12 février 2026 | Interventions
2025 Supplemental Swiss Rules for Trust,
Estate and Foundation Disputes (TEF
Rules)
12 février 2026 | Interventions
2025 Supplemental Swiss Rules for Trust,
Estate and Foundation Disputes (TEF
Rules)
STEP Verein, STEP Lugano Annual Virtual Forum 2026 - Private clients at the start of 2026: key themes for Swiss and international families
The presentation introduces the 2025 Supplemental Swiss Rules for Trust, Estate, and Foundation (TEF) disputes, highlighting arbitration as an effective method for resolving complex, cross‑border matters. It explains the types of conflicts covered under TEF disputes, including those involving trustees, heirs, beneficiaries, and foundation boards. The slides outline the legal framework for unilateral arbitration clauses under Swiss statutory law, referencing Article 178 PILA and issues such as consent, validity, and subjective scope. Finally, it notes ongoing uncertainties—particularly concerning forced‑heirship heirs and minors—and provides contact details for further guidance through Bär & Karrer AG.
The presentation introduces the 2025 Supplemental Swiss Rules for Trust, Estate, and Foundation (TEF) disputes, highlighting arbitration as an effective method for resolving complex, cross‑border matters. It explains the types of conflicts covered under TEF disputes, including those involving trustees, heirs, beneficiaries, and foundation boards. The slides outline the legal framework for unilateral arbitration clauses under Swiss statutory law, referencing Article 178 PILA and issues such as consent, validity, and subjective scope. Finally, it notes ongoing uncertainties—particularly concerning forced‑heirship heirs and minors—and provides contact details for further guidance through Bär & Karrer AG.
