compulsory share.<\/p>\n<h2 class=\"elementor-heading-title elementor-size-default\">Practical tips for parents and children in dealing with the compulsory share<\/h2>\n<p>To conclude, here are some recommendations for action that emerge from compulsory-share practice:<\/p>\n<ul>\n<li>Drafting wills with a sense of proportion: if, as a parent, you plan to provide for one of your children to a lesser extent or to disinherit it entirely, bear in mind that this child will, as a rule, nonetheless be entitled to its compulsory share. Try to plan for the disinherited child&#8217;s compulsory share from the outset &ndash; for example by providing sufficient liquid funds in the estate so that paying the compulsory share does not lead to the forced sale of other assets. In complex cases (such as a business or real-property holdings), forward-looking estate planning is indispensable.<\/li>\n<li>Family peace versus freedom of testation: be aware that unexpected disinheritances often destroy family peace in the long term. It can be sensible to seek a conversation with the children in good time if you wish to depart from the &ldquo;normal&rdquo; succession. An open conversation, or even mediation during your lifetime, can prevent costly legal disputes over the compulsory share from arising after succession.<\/li>\n<li>Making use of compulsory-share waivers: do not shy away from considering contractual waiver arrangements in suitable constellations. Business-owning families and blended-family parents in particular can thereby create clear circumstances. A waiver of the compulsory share in return for compensation can bring advantages for both sides: the child already receives a value during the parents&#8217; lifetime and in return waives future claims, while the parents gain planning certainty. Seek legal advice here in order to draw up fair and valid contracts.<\/li>\n<li>Using usufruct and gifts with care: some parents attempt to transfer assets early through gifts in order to circumvent the compulsory share. Bear in mind the 10-year rule (<a href=\"https:\/\/dejure.org\/gesetze\/BGB\/2325.html\" title=\"&sect; 2325 BGB: Pflichtteilserg&auml;nzungsanspruch bei Schenkungen\" rel=\"nofollow noopener\" target=\"_blank\" class=\"external\">&sect; 2325 BGB<\/a>) &ndash; if you do not survive <em>ten years<\/em> after the gift, part of what was given away will nonetheless fall into the compulsory-share calculation. Rights of usufruct or rights of residence over gifted properties can even suspend the running of this period. Such arrangements should be made only with sound advice. Otherwise you risk the gift ultimately having achieved nothing except perhaps a dispute among the heirs.<\/li>\n<li>As a disinherited child: stay calm and gather information: if, as a child, you learn that you have been disinherited, react with composure. Examine your rights: are you entitled to a compulsory share? How large might your claim be? Gather information about the estate values (as far as possible) and keep records. You have time &ndash; the three-year period is enough to consider a strategy at leisure. Where appropriate, seek legal advice early, before you contact the heirs, so as to be optimally prepared.<\/li>\n<li>Seeking professional help: compulsory-share law is complex, both legally and emotionally. Do not hesitate to bring in a lawyer experienced in succession law, whether as a disinherited child to enforce your claim or as an inheriting party to ward it off or to arrange a sensible settlement. Legal advice can identify ways in which, for example, an appropriate equalisation can be found (the keyword being burden-sharing within the community of heirs) without family peace breaking down completely. Particularly where larger estates or business assets are involved, expert support is indispensable in order to avoid costly mistakes.<\/li>\n<\/ul>\n<h2 class=\"elementor-heading-title elementor-size-default\">Conclusion<\/h2>\n<p>The compulsory share ensures that biological and adopted children are protected against complete financial disinheritance on succession. It amounts to 50% of the statutory share of the estate and must be actively claimed by the disinherited child. Parents who make testamentary dispositions departing from intestate succession (for example in blended-family cases or in favour of a spouse) should pay close attention to the children&#8217;s compulsory-share rights. Through clever drafting &ndash; such as compulsory-share waivers, equalisation payments or consensual solutions &ndash; much can be settled in advance in order to avoid later conflicts. Children entitled to a compulsory share, for their part, should know their rights and assert them with composure. In both cases the principle holds: timely advice on compulsory-share law and estate planning helps to avoid disputes and financial disadvantages. In this way, in the ideal case, an estate arrangement viable for all sides can be found, one that respects the deceased&#8217;s wishes while preserving the children&#8217;s minimum entitlements.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Parents cannot simply disinherit their children entirely. German succession law guarantees children a minimum share in the estate \u2013 the compulsory share (Pflichtteil). Learn how it is calculated, the conditions for claiming it, and what strategies parents in blended or business-owning families have for their estate planning.<\/p>\n","protected":false},"author":4,"featured_media":30611,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":"","rank_math_focus_keyword":"","rank_math_description":"","rank_math_title":""},"categories":[495],"tags":[656,880],"class_list":["post-30613","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-kanzlei","tag-law-of-succession","tag-last-will-and-testament"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.fiala.de\/en\/wp-json\/wp\/v2\/posts\/30613","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fiala.de\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.fiala.de\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.fiala.de\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fiala.de\/en\/wp-json\/wp\/v2\/comments?post=30613"}],"version-history":[{"count":1,"href":"https:\/\/www.fiala.de\/en\/wp-json\/wp\/v2\/posts\/30613\/revisions"}],"predecessor-version":[{"id":30719,"href":"https:\/\/www.fiala.de\/en\/wp-json\/wp\/v2\/posts\/30613\/revisions\/30719"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.fiala.de\/en\/wp-json\/wp\/v2\/media\/30611"}],"wp:attachment":[{"href":"https:\/\/www.fiala.de\/en\/wp-json\/wp\/v2\/media?parent=30613"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fiala.de\/en\/wp-json\/wp\/v2\/categories?post=30613"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fiala.de\/en\/wp-json\/wp\/v2\/tags?post=30613"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}