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Rechtswissenschaftliche Fakultät Lehrstuhl Jakob

Foundations and Trusts

Bild Foundations and Trusts

Course dates: 01.03. - 05.04.2022

Time: Tuesday, 2pm - 6pm

Room: KOL-E-21

Course Cataloque (Vorlesungsverzeichnis)

Information sheet Foundations and Trusts SS 2022 (PDF, 136 KB)

Learning objectives Foundations and Trusts SS 2022 (PDF, 29 KB)

 

NEW: You can evaluate the course from Mai 2, 2022 - Mai 16, 2022 at the following Link Thank you! 

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).

Podcast playlist Prof. Dr. Dominique Jakob

Slides:

  1. The Big Picture: World of Foundations and Trusts (PDF, 2 MB)
  2. Foundations: The Concepts of Foundations (PDF, 155 KB)
  3. Foundations: Swiss Foundations (PDF, 368 KB)
  4. Foundations: Liechtenstein Foundations (PDF, 247 KB)
  5. Introduction to Estate Planning via Foundations from a Swiss Perspective (PDF, 635 KB)

Materials:

  1. Swiss Law in English Language Link
  2. Liechtenstein Law in English Language Link
  3. Hague Trust Convention Link
  4. Jakob, A practical guide: Build and lead charitable foundations in Switzerland (ed. Credit Suisse), 2021 (PDF, 1 MB)
  5. Jakob, The role of foundations in family governance, Trusts & Trustees, 1/2020 (PDF, 194 KB)
  6. Jakob, Will-Substitutes in Switzerland and Liechtenstein, in:Braun/Röthel (eds.), Passing Wealth on Death  (PDF, 510 KB)
  7. Jakob, Draft revision of Swiss inheritance law: impact on estate planning via foundations, Trusts & Trustees 6/2017 (PDF, 101 KB)
  8. Jakob/Studen, Foundation law in Switzerland: Overview and Current Developments in Civil and Tax Law (PDF, 2 MB)
  9. Panico, Private foundations and trusts: just the same but different?, Trusts & Trustees 1/2016 (PDF, 127 KB)
  10. Panico, New foundation legislation in common law jurisdictions: a "second generation"?, Trusts & Trustees 6/2018 (PDF, 121 KB)
  11. Koele, The Dutch private foundation in comparison with trusts: for the same purpose but rather different, Trusts & Trustees 1/2016 (PDF, 97 KB)