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.
debra.davatz@davatzlegal.ch • Tel. +41 44 533 58 52
Professional career
2015
Owner DAVATZ LEGAL
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
- Zoo Foundation Zurich – Member of the Foundation Council
- Moritz und Elsa von Kuffner Foundation – Vice president
- Swiss-American-Society – Member of the Board
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
Legal 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. After that she was a Junior Associate at DAVATZ LEGAL and focused on inheritance law, matrimonial property and family law as well as contract and corporate law. Today she works as a Legal Associate at DAVATZ LEGAL.
nadine.schmid@davatzlegal.ch • Tel. +41 44 533 58 55
Professional career
2018
Legal Associate, DAVATZ LEGAL
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)
Our team.
Gioya Kündig
Junior Associate, MLaw
Gioya Kündig started her legal studies at University of Zurich in 2017. Today she is working as a paralegal at Davatz Legal beside studying law.
Professional career
2018
Paralegal, DAVATZ LEGAL
2016-2017
Employee Team Conbus, UBS
Education
2017
University of Zurich, begin Bachelor degree in law
Mario Erni (independant)
Partner at Rohner & Erni Tax Ltd, Swiss Certified Tax Expert, MLaw
For more than a decade, Mario Erni focuses on Swiss and International tax law. Before founding Rohner & Erni Tax Ltd in 2015, Mario Erni was engaged as tax advisor with Ernst & Young and afterwards with the renowned Zurich based law firm Niederer Kraft & Frey. Alongside the advisory activity, Mario Erni lectures on a regular basis Swiss and International tax law at various institutions and tax congresses.
Dr. Roger Rohner (independant)
Partner at Rohner & Erni Tax AG, Swiss Certified Tax Expert, MAS FH in VAT
Dr. Roger Rohner has been active as a tax advisor for more than 10 years, first as an academic assistant with the chair for tax, finance, and administration law of Prof. Dr. Markus Reich of the University of Zurich, afterwards at Ernst & Young and at ADB Altorfer Duss & Beilstein AG and since 2015 as a Partner at Rohner & Erni Tax AG. Roger Rohner is a well known specialist in VAT.He is a lecturer at various institutes and universities as well and a speaker at several tax congresses.
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