Structuring of private assets by means of trusts or foundations

09.00 - 17.00
Webinar - ISIS) - Institute of Swiss and International Tax Law
Pin Location - ISIS) - Institute of Swiss and International Tax Law
Online - ISIS) - Institute of Swiss and International Tax Law
Pin Location - ISIS) - Institute of Swiss and International Tax Law
Online - ISIS) - Institute of Swiss and International Tax Law
Renaissance Zurich Tower Hotel, Turbinenstrasse 20, 8005 Zurich
+ online!
Members & Reduced:
(incl. VAT)
Info - ISIS) - Institute for Swiss and International Tax Law
Integration seminar
Info - ISIS) - Institute for Swiss and International Tax Law
Prof. Dr. iur.
Peter Mäusli-Allenspach


With the planned introduction of a trust in the Swiss Code of Obligations, the discussion about the tax treatment of foundations and trusts has received increased attention again. Not only in consulting practice, but also on the part of the tax authorities, the question of the possibilities and limits of these vehicles for structuring assets is being intensively discussed.

On the one hand, this seminar will show the status quo of the tax law treatment of trusts and foundations. On the other hand, it will also explore the structuring options and their tax advantages and disadvantages. This is not only from the perspective of the tax authorities and consulting practice, but also with a view to possible opportunities for the Swiss financial center.

Main topics

  • Family foundations and trusts
  • Trust and foundation structures
  • Alternative Liechtenstein Establishment?
  • VAT pitfalls
  • Charitable foundations
  • Corporate Foundations

- Program -

Family foundations and trusts in estate planning



Foreign trusts/foundations; inheritance advantages/disadvantages; significance and impact of the Hague Convention; beneficiary and inheritance;
Daniel BaderDaniel Bader
Hanna BrozzoHanna Brozzo
Marlene KobierskiMarlene Kobierski

Special issues in trust and foundation structures



Treatment in stamp duty and withholding tax law, special features in the case of immigration from abroad, treaty eligibility, exchange of information
Andrea OpelAndrea Opel
Stefan OesterheltStefan Oesterhelt

Liechtenstein Establishment as an Alternative?



Markus G. KochMarkus G. Koch

VAT pitfalls with trusts and foundations



Isabelle Homberger GoodIsabelle Homberger Good

Charitable foundations and corporate foundations



Concept of non-profit status; practice in the case of partially non-profit activities; cross-border situations
Julia von AhJulia von Ah
Oliver AppenzellerOliver Appenzeller

- Program end -

Useful tips

Online / Hybrid

You can participate in this seminar both on-site and virtually.


Members of ISIS, employees of courts and administrations as well as persons under 35 years of age or in training receive a discount on the regular seminar price (for details see section 6 of the GTC).

Professional training

Participation in the one-day ISIS) seminar is confirmed with 8 lessons of professional development.

Included in the price

Documentation; in case of on-site participation also stand-up lunch and refreshments during breaks

Why ISIS Seminars?

  • Top speakers
  • Exclusive venues
  • Personal networking
  • High quality documents
  • Detailed solution instructions
Continuing education in tax law
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Compact seminars

You want to build a solid foundation: Compact seminars

In the compact seminars, you will acquire the basic knowledge of Swiss and international tax law in individual topic-related modules. These basics are supplemented by the latest developments in tax law.

The compact seminars are usually one-day events at a central location, but they can also be attended as an online event via streaming.

For preparation and for reference after the seminar, you will receive documents with case studies and detailed solution instructions. The seminar will focus on discussing the case studies.

Integration seminars

You want to think outside the box: Integration seminars

On the one hand, the integration seminars provide you with the basics from cross-tax knowledge areas, for example basic legal and business management knowledge. On the other hand, you can deal in depth with the tax issues arising in this context on the basis of practical case studies.

The integration seminars are usually one-day events with introductory speeches as well as presentations on the respective cross-tax topics. The tax-specific issues are dealt with by discussing case studies.

In-depth seminars

You want to get to the bottom of tax law: In-depth seminars

The in-depth seminars provide an intensive examination of complex tax issues. The in-depth seminars are mainly or exclusively designed as workshops. After a brief introduction to the topic, practical examples are presented with the aim of stimulating in-depth discussions.

In order to leave enough time for the exchange of ideas
also outside the workshops, the in-depth seminars are partly two-day events, where special emphasis is also placed on the ambience.

The in-depth seminars are aimed at experienced tax professionals and those who want to become one.

Working Skills Seminars

You want to develop your secondary virtues: Working Skills Seminars

Within the framework of the working skills seminars, you can train your non-tax-specific skills that are important for success in tax practice. For example, working techniques, creativity or communication skills.

These seminars are held only sporadically.

Update Seminars

You want to be "à jour": Update seminars

In the update seminars, we take changes in tax legislation as well as in related areas of law and changes in tax practice by tax authorities as an opportunity to take a close look at the effects on tax practice. In doing so, the basics are also presented, as far as this makes sense.

Update seminars also include the 90-minute webinars, which are held exclusively online during lunchtime. They focus primarily on current developments.

Seminars Romandie

The ISIS in French-speaking Switzerland

ISIS is also present in French-speaking Switzerland and offers seminars in French. As a rule, these are in-depth seminars. The topic is always selected in the light of current developments.

Tax Trips

You want to expand your horizons: Tax Trips

The Tax Trips take you abroad and offer the opportunity to combine the useful with the pleasant. You travel to other countries and get to know not only their tax peculiarities, but also their cultural and culinary specialties. The training events are carried out in close cooperation with local institutions as well as tax experts practicing on site.

Tax Trips take place only sporadically.