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Inheritance law and Succession planning

Transfer of assets and well-regulated succession…

…require a combination of specific legal knowledge and great sensitivity, especially in complex situations and when managing a business.

Years of experience have taught us, that only then a customised solution can be reached.

As a result, we have adapted our methods of personal advice and implementation to match our requirements. We specialise in structuring your family matters in relation to inheritance law, preserving family assets and business succession. In practical terms, we offer careful legal planning dependent on individual prerequisites, involving inheritance law, tax law and company law, if required.

We offer bespoke advice on questions of inheritance law, and draft last wills and testaments, pre-nuptial agreements and contracts of succession by inheritance as well as property agreements for registered partnerships. Contracts and agreements can be notarised at our Wil/SG office.

We will also be pleased to look at the possibility of establishing a foundation, and to advise you with regard to your personal and financial provision in case of incapacity to contract. In addition, our lawyers handle the distribution of estates, the execution of wills and the implementation of your wishes.

Our expertise in different areas makes us an ideal companion, in particular for family businesses and private business owners.

Our services include:

Services

  • Succession planning
  • Advice on preserving the family’s assets
  • Advice on issues of matrimonial property law and inheritance law
  • Advice on civil partnerships and cohabitation
  • Advice to heirs, persons entitled to compulsory portions and beneficiaries
  • Preparation of pre-nuptial agreements, contracts of succession by inheritance, last wills and testaments
  • Preparation of shareholder agreements
  • Preparation of powers of attorney in case of incapacity to contract, also general and special powers of attorney
  • Support in the distribution of estates, and disputes relating to the matrimonial property regime and inheritance law
  • Execution of wills and representation of heirs
  • Preparation of expert opinions
  • Mediation in conflicts
  • Representation before courts and public authorities

Contacts

Contact person

Dr. Roger Müller
Partner, Member of the Executive Board of hba Rechtsanwälte AG, Zurich
Office Zürich
Tel.: +41 44 508 40 03
Fax: +41 44 508 40 01
r.mueller@hba.ch
Detlef Sommer
Partner, Chairman of the Executive Board of hba Rechtsanwälte AG, Zurich
Office Zürich
Tel.: +41 44 508 40 02
Fax: +41 44 508 40 01
d.sommer@hba.ch