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testament

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

Testator’s discernible will when splitting the remainder

It is controversial which beneficiaries are entitled to a surplus after liquidation of an inheritance. Facts E.B. drew up a will in 2015: He appointed his godchild resp. nephew as his sole heir. In 2020, E.B. died. He left behind his sister, brother, and half-sister as legal heirs. His nephew rejected the inheritance. The legal heirs did likewise. A liquidation… Read More »Testator’s discernible will when splitting the remainder

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

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