Switzerland: Wills/ Intestacy/ Estate Planning

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Welcome to the Mondaq Family and Matrimonial homepage, here you will find thought leadership articles, podcasts, videos and webinars providing insights covering topics such as Divorce, Family Law, Wills and Estate Planning.

Swiss Voters Reject Federal Estate Tax Initiative With An Overwhelming Majority: What This Means In Practice

No new federal estate tax: Swiss voters clearly rejected the "Future Initiative"; the existing system with cantonal inheritance and gift taxes remains in place.

Switzerland Family

PL

Pestalozzi Attorneys at Law

Milestone Decision – Introduction Of Federal Inheritance And Gift Tax Clearly Rejected In Popular Vote

Swiss voters have clearly rejected the inheritance tax initiative (official name: "initiative for a social climate policy – financed fairly through taxation" or in short "Initiative for a Future)"...

Switzerland Tax

BK

Bär & Karrer

Swiss Arbitration Centre Issues New Rules For Trust, Estate And Foundation Disputes

As reported in our Newsflash of 27 May 2025, the Swiss Arbitration Centre recently launched new Supplemental Swiss Rules for Trust, Estate and Foundation Disputes (TEF Rules).

Switzerland Litigation

SW

Schellenberg Wittmer Ltd

Le Swiss Arbitration Centre publie des nouvelles règles complémentaires pour les litiges en matière de trusts, successions et fondations.

Le 1er juillet 2025, les nouvelles règles complémentaires pour les litiges en matière de trusts, successions et fondations (Règles TEF) du Swiss Arbitration Centre sont entrées en vigueur...

Switzerland Litigation

SW

Schellenberg Wittmer Ltd

Swiss Arbitration Centre erlässt neue Schiedsordnung für Trust-, Nachlass- und Stiftungsstreitigkeiten

Switzerland Litigation

SW

Schellenberg Wittmer Ltd

Global Mobility A Legal & Tax Journey For Private Clients

Switzerland Family

BK

Bär & Karrer

Федеральная инициатива Швейцарии о введении налога на наследство: ключевые аспекты перед референдумом 30 ноября 2025 года

Switzerland Tax

A

Altenburger

The Swiss Federal Inheritance Tax Initiative: Key Considerations Ahead Of The Referendum On 30 November 2025

Switzerland Tax

A

Altenburger

In Arbitration We Trust: New Suplemental Swiss Rules For Trust, Estate And Foundation Disputes (TEF Rules)

Switzerland Family

M

MME

Swiss Arbitration Centre Launches Arbitration Rules For Trust, Estate And Foundation Disputes

Switzerland Family

SW

Schellenberg Wittmer Ltd

Die Reform der Ehepaar- und Familienbesteuerung sowie die Initiative für eine Steuer auf Millionenerbschaften – eine Übersicht und kritische Würdigung

Switzerland Family

BG

Blum & Grob

Probate Disputes: An Overview Of Opportunities And Challenges

Switzerland Family

M

MME

Swiss International Inheritance Law: New Provisions Effective January 1, 2025

Switzerland Family

A

Altenburger

Breaking News: Swiss Federal Supreme Court Issues Landmark Ruling On Trusts In Estates

Switzerland Family

SW

Schellenberg Wittmer Ltd

NEWSLETTER Du 22 Septembre Au 3 Octobre 2025 | N° 113

Switzerland Criminal

MB

Monfrini Bitton Klein

Lump-sum Taxation In Switzerland: Attractiveness And Criticism Of A Special Regime

Switzerland Tax

GGI Global Alliance

AT1 Bonds And Next Steps – What Investors Should Know And Do Now

Switzerland Litigation

LL

LINDEMANNLAW

Family Offices In This Day And Age - Current Landscape And Trends

Switzerland Commercial

BK

Bär & Karrer

The International Gambling Laws & Regulations Review 2025/2026

Switzerland Media & IT

M

MME

(International) Prenups To Preserve Family Wealth - The Swiss Perspective

In an increasingly mobile world, many newlyweds have ties to multiple jurisdictions. This is no different in Switzerland...

Switzerland Family

BK

Bär & Karrer

Il contratto successorio, un utile strumento per la pianificazione ereditaria

In un contesto sociale in cui la tradizionale struttura della famiglia va sempre più mutando, il diritto successorio, regolamentando le modalità e le forme per la trasmissione

Switzerland Tax

A

Altenburger

No Facilitation Of (Family) Business Transfers In The Swiss Inheritance Law - Planning Becomes Key

On 12 March 2024, the Council of States (the Swiss Senate) rejected (by 25 votes to 17 with one abstention) the bill on the facilitation of (family) business successions...

Switzerland Family

M

MME

Der Erblasser, "Die Schlossherrin" Und Das "Volk" Oder Wer Ist Legitimiert, Den Erblasserwillen Durchzusetzen?

Unser Mitarbeiter, RA Dr. Michael Lüdi, Fachanwalt SAV Erbrecht, setzt sich in der aktuellen Ausgabe der AJP (AJP 6/2023) mit dem Bundesgerichtsentscheid BGer 5A_90/2022, vom 11. November 2022 ...

