ESTATE PLANNING

estate planning

It has always been useful and judicious to plan what should happen with one's property, but today, with the changes taking place in our way of life, this has become indispensable.

Increasing life expectancy, successive marriages, blended families, real estate and movable assets spread over various countries, moves abroad, etc., are all factors that have to be taken into account while planning and organising one's assets, on the one hand, to be able to enjoy them to the fullest extent until the end of one's days and, on the other hand, to facilitate their transfer to one's heirs.

On the other hand, Swiss and foreign legislation has undergone very rapid and far-reaching changes in recent years, and it is highly likely that this trend will continue in the years to come.

This has resulted in a whole series of new obligations, in particular tax obligations for private individuals. These obligations, which are often cumbersome and complex, have been laid down in various pieces of legislation that are quite difficult to understand and implement.

It is in this context that our specialists – if necessary with the assistance of various leading professionals in Switzerland and abroad – will examine your personal situation and your assets in detail in order to advise you about your best interests, in the search for personalised and efficient means (donation, will, life annuity, usufruct, life insurance, etc.) and structures (company, foundation, trust, etc.) that can and that will enable you to organise your assets in the best possible way.

As the stakes are often high in this area, conflicts often arise between members of the same family. Such disputes have multiplied in recent years and may give rise to the coexistence of several legal proceedings in different countries. Our specialists will be able to defend your interests in such situations, often with the assistance of lawyers abroad with whom they maintain close relations.

The firm's lawyers' clients include families living in Switzerland or abroad, as well as entrepreneurs who have sold their company or are planning to acquire one and are looking for the best solution for the use of their assets.