Clients

Private Sphere

Umbricht Attorneys advises and represents private individuals and entrepreneurial families both in Switzerland and abroad.

Umbricht Attorneys advise domestic and foreign private individuals and their families foresightedly on personal matters from generation to generation.

Whether for your personal tax or property questions, your inheritance planning, adjusting your assets structure including foundations or trusts, or relocating your family – we will explore the best and most suitable national and international avenues.

You might recognise some of the scenarios we now describe followed by our suggested solutions.

 

Your Situation

Our Solution

Your Situation

You and your family want to come to live in Switzerland and have questions relating to taxes, permits, acquisition of property and other administrative matters (Implementation of your relocation).

[Bitte in "English" übersetzen] Unsere Lösung

  • We obtain the necessary permits.
  • We also obtain the necessary tax rulings (lump-sum taxation).
  • We assist with the property purchase as well as with the recruitment of staff and the handling of relevant administrative matters.

Your Situation

You wish to make provisions in the event of loss of your decisionmaking capacity due to an accident or illness and make the appropriate arrangements.

Our Solution

  • We develop tailor-made patient dispositions.

Your Situation

You want to buy or sell a property or have a construction project.

Our Solution

  • We obtain the necessary permits.
  • We draft or check contracts and regulations (purchase contract, contract with an architect; contracts for works, general contractor agreements; condominium/commonhold/leaseholder agreements).
  • We checking existing and register new easements and charges.
  • We also check for potential contamination claims.
  • We offer legal support with regard to the financing (pension fund withdrawals, mortgages, credit arrangements, property leasing).

Your Situation

You want to acquire, import or dispose art objects or protect them in a collection.    

Our Solution

  • We deal with duties under customs and tax legislation.
  • We provide advice in connection with the Federal Act on the International Transfer of Cultural Property (CPTA).
  • We assist in the formation and administration of foundations.
  • We draft and check contracts.
  • We provide escrow services.

Your Situation

Your property has been classified as a historical monument, your property has been rezoned or parts have been expropriated.

Our Solution

  • We check the legality of such measures.
  • We also check whether compensation can be made available.
  • We claim any such compensation, institute proceedings and represent you legally.

[Bitte in "English" übersetzen] Ihre Situation

You have problems with your tenancy or there are disputes relating to rented property (e.g. the level of rent payable, service charge costs, alterations to the property or termination).

Our Solution

  • We drafting rental contracts and sub-tenancy agreements.
  • We check and draw up notices of termination.
  • We represent you before authorities and courts.

Your Situation

You want to improve your tax position or disagree with the tax assessments issued by the Tax Authorities.

Our Solution

  • We advise on tax optimisation and structuring.
  • We check requirements and tax assessments from the tax authorities.
  • We assist you in dealing with the authorities.
  • We handle tax litigation (assessment and appeal proceedings).

Your Situation

You want to move abroad with your family and need ex-pat advice.

Our Solution

  • We determine areas for action and implement them (e.g. choice of law in favour of Swiss law in questions of inheritance law or matrimonial property regimes).
  • We draft an ex-pat agreement.

Your Situation

You want to protect your family’s future, regulate your estate or claim your inheritance rights. 

Our Solution

  • We check and draft wills, marriage and inheritance contracts.
  • We form and administer trusts and foundations.
  • We set up foundation by-laws and a trust deed.
  • We assist you with care agreements and patient dispositions (enduring powers of attorney).
  • We advise on effect of changes to a new situation in life (offspring, move abroad, divorce).
  • We assist with the division of estates and personal executorships.
  • We handle the liquidation of decedents’ estates.
  • We enforce or defend inheritance claims or (provisionally) secure the same.
  • We represent heirs or implement mediation proceedings.

Other Situations

Business sphere