Dr. J. Bollag & Cie. AG – Unter Altstadt 10 – CH-6302 Zug
T +41 41 729 08 08 – F +41 41 729 08 09 – office@bollag.ch
Dr. J. Bollag & Cie. AG – Unter Altstadt 10 – CH-6302 Zug
T +41 41 729 08 08 – F +41 41 729 08 09 – office@bollag.ch
Inheritance contract
Legal share, community of heirs, division of inheritance, inheritance law, will and usufruct for a secure inheritance
Inheritance law in Switzerland
Inheritance law in Switzerland regulates how the assets of a deceased person are distributed. Inheritance law in Switzerland is regulated by the Swiss Civil Code (ZGB). It is important to know the legal provisions and individual options in order to arrange the estate according to your wishes and avoid disputes. Find out more about the basics of Swiss inheritance law.
Inheritance contract Switzerland
An inheritance contract is an important instrument in Swiss inheritance law. It enables individual agreements to be made within the legal limits regarding the distribution of the estate. An inheritance contract can create clarity and security, particularly in complex family constellations. Find out how to correctly draw up an inheritance contract in Switzerland and which legal requirements must be observed.
Compulsory portion
The statutory share is a legally prescribed portion of the inheritance that is due to certain heirs. In Switzerland, spouses, registered partners and children are entitled to the statutory share. Find out more how the compulsory portion is calculated and what options there are to minimize the compulsory portion.
Testament
A will is generally understood to be a handwritten declaration in which a person determines what should happen to his or her assets after his or her death. In Switzerland, there are other forms of dispositions upon death, each of which must meet certain formal requirements. There is also the inheritance contract (often combined as a marriage and inheritance contract) and a publicly certified disposition upon death. Find out more how to correctly draw up a will and what mistakes you should avoid.
Community of heirs
After a death, the heirs in Switzerland form a community of heirs. This community must decide together on the administration and distribution of the estate. Find out how a community of heirs functions, what rights and obligations the members have and how conflicts within the community of heirs can be resolved.
Inheritance division
The division of an inheritance is the process by which the estate is divided among the heirs. In Switzerland, there are clear legal requirements for the division of an inheritance. Find out more which steps are necessary to ensure a fair and smooth division of the inheritance and what role the inheritance contract can play in this.
Disinheritance Switzerland
In certain cases, it is possible to disinherit heirs in Switzerland. Find out under which conditions disinheritance is permissible and what legal consequences it has.
Usufruct
Usufruct is an important concept in Swiss inheritance law. It allows an heir to be given the right to use certain assets without transferring ownership of them. Find out more how usufruct is regulated and what advantages it can offer.
Inheritance Law Switzerland – your partner in all inheritance matters
Our team of experts is on hand to answer all your questions about inheritance law in Switzerland. Contact us for individual advice and protect yourself in good time. Inheritance law Switzerland – trust in our expertise and experience.
Inheritance contract with children
An inheritance contract can also be concluded with your own children. This can be particularly useful to avoid disputes later on and to make clear arrangements. Find out how an inheritance agreement with children can be structured and what special features need to be taken into account.
How can we help you?
Contact us today to find out how you can make clear arrangements and avoid inheritance disputes with a tailor-made inheritance contract.
YOUR CONTACT PARTNERS
RA MLaw Christian Blättler
Abteilungsleiter Legal
Legal Counsel
christian.blaettler@bollag.ch
Dr. iur. Dr. h.c. Josef Bollag
Verwaltungsratspräsident, Firmengründer
Legal Counsel
josef.bollag@bollag.ch
Lic. iur. Urs Klingelfuss
Geschäftsführendes Mitglied des Verwaltungsrats
Legal Counsel
urs.klingelfuss@bollag.ch
RA Dr. iur. Jacob Bollag
Geschäftsführendes Mitglied des Verwaltungsrats
Legal Counsel
jacob.bollag@bollag.ch
MLaw, Dr. phil. Tetyana Miller
Legal Counsel
tetyana.miller@bollag.ch
About
Dr. J. Bollag & Cie. AG builds on more than 45 years of experience in advising families and entrepreneurs at home and abroad. Specializing in holistic family office mandates, the Group provides complex solutions across the business areas of family office services, tax & law, corporate services, and finance.
Working closely with its partner company, Tramondo Investment Partners AG, Dr. J. Bollag & Cie. AG provides its clients seamless access to sophisticated asset protection, wealth and asset management solutions.
Contact
Dr. J. Bollag & Cie. AG
Unter Altstadt 10
CH-6302 Zug
T +41 41 729 08 08
F +41 41 729 08 09
office@bollag.ch
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