Donation and inheritance
Plan your succession to anticipate the division of your assets and control the tax impact.
Anticipate your succession
Our legal and tax experts can help you organize your succession and optimize your estate planning.
We offer a comprehensive approach:
- Analysis of your financial situation in order to put in place the tools needed for a simple and serene succession
- Determination of the tax impact
- Drafting of a will in accordance with Swiss law
- Wealth analysis with a view to restructuring, depending on the nature of your assets and the location of your heirs (heir holding company, business transfer, transfer of a self-employed activity)
- Analysis of the various gift options, including bare ownership with usufruct reserved and gifts to surviving spouses.
- Support in setting up and managing a foundation (public interest foundation or family foundation)
- Executor’s mandate
- Mandate for incapacity covering management of assets, legal representation or more broadly providing for personal assistance in the event of loss of capacity for discernment
Death of a loved one
Our legal and tax experts can help you with all the administrative and tax formalities that accompany the death of a loved one.
Our team is at your disposal to:
- Draw up the inheritance declaration and calculate the estimated inheritance tax according to the canton of residence of the deceased and his kinship to the heirs
- Establish a spontaneous denunciation for heirs if certain elements were not declared by the deceased
- Carry out an analysis to optimize the division of assets, taking into account the tax implications specific to each heir
- Draw up a partition agreement to allocate the estate to the legal heirs, or, in the presence of a will, proceed with partition in accordance with the deceased’s wishes, while ensuring compliance with civil law in both cases
- Prepare the deceased’s final tax return for the period from January 1 to the date of death, taking into account the items to be distributed in proportion to the period concerned
- Draw up documents relating to an undivided estate, so that each heir can declare his share of the assets on his tax return as soon as the death occurs
- Coordinate exchanges with the notary and tax authorities
Need legal or tax advice?
Our specialists will analyze your situation and suggest appropriate solutions.
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Frequently asked questions
Yes, absolutely. We can help you.
We help you formulate your wishes clearly, and check that they comply with the current legal framework.
Yes, we can help you in this process, in particular by drawing up a will that corresponds to your wishes and respects the rules of division.
We can explain the tax implications, advise you on any restructuring of your estate and assist you with the administrative aspects of a smooth, anticipated transfer.
Yes, we can guide you through the legal aspects of this process, calculate the potential tax impact of this donation, and assist you with your tax declaration obligations.
Without a will, your partner has no legal right to your estate. To protect him/her, it is essential to make specific provisions and anticipate the tax impact. We can help you plan your estate in terms of inheritance and tax law, and help you draw up a will that complies with the legal framework and your intentions.
Yes, it is possible, provided you respect the shares of heirs reserved by law. We can help you calculate these shares and structure your will so that you can carry out your wishes within the legal framework.
In the absence of heirs with right of succession, you have considerable freedom to organize your estate. If you wish, we can work with you to formalize your wishes, in particular to bequeath your entire estate to a third party or organization.
