Best Private Client Lawyers in Basel

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Waldmann Petitpierre
Basel, Switzerland

Founded in 1953
50 people in their team
Romansh
Italian
French
German
English
In 1953 Dr. Jürg Heinz Faesch together with Dr. Werner Blumer our law firm at today's location on the market square. The partnership soon joined Dr. Peter von der Mühll, which also turned the law firm into a notary’s office. Until Andreas Waldmann joined in 1982, this trio worked in an...
Rechts Service
Basel, Switzerland

Founded in 2020
10 people in their team
Romansh
French
Italian
German
English
RS Rechtsservice AGbusiness philosophyThe concerns and interests of our customers are at the center of our service (law as a service). With our services, our expertise and our communication, we want to make it easier for everyone to access the law and provide the services with the necessary...
Balex
Basel, Switzerland

Founded in 2000
50 people in their team
Romansh
French
Italian
German
English
our philosophyEntrepreneurial and networked thinking are our top priority. We don't just apply the law: we have set ourselves the goal of creating added value for our clients that goes beyond the law. This means developing sustainable strategies, giving balanced advice and including the existing...
NEOVIUS
Basel, Switzerland

Founded in 1972
50 people in their team
Romansh
French
Italian
German
English
ABOUT USNEOVIUS is a dynamic, medium-sized law firm in Basel, the beginnings of which date back to 1972. We advise and litigate in private and public law matters, primarily with reference to commercial law.what we believe inOur professional competence, the high level of personal commitment to the...
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Basel, Switzerland Attorneys in related practice areas.

About Private Client Law in Basel, Switzerland

Private Client law in Basel, Switzerland focuses on serving individuals and families with their personal legal matters. This area of law typically covers estate planning, inheritance, tax matters, succession planning, trusts, family law issues, and asset protection. Basel, as an international city at the crossroads of Switzerland, France, and Germany, offers a unique context where Swiss civil law principles blend with cross-border considerations. Private Client lawyers in Basel help both Swiss residents and international clients manage, protect, and transfer their wealth in compliance with local and international legal frameworks.

Why You May Need a Lawyer

There are several reasons why you might seek the advice of a Private Client lawyer in Basel. These include:

  • Inheritance and succession planning - Setting up wills, drafting inheritance contracts, or planning for succession in family businesses
  • Estate administration - Administering assets after the passing of a loved one and ensuring compliance with Swiss inheritance laws
  • Tax advice - Understanding and optimizing local and international tax consequences regarding assets, gifts, and inheritance
  • Family law matters - Addressing matrimonial property regimes, marriage contracts, divorce settlements, and child custody issues
  • Asset management and protection - Creating trusts, foundations, or other legal vehicles for protecting and transferring wealth
  • Residency and relocation - Assisting with immigration, residency permits, and cross-border legal matters for individuals moving to or from Switzerland
  • Philanthropy - Advising on the setup and governance of charitable foundations and fulfilling philanthropic goals

Local Laws Overview

Switzerland has a codified legal system, and Basel is governed by both Federal Swiss law and Cantonal regulations. Key areas affecting Private Client matters include:

  • Inheritance Law - Switzerland's Civil Code specifies forced heirship rules, meaning certain heirs (like children and spouses) receive a mandatory share of the estate, with limited testamentary freedom for the testator
  • Taxation - Basel-Stadt and Basel-Landschaft each have their own tax authorities, impacting wealth, gift, and inheritance taxes. Non-residents and cross-border tax issues often require specialized attention
  • Matrimonial Property Law - Marital contracts and division of property are governed by specific rules, with default regimes applying unless otherwise agreed upon
  • Trusts and Foundations - While Switzerland does not have a native trust law, it recognizes foreign trusts under the Hague Convention. Swiss foundations are available for asset protection and philanthropic purposes
  • Privacy and Banking Secrecy - Swiss law places a high value on privacy, especially regarding financial matters, but there are international agreements for exchange of tax information

Frequently Asked Questions

What is the role of a Private Client lawyer in Basel?

A Private Client lawyer assists individuals and families with personal legal matters such as estate planning, administering estates, tax advice, family law matters, and cross-border issues. Their expertise ensures legal compliance and the protection of assets.

