Our team has a rich tradition of philanthropy. Several team members serve on a pro bono basis on the board of Swiss charitable foundations supporting international and domestic projects. This is our contribution to society.
Areas of expertise
- Establishment of charitable organisations
- Legal support to charitable foundations
- Obtaining tax exemption for charitable institutions
- Channeling of gifts through our umbrella foundation
The team, led by ‘incredibly responsive and commercial‘ Patricia Guerra and ‘very professional and hands-on‘ international estate planning expert Serge Calame, has additional experience in relocation, asset structuring, estate planning, philanthropy and inheritance disputes.
finews.ch, 14. August 2019
Le Temps, 25 juillet 2019
Le Temps, 26 juillet 2019
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.More
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 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.More
Covid-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.More
The Impact of Brexit for UK Nationals Considering Moving to Switzerland
One of the consequences of Brexit is that the bilateral Agreement on the Free Movements of Persons between Switzerland and the EU no longer applies to the UK as from 1st January 2021. UK nationals are as a result no longer regarded as EU/EFTA nationals but as “third-country” citizens, who are subject to stricter admission requirements for residence purposes in Switzerland.More
Amendment of Inheritance Law – Must I Adapt My Existing Will or My Contract of Inheritance?
On 29 August 2018, the Swiss Federal Council presented a proposal for a first partial amendment of Swiss inheritance law. The purpose of drafting the law is the adjustment of inheritance law to new societal forms of cohabitation and making corporate succession regulations easier. Of great practical relevance in the case of estate planning is that the previous mandatory portion claims of the descendants are reduced.More