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successionplanning

Auction of estate assets

How to divide objects belonging to the estate – such as real estate property? Facts C died on January 29, 2006, leaving two daughters as legal heiresses. An inheritance division case has been pending since 2007. Two 2.5 room apartments – one in the Canton of Grisons, one in the canton of Ticino – are i.a. part of the estate.… Read More »Auction of estate assets

Valuation of personal sole proprietorships

The valuation of a business is often controversial, whether in the case of divorce, division of an estate or succession planning. Specifically, the Federal Supreme Court of Switzerland had to assess the valuation of an orthodontic practice during divorce proceedings. When liquidating the matrimonial property regime, the assets are stated at their market value (Art. 211 Swiss Civil Code). Continuation… Read More »Valuation of personal sole proprietorships

Mediation and succession planning

No funds despite inheritance. Because of disputes, the heirs receive nothing over a period of years. Nevertheless, the heirs are considered wealthy by the authorities. Do you wish not to expose your heirs to these situations and avoid such headlines? Well, then you should start tackling your succession planning. Day of mediation Today we celebrate the day of mediation. What… Read More »Mediation and succession planning

New Will

Facts of the case The decedent, born in 1942, left as legal heirs his two offspring, born in 1992 and 1996, and a life partner, born in 1984. On December 31, 2015, the court opened and read out several testamentary dispositions. According to the will dated February 9, 2015, the testator decreed that his legal heirs shall receive the statutory… Read More »New Will

Bequeath art

To whom do you bequeath your art? Dividing an art estate may be difficult. Since an heir can in principle not select any item. When dividing, all heirs have an equal right to the estate property according to Art. 610 para. 1 of the Swiss Civil Code. In the event of disagreement, an art object is to be allocated to… Read More »Bequeath art

No Delegation

The testator, born in 1957, adopted by Germans as an adult in 1990, made a will by public deed to dispose his property to his natural Polish parents in 1991. In addition, he made a holographic will in 1998 according to which AA or PA were entitled to designate his savings as well as assets in Switzerland and Germany according… Read More »No Delegation

Unforgotten

You are at liberty to decide what you want to leave behind, whom you want to thank, whom you would like to give a treat, whom to support, or to pay forward. You have the opportunity to do so. Swiss Inheritance Law Revision Due to the revised Swiss inheritance law you will always be able to freely dispose of at… Read More »Unforgotten

Will without final signature

Large court bill instead of millions Avoid headlines like: A testamentary heiress receives a large court bill instead of millions in inheritance because a final signature is missing under the will. Do you want control over your estate and certainty that your last will and testament will be respected? Requirement of form Formal requirements must be followed, otherwise you will… Read More »Will without final signature

Proportional right to an inheritance

Active, self-determined estate planning Have you made your own arrangements for your estate? Are you fully utilizing your options? Swiss law determines who will inherit and how much if you remain inactive. How much your legal heirs (blood relatives, surviving spouse) will receive (so-called inheritance quota) depends on your family circumstances. A distinction is made whether you are single or… Read More »Proportional right to an inheritance

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