Do Swiss inheritance laws apply to foreign nationals in Basel?

Generally, Swiss inheritance law applies to residents regardless of nationality. However, foreign nationals can often choose their national law to govern their estate by explicit declaration, which can be included in a will.

What is forced heirship and how does it affect wills in Basel?

Forced heirship means certain heirs, such as spouses and children, are entitled to a minimum share of the estate. The remainder can be distributed freely by will. Attempting to override forced heirship may result in legal challenges.

Are trusts recognized in Switzerland?

While Switzerland does not have its own trust law, it recognizes the legal effects of foreign trusts under the Hague Trust Convention. Professional legal advice is crucial when establishing or administering trusts in Switzerland.

How are inheritance and gift taxes calculated in Basel?

Inheritance and gift taxes differ between Basel-Stadt and Basel-Landschaft. Spouses and direct descendants are usually exempt, while other heirs may be taxed. Rates and exemptions vary, so individual case analysis is essential.

Can I create a will in Switzerland if I am a foreign citizen?

Yes, foreign citizens residing in Switzerland can make a will according to Swiss law, and may also choose their home country's law to apply to their estate by declaring so in their testament.

How is matrimonial property divided in the event of divorce?

Switzerland’s default regime is community of acquired property, but couples can agree on other marital property regimes through contracts. Property division upon divorce follows these agreements or, in their absence, Swiss law.

What steps should I take after a loved one passes away in Basel?

The heirs or appointed executor must notify the local authorities, gather information on the deceased’s assets and liabilities, submit the estate inventory, and manage the settlement process, including taxes and distribution.

Is estate planning confidential in Switzerland?

Yes, Swiss law places strong emphasis on privacy. Lawyers and financial institutions are bound by strict confidentiality rules, subject to limited exceptions like international tax cooperation.

Can I set up a foundation in Basel for charitable purposes?

Yes, Swiss law allows the creation of foundations for various purposes, including charity. The foundation must be registered and comply with both cantonal and federal regulations.

Additional Resources

Individuals seeking assistance in Private Client matters in Basel can turn to several helpful resources:

  • The Basel-Stadt and Basel-Landschaft Cantonal Notarial Offices - for matters concerning wills and inheritance
  • Swiss Bar Association (SAV/FSA) - for finding qualified Private Client lawyers
  • Swiss Tax Authorities - for detailed tax information and advice
  • Federal Office of Justice - for guidance on family, inheritance, and international private law
  • Swiss Financial Market Supervisory Authority (FINMA) - for questions on asset management and financial services
  • Swiss Foundation Code and relevant organizations - for information on establishing and managing foundations

Next Steps

If you need legal advice or assistance in the field of Private Client in Basel, it is best to take the following steps:

  • Assess your situation and outline your objectives, such as estate planning, tax optimization, or family law issues
  • Gather all relevant personal and financial documentation
  • Consult a qualified Private Client lawyer in Basel who is familiar with both local and international aspects of Swiss law
  • Prepare a list of questions or concerns to discuss with your lawyer for a clear and focused consultation
  • Follow your lawyer’s advice and ensure proper execution of any legal documents

Working with a knowledgeable legal professional helps you navigate the complexities of Swiss law, protect your assets, and ensure peace of mind for your family’s future.

Lawzana helps you find the best lawyers and law firms in Basel through a curated and pre-screened list of qualified legal professionals. Our platform offers rankings and detailed profiles of attorneys and law firms, allowing you to compare based on practice areas, including Private Client, experience, and client feedback. Each profile includes a description of the firm's areas of practice, client reviews, team members and partners, year of establishment, spoken languages, office locations, contact information, social media presence, and any published articles or resources. Most firms on our platform speak English and are experienced in both local and international legal matters. Get a quote from top-rated law firms in Basel, Switzerland - quickly, securely, and without unnecessary hassle.

Disclaimer:
The information provided on this page is for general informational purposes only and does not constitute legal advice. While we strive to ensure the accuracy and relevance of the content, legal information may change over time, and interpretations of the law can vary. You should always consult with a qualified legal professional for advice specific to your situation. We disclaim all liability for actions taken or not taken based on the content of this page. If you believe any information is incorrect or outdated, please contact us, and we will review and update it where appropriate.