Lex Koller: risks and good practice in planning real estate transfers

SPEAKER
Nathalie Adank, Senior Associate, Lenz & Staehelin

TOPIC and CONTENT

A practical overview of how the Swiss Lex Koller impacts estate planning for Swiss real estate. We will explain why trust structures often break down when Lex Koller approval is required, and review the key rules (and common exemptions) for intra family transfers such as gifts, inheritance, and changes in ownership structures, with a focus on practical cases, recurring pitfalls and clean sequencing. We will also address the latest bill revision attempt.

SPEAEKER’ CV

Dr. Nathalie Adank is a senior associate in the Real Estate practice group of Lenz & Staehelin Geneva. She advises clients on issues relating to the sale and purchase of real estate, urban planning and zoning, building permits and construction law, the acquisition of real estate by persons abroad (Lex Koller), condominium ownership, as well as on lease issues, public procurement and hospitality transactions. She also advises on environmental law (polluted sites, noise protection, waste treatment and transport, wastewater management, etc.). Nathalie is a certified specialist SBA Construction and Real Estate Law. She holds a PhD in land use law and an LLM in Environmental Law and Policy from Stanford Law School.

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