Switzerland Family

Staiger Attorneys at Law

The Testator, "The Lady Of The Castle" And The "People" Or Who Is Legitimized To Enforce The Testator's Will?

Switzerland Family

Staiger Attorneys at Law

Pets In The Event Of Death

Switzerland Family

M

MME

Why It Is Worth Dealing With Your Own Estate Planning Rather Sooner Than Later

Switzerland Family

M

MME

Revision Of Switzerland's International Inheritance Law

Worldwide Family

M

MME

Impact Of Revision Of Swiss Inheritance Law On Real Estate?

Switzerland Real Estate

LL

LINDEMANNLAW

New Inheritance Law As Of 1 January 2023

Switzerland Family

WP

Wenger Plattner

Switzerland Family

M

MME

Federal Act On Private International Law – Swiss Parliament Adopts New Provisions On Succession Law

Switzerland Tax

LS

Lenz & Staehelin

Revision Of International Succession Law

Switzerland Family

SW

Schellenberg Wittmer Ltd

Der Testierwille Als Voraussetzung Zur Errichtung Eines Testaments

Switzerland Family

PA

Pilatushof AG

The consultation on the introduction of a Swiss trust showed that there was currently no majority support for the introduction of such a legal institution.

Switzerland Family

M

MME

Federal Act On Private International Law – Swiss Parliament Adopts New Provisions On Succession Law

On 22 December 2023, the Swiss Parliament adopted a revision of Chapter 6 (Succession Law) of the Federal Act on Private International Law (PILA).

Switzerland Tax

LS

Lenz & Staehelin

Revision Of International Succession Law

Today, the Swiss Parliament passed the revision of the Private International Law Act ("PILA"), which has been under discussion for several years.

Switzerland Family

SW

Schellenberg Wittmer Ltd

Der Testierwille Als Voraussetzung Zur Errichtung Eines Testaments

Grundsätzlich hat die letztwillige Verfügung in eigenhändiger Form durch den Erblasser zu erfolgen.

Switzerland Family

PA

Pilatushof AG

Private Client Comparative Guide

Switzerland Family

MM

MLL Meyerlustenberger Lachenal Froriep Ltd

Erleichterung der familieninternen Unternehmensnachfolge – der Bundesrat schlägt weitere Massnahmen im Erbrecht vor

Am 1. Januar 2023 wird der Pflichtteil von Kindern reduziert und der Pflichtteil von Eltern entfällt. Dies führt dazu, dass Erblasser neu über einen grösseren Teil ihres...

Switzerland Family

LS

Lenz & Staehelin

Estate Planning: What You Should Know If You Live In Switzerland

One's own demise is not a very happy prospect. But planning for it can give you peace of mind and make life easier for your family.

Switzerland Family

LP

Logan & Partners

UPDATE On Transfer Of Assets To The Next Generation - Duty To Support Relatives In Old Age

UPDATE on transfer of assets to the next generation - duty to support relatives in old age. The federal social security law (ELG) was revised as of 1 January 2021 and some important parameters have changed.

Switzerland Family

A

Altenburger

The Ongoing Reform Of The Swiss Inheritance Law

The Swiss Civil Code ("SCC") dates back to 1907: the social changes which occurred in the last decades deeply modified the structure of Swiss families.

Switzerland Family

A

Altenburger

Swiss Private Trust Company – The Ideal Vehicle For A Family Office Structure

Switzerland Commercial

DG

Dixcart Group Limited

Switzerland Seen By A UK Resident – What's There To Consider From A HNWI Perspective?

Switzerland Tax

BK

Bär & Karrer

Enforcement Of Foreign Judgments Law And Regulations 2021

Switzerland Litigation

BA

BMG Avocats

What Happens To A Property In Switzerland On The Death Of Its UK Owner

Switzerland Family

CR

Charles Russell Speechlys LLP

La Médiation Successorale - Mediation In The Inheritance Context

Switzerland Litigation

A

Altenburger

Advance Care Directive And Living Will In Times Of Covid-19

Switzerland Coronavirus

BK

Bär & Karrer

La successione aziendale

Switzerland Family

BK

Bär & Karrer

Damit der letzte Wille geschehe - Über die Rechte und Pflichten eines Willensvollstreckers

Switzerland Family

BK

Bär & Karrer

Trust in Arbitration: Die neue ICC-Schiedsklausel für Truststreitigkeiten

Switzerland Litigation

BK

Bär & Karrer

La succession européenne, un parcours semé d'embûches

Switzerland Family

A

Altenburger

Swiss Non-Discrimination Principles May Prevent Recognition Of Sharia-Based Inheritance And Probate Documents In Switzerland

Switzerland Family

Cv

CMS von Erlach Partners AG

Erbteilung: Teilungsvorschriften im Testament ersparen das Münzenwerfen

Switzerland Family

WV

Wenger Vieli AG

The Heir Who Is (Completely) Excluded From Succession

Switzerland Family

MM

MLL Meyerlustenberger Lachenal Froriep Ltd

Advance Care Directive And Living Will – Health And Wealth Planning Tools

Switzerland Government

BK

Bär & Karrer

Switzerland: Fighting The Scourge

Switzerland Family

BK

Bär & Karrer

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