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Rechtswissenschaftliche Fakultät Lehrstuhl Jakob

Foundations and Trusts

Bild_Doundations and Trusts

Course dates: 02.03. - 13.04.2021

Time: Tuesday, 14.00 - 18.00 

Information sheet Foundations and Trusts FS 2021  (PDF, 136 KB)

Learning objectives Foundations and Trusts FS 2021 (PDF, 29 KB)

NEW:

  • All the information about the course and the corresponding exam (learning objectives etc.) is available on our chair website. 
  • There will not be a Q&A session about the course or any other content-related practice test.
  • The exam will be open book and in essay form. For further information about the essay-style online exams this semester, please see the Faculty website and the information sheets linked there.
  • There will be a mock exam on OLAT one week before the real exam in order to test the access to the exam (login, opening files) and your own technical equipment. You can find more information there.
  • Please follow the instructions on the website and contact IT support if problems occur.
  • We understand that this has been a challenging semester for everyone. However, please keep in mind that the course is new for all the students and everybody has faced similar challenges this past year. We will do our best to make sure the exam is graded in a way that is fair on everybody.

In the coming spring semester 2021, the courses will initially be held digitally (in the same way as in the autumn semester 2020). The extent to which face-to-face teaching will be possible again at a later stage depends largely on the government regulations. The information in the information sheet and the VVZ on times and rooms is naturally aimed at face-to-face teaching. All details regarding the digital teaching will be communicated on the homepage in due course; all lectures will be provided as podcasts.

 

Dear Students,

The course starts at 2 March 2021. the respective lectures will be recorded as podcasts on the dates specified in the information sheet. Please be patient afterwards, the podcasts will be uploaded as soon as they have been processed (presumably 24 hours later). After the processing they can be viewed at any time. There are no live sessions!

Exam: Due to the high booking numbers, the exam will take place as a written exam (open book, 2-hour essay style)

Course Material Prof. Jakob

 

Podcasts:

Please note that to access the podcast you will need to re-enter your AAI login (it will say "You're not allowed to access this event. It might be available after you've signed in", once you click on "sign in" you will be taken to the AAI login).

Slides:

  1. The Big Picture: World of Foundations and Trusts (PDF, 764 KB)
  2. Foundations: The Concepts of Foundations (PDF, 104 KB)
  3. Foundations: Swiss Foundations (PDF, 211 KB)
  4. Foundations: Liechtenstein Foundations (PDF, 180 KB)
  5. Introduction to Estate Planning via Foundations from a Swiss Perspective (PDF, 431 KB)

Materials:

  1. Swiss Law in English Language Link
  2. Liechtenstein Law in English Language Link
  3. Hague Trust Convention Link
  4. The role of foundations in family governance_Dominique Jakob (PDF, 194 KB)
  5. Will-Substitutes in Switzerland and Liechtenstein_Dominique Jakob (PDF, 510 KB)
  6. Draft revision of Swiss inheritance law_Dominique Jakob (PDF, 101 KB)
  7. Foundation law in Switzerland_Dominique Jakob / Goran Studen (PDF, 2 MB)
  8. Private foundations and trusts_Paolo Panico (PDF, 127 KB)
  9. New foundation legislation in common law jurisdictions_Paolo Panico (PDF, 121 KB)
  10. The Dutch private foundation in comparison with trusts_Ineke Koele (PDF, 97 KB)

Course Material RA Michelle Kalt

Slides:

  1. Foundations and Trusts_CLF and Trusts (PDF, 635 KB)
  2. Foundations and Trusts (PDF, 557 KB)

 

Materials:

  1. Howard Jersey foundations a decade on (PDF, 99 KB)
  2. Kapp Guernsey foundations (PDF, 86 KB)
  3. Noseda Common Law Foundations - A Successful Experiment? (PDF, 115 KB)
  4. Picht/Kopp Common Law Foundations and their recognition (PDF, 123 KB)
  5. Thevenoz_Trusts: the rise of a Global legal Concept (PDF, 1 MB)
  6. Swiss Federal Code on Private international Law (CPIL)
  7. Foundations (Jersey) Law 2009
  8. Foundations (Guernsey) Law 2012
  9. Graham_Rybolovlev v Rybolovleva (PDF, 101 KB)
  10. Perrin_Recognition of Trusts (PDF, 184 KB)
  11. Thevenoz_Purpose content and implementation of HTC (PDF, 10 MB)
  12. Wach_Forced Heirship and the Common Law Trust (PDF, 64 KB)
  13. Lugano Convention

Course Material Dr. Natalie Peter

 

Slides:

Foundations and Trusts_Part I. (PDF, 457 KB)

Foundations and Trusts Part II. (PDF, 445 KB)

 

Materials:

  1. Informal translation of trust circular (PDF, 251 KB)
  2. Introduction of a trust law in Switzerland (PDF, 364 KB)
  3. Aspects of trust litigation in Switzerland (PDF, 60 KB)
  4. Memorandum on trust circular (PDF, 133 KB)
  5. The use of Liechtenstein foundations for Swiss founders (PDF, 4 MB)
  6. Trusts&Trustees 6. Juli 2020 (PDF, 143 KB)

Podcasts of Foundations and Trusts SS 2021

Go to the podcast playlist SS 2021