Debra Davatz.
Attorney-at-law & Certified Specialist SBA Inheritance Law
Debra Davatz has been involved in many complex domestic and transnational M&A transactions (including corporate reorganisation). As a Certified Specialist SBA Inheritance Law, her private clients work is focused on estate planning, concepts for business and asset succession, inheritance contracts, wills, prenuptial agreements, foundations, counsel to communities of heirs, administration of executor mandates, separation of matrimonial assets and distribution of estates.
Professional career
2015
Owner DAVATZ LEGAL & Partner Cottonfield Family Office AG
2011-2014
Certified Specialist SBA Inheritance Law and Corporate Lawyer, Niederer Kraft & Frey
2009-2011
Senior Associate, Niederer Kraft & Frey
2001-2008
Associate, Niederer Kraft & Frey
1998-2000
Junior Lawyer, Niederer Kraft & Frey
1996-1998
Legal Member of the “Task-Force-Team” of the Commercial Registry Office of the Canton of Zurich
Education
2011
Certified Specialist SBA Inheritance Law
2011
CAS in Inheritance Law, University of Zurich and University of Lucerne
2001
Admitted to the Bar (Attorney-at-law)
1996
University of Zurich, lic. iur.
Memberships
- Swiss Bar Association
- Zurich Bar Association
- International Bar Association IBA
- Successio – Association for Promotion of Swiss and International Inheritance Law
- Swiss-American-Society – President of the Managing Board
- Zoo Stiftung Zürich – Member of the Foundation Council
Expertise.
Inheritance law, matrimonial property and family law
- National and international estate and wealth planning
- Succession planning of family enterprises
- Testamentary contracts, last wills and contracts of succession
- Anticipatory succession and transfers by way of gift or succession
- Distribution of estates, representation of heirs, administration and management of estates
- Serving as executor of wills and testaments
- Healthcare proxies, patient provisions, powers of attorney, instructions in the case of death
- Contracts for marriage, concubinage and registered partnerships
- Matrimonial property planning
- Relocation of private persons to Switzerland
- Establishment of foundations
Contract law and corporate law
- Establishment of corporations, merger & acquisitions, change of corporate forms, corporate reorganizations and liquidation of corporations
- Capital increases
- Advising private clients on investments in (family) corporations
- Shareholders' agreements and further precautionary measures with regards to succession planning
- Drafting and negotiation of contracts in the areas of Commercial and Corporate Law
- Advising private and public companies and their Board of Directors
- Relocation of corporations to Switzerland
Nadine Schmid.
Junior Associate, MLaw
After successful graduation of her legal studies at the University of Lucerne Nadine Schmid was employed in the legal department of Tamedia Ltd (leading private Swiss media group), in particular focusing on media law, labour and corporate law, general administrative law and contract law. Today she is a Junior Associate at DAVATZ LEGAL and focusing on inheritance law, matrimonial property and family law as well as contract and corporate law. Upon completing her internship in the above, she will take the bar exam.
Professional career
2017
Junior Associate, DAVATZ LEGAL
2016
Legal department, Tamedia Ltd
2015
Paralegal, DAVATZ LEGAL
2013-2015
Paralegal, Niederer Kraft & Frey AG
Education
2015
University of Lucerne, Master of Law (MLaw)
Master thesis: «Gleichgeschlechtliche Paare und der Kinderwunsch» (Same-sex couples and the desire to have children)
2013
University of Lucerne, Bachelor of Law (BLaw)
Contact.
DAVATZ LEGAL ∙ Anwaltskanzlei Debra Davatz Hörler
Glockengasse 18
CH-8001 Zurich
Tel. +41 44 533 58 52 ∙ Fax +41 44 533 58 53 ∙ Mob. +41 79 464 15 86