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Old 13.09.2006, 01:20
meloncollie meloncollie is offline
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Re: Wills in Switzerland: avoiding Pflichtteil (Obligatory apportionment)

Thanks for the info, everyone.

So... when we moved here (long long ago) we amended our US wills to - hopefully - make them valid internationally. Thought that was done and dusted.

But as I look at it now, our will references US law, but does not specifically claim Heimatrecht (home country rights). Now I wonder if this is enough, should I happen to shuffle off this moral coil whilst living in Switzerland. Looks like I should go the Heimatrecht route to be on the safe side.

So, I write up the notice, have it signed by the Notary - is that all I have to do?

A few more questions - are assets held outside Switzerland affected by Pflichtteil (obligatory apportionment) as well? And, how about assets held in joint tenancy? I assume those would pass entirely to the surviving tenant, regardless of Pflichtteil?

And, if the relatives who would inherit under Pflichtteil are neither Swiss citizens nor residents, does any of this even matter?

Thanks.
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