Estate planning
Our team has broad experience earned through working with affluent families over many generations.
Areas of expertise
- International and domestic estate planning and inter-vivos gifts
- Wills and inheritance agreements
- Succession and tax planning for businesses
- Assistance with the establishment of foundations, trusts and similar vehicles
- Domestic and international inheritance disputes
- Executorships and estate administration
Other relevant areas
Asset Structuring | Family law, Planning & Litigation | Family Governance | Philanthropy
“They are always very reactive with pertinent answers and have amazing knowledge of the art market and trends,” says an interviewee, whocontinues: “They have the advantage of having experts in all fields of law, which is very helpful to manage complex matters”
Publications
Bergos Berenberg Adds Top Lawyer and Banker to Its Board
finews.com, 14 August 2019- EN
Bergos Berenberg: Topbanker und Staranwältin im Verwaltungsrat
finews.ch, 14. August 2019- DE
Cette entraide judiciaire avec la France qui inquiète UBS
Le Temps, 25 juillet 2019- FR
Affaire UBS: le Tribunal fédéral «a ouvert une boîte de Pandore»
Le Temps, 26 juillet 2019- FR
Firm News
Estate Planning for Digital Assets
MLL highly ranked in Chambers HNW Guide 2021
News Portal
New Developments in Swiss Foundation Law
On 1 January 2024, various amendments to Swiss foundation law will come into force. New provisions will be introduced in the following areas:
- Complaint on supervisory matters regulated by law (Art. 84 para. 3 Swiss Civil Code, hereinafter “CC”);
- Extension of the founder’s rights through a reservation of the right to amend the organization (Art. 86a CC);
- Simplification of minor amendments to the foundation’s deed (Art. 86b CC);
- Form applicable to amendments of the deeds (Art. 86c CC).
New Inheritance Law in Force From 1 January 2023 – Immediate Actions
With the entry into force of the inheritance law reform on 1 January 2023, Switzerland is modernising an important part of its more than 100-year-old legislation. The main changes inherent in the new inheritance law[1] are summarised in our Newsletter of 1 June 2021.
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Entry Into Force of “Marriage for All” on 1 July 2022: What Changes?
26 September 2021 marks a historical turning point in terms of rights for the LGBTIQ+ community. On that day, Swiss citizens said yes to “marriage for all”, following developments in neighboring countries in recent years.
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New Swiss Inheritance Law: Entry into force planned for 1 January 2023
The Swiss parliamentary chambers approved the new inheritance law on 18 December 2020. No referendum has been requested for the proposed amendment[1] within the referendum deadline, which expired on 12 April 2021, the Federal Council has accordingly decided at its meeting on 19 May 2021 that it would enter into force on 1 January 2023.
MoreCovid-19 Crisis – Succession Planning and Planning for Incapacity
The second wave of Covid-19 in the fall of 2020 and the resurgence of the virus in several places in Europe and the world at present, as well as the slow vaccination process, has shown that the virus is not yet under control and that it may still take us a long time to go back to a new normality. The pandemic has given us time to reflect, prioritize and take up projects that were on stand-by because of our busy lives. Many clients have had time to dedicate to solving family matters and have approached us to set up or review their estate planning and to establish mechanisms to protect them and their families in case of incapacity. Broadly speaking, this includes last wills, durable powers of attorney, patient decrees or living wills and any practical or legal measures which can be set up to organise one’s affairs in the event of death or durable incapacity.
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