Inheritance Consulting

Have you made timely preparations?

Planning the personal aspects of your life includes a sensible plan in regard to your estate. Drastic changes are simply part of life. The better we are prepared for them, the easier it is for us – and for those around us – to deal with the change. You should, therefore, think about planning your estate well in advance, in the event of family or professional changes. Good planning makes use of instruments stipulated in inheritance law: matrimonial contracts, last will and testaments, inheritance contracts. With a skillful combination of these instruments you can arrange your own individual estate plan. We stand beside you with our great expertise and wide spectrum of experience.

MATRIMONIAL CONTRACTS

A publicly notarized matrimonial contract gives both partners the possibility, in the event of death, of entrusting to the other the assets that they built up together. Depending on the situation, it can be advantageous to deviate from a legal matrimonial property scheme and, instead, draw up an agreement of conjugal community of property or a separation of property.

  • Consultation in regard to marital property
  • Drawing-up of matrimonial contracts
  • Marital property disputes in the event of divorce or separation

TESTAMENTS AND INHERITANCE CONTRACTS

You can determine how your property will be divided up through a hand-written or a publicly notarized testament. You can diverge from the legal succession and favour the persons who are really close to you. Careful attention must be directed, however, to those protected by statutory heirship law (marriage partner, children and parents). Or, as your last will and testament, you establish a foundation. By concluding a publicly certified inheritance contract, you can regulate your estate according to your own individual desires – independent of the legal heirship Claims.

  • Establish personal needs and requests in a private conversation
  • Inheritance Consulting
  • Drafting of last will and testaments and inheritance contracts

DISTRIBUTION OF THE ESTATE

As impartial executors of the will we realize your last will and testament and guarantee a trouble-free transfer of your property to the lawfully entitled persons and institutions. We support your heirs in the estate liquidation, assist them in tax assessment matters and draw up the inheritance division contracts.

  • Carrying out mandates for the execution of wills
  • Advice regarding division of the inheritance and drawing-up of inheritance distribution contracts
  • Advice in the field of inheritance and donation taxes

TEAM

Hanspeter Kaufmann
Partner
Swiss Certified Accountant
Swiss Certified Expert for Accounting and Controlling

hanspeter.kaufmann@budliger.ch

TEAM

Hans Scherrer
Of Counsel
Swiss Certified Tax Consultant
Swiss Certified Accountant
Swiss Certified Expert for Accounting and Controlling

hans.scherrer@budliger.ch

TEAM

Hans Haag
Of Counsel
Swiss Certified Accountant
BSc of Business Administration HWV

hans.haag@budliger.ch

Hanspeter Kaufmann
Partner
Swiss Certified Accountant
Swiss Certified Expert for Accounting and Controlling

hanspeter.kaufmann@budliger.ch

Hans Scherrer
Of Counsel
Swiss Certified Tax Consultant
Swiss Certified Accountant
Swiss Certified Expert for Accounting and Controlling

hans.scherrer@budliger.ch

Hans Haag
Of Counsel
Swiss Certified Accountant
BSc of Business Administration HWV

hans.haag@budliger.ch

Budliger Treuhand AG
Waffenplatzstrasse 64
8002 Zurich
phone +41 (0)44 289 45 45
fax +41 (0)44 289 45 99
mail@budliger.ch

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