Altenburger

Estate Planning

The transfer of wealth from one generation to the next is a task with which everyone is confronted at some stage in his life. Our firm has a competent team of experts and specialists to provide the necessary legal and tax advice in this area.

Questions arise for example regarding the validity of the last will or testament. In an international context, legal advice in relation to estate planning can prove to be particularly demanding. Careful consideration must be given as to whether to assign certain assets during the lifetime of the donor to an independent corporate rntity, e.g. a foundation or a trust. Finally, of course, the tax aspects play an important role. 

In estate planning matters, each case has to be assessed on its own merits. Altenburger provides legal advice for tailor-made solutions.

Our activities in this area refer to the following aspects: 

  • taxes (in particular inheritance and gift taxes)
  • inheritance law
  • matrimonial law
  • foundations and trusts
  • execution of last wills

Primary contacts

Peter R. Altenburger
Partner, Zurich
Lars Hauser
Associate, Zurich

Primary contacts

Peter R. Altenburger
Partner, Zurich
Lars Hauser
Associate, Zurich