US inheritance taxes for Swiss investors (in German)

clipboard US-Erbschaftssteuern für Schweizer Anleger Dr. J. Bollag & Cie. AG

Der Autor dieses Artikels, RA Dr. iur. Jacob Bollag, ist Legal Counsel und geschäftsführendes Mitglied des Verwaltungsrats der Dr. J. Bollag & Cie. AG. Erblasser ohne US-Staatsbürgerschaft oder US-Niederlassung haben unter Umständen die US-Erbschaftssteuer zu beachten. Namentlich trifft dies zu bei US-Vermögenswerten im Nachlass, die gesamthaft einen Wert von über USD 60’000 aufweisen. Dazu zählen insbesondere […]

Taxes in Switzerland: Voluntary Self-Denunciation

man and woman working on taxes and family budget

The author of this article, MLaw Dr. phil.  Tetyana Miller, is legal counsel at Dr. J. Bollag & Cie. AG . What to do if you forget to report income or assets on your tax return in Switzerland? There are situations, when you negligently or deliberately make a false or incomplete statement of your income […]

Corporate law: Company limited by shares under new Swiss corporate law

federal palace of switzerland bundeshaus bern

The author of this article, MLaw Dr. phil.  Tetyana Miller, is legal counsel at Dr. J. Bollag & Cie. AG and specialises in corporate law. The Federal Council brought the new company law adopted in 2020 into force effective 1 January 2023. At the same time, the Commercial Register Ordinance was amended. The Essentials of […]

Immigration law: Family Reunification in Switzerland

happy-family-at-a-beach

The author of this article, Zlatko Janev, is an attorney-at-law and legal counsel as well as head of the legal department at Dr. J. Bollag & Cie. AG. His main activities include advising and representing clients in the area of immigration law. Requirements for family reunificationA person who has Swiss citizenship or a permanent residence […]

Family Office: Making banking relationships work for you and your business

clerk counting cash money at bank office

The author of this article, Marco Hochuli, is the Head of the Family Office unit at Dr J. Bollag & Cie AG and a specialist in banking relationships. Key takeaways of this article: Switzerland remains one of the most attractive banking places globally The complexity of opening a banking relationship has increased in recent years […]

Inheritance law: Can compulsory heirs be excluded from a will?

Senior Wife Talking To Indifferent Husband After Conflict At Home

The author of this article, Dr. iur. Jacob Bollag, attorney-at-law, is legal counsel at Dr. J. Bollag & Cie. AG and has dealt with the topic of virtual heirs in depth as part of his doctoral thesis. Entitlement to a compulsory portion and freedom of disposal in Swiss inheritance lawIn contrast to many foreign legal […]

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