Künzli Kaufmann & Partner
About Our Firm
Areas of Practice
Die Partner
Location
Kontakt
Deutsch

> Home > Areas of Practice > Succession Law and Estate Planning
Succession Law and Estate Planning

• 

Estate planning, drafting of wills and inheritance contracts

• 

Advice on matrimonial property issues, drafting of prenuptial and postnuptial agreements

• 

Estate administration and distribution

• 

Execution of wills

• 

Family business succession planning



National and International Tax Law (Tax Consulting)

• 

Advice to individuals and business entities on all aspects of tax law and tax planning

• 

Preparation and filing of tax returns

• 

Assistance with corporate restructuring programs

• 

Representation in all kinds of tax appeals

• 

Proceedings involving additional taxation, tax evasion, tax fraud and other tax crimes

• 

Advice on pension and welfare benefit plans

• 

Real estate taxes, incl. real estate capital gains and transfer taxes

• 

Inheritance, estate and gift taxes

• 

Tax exemptions, especially for nonprofit and charitable organizations

• 

Advice on taking up residence and lump-sum taxation in Switzerland

• 

Stamp duties
Value added tax (VAT)

• 

Claims for Swiss and foreign withholding tax refunds


Corporate Law

• 

Business incorporations, advisory services and administration

• 

Preparation of articles of incorporation and bylaws

• 

Assistance with restructuring programs

• 

Business divestitures and liquidations

• 

Related fields of law, such as landlord/tenant law, employment and labor law


Business and Fiduciary Services

• 

Financial consulting for business mergers, acquisitions and divestitures

• 

Assistance in purchasing or selling real estate

• 

Domiciliary services

• 

Directorships and trusteeships

• 

Guardianships and legal representation

• 

Financial accounting, accounts receivable and accounts payable accounting

• 

Payroll accounting, incl. social security forms and pay statements

• 

Preparation of annual financial statements

• 

Financial statement analysis

• 

Real estate accounting


Foundations, Trusts, Associations

• 

Financial structuring and estate planning, especially through family foundations and trusts

• 

Formation and administration of foundations, trusts and associations in Switzerland and other countries


Financial Consulting

• 

Financial analysis

• 

Development of strategies and asset allocation

• 

Assistance in evaluating banks and/or independent asset managers

• 

Design of organizational structures

• 

Portfolio consolidation


Insurance Consulting

• 

Swiss Old Age and Survivors Insurance/Disability Insurance Scheme (OASI/DI), employee and private benefit plans

• 

Retirement planning



Rubrikenbild Dienstleistungen - Bücherregal
> Succession Law and Estate Planning

> Tax Law
Corporate Law
Business and Fiduciary Services
Foundations, Trusts, Associations
Financial and Insurance Consulting