Meeting/Seminar

European Cross-Border Estate Planning, 28 February 2019

Hosted by
STEP Cross-Border Estates Special Interest Group
Event type
Meeting/Seminar
Venue
DLA Piper
Address
Via della Posta 7
20123 Milan
Country
Italy
Date
28 February 2019
Time
12.45 Arrival, registration and sandwich lunch; 13.15 Seminar; 15:30 Close
Description

Event Focus

Experienced speakers share with you their expert knowledge of cross-border estate planning between Italy, England & Wales, Switzerland and Monaco.


Cross-border estate planning or administration can often be complicated and, on occasions, highly stressful. The estate assets can be spread across the world and be held directly, in trusts or in companies. The beneficiaries can similarly be in diverse countries. All aspects are relevant for the proper analysis of the complete succession and tax position. Furthermore, what if there are more than two countries in the mix? How does an advisor reconcile conflicting inheritance rules across the various jurisdictions and codes of law?

During this afternoon seminar, speakers from four jurisdictions will provide you with an understanding of the issues, the questions to ask, and with a clear perspective on the importance of succession planning for the client.

Why Attend?

Come and learn from the experts through presentation and case-study exploration, with an opportunity for questions. The speakers will address:

  • Whether it is necessary to have a will for the jurisdiction in question
  • Who will inherit the assets held in that jurisdiction
  • Whether there will be inheritance tax to pay in the country of death
  • Who can administer an estate from said jurisdiction
  • Whether you need a local lawyer
  • What the steps are in administering an estate from the jurisdiction in question 
  • How long probate or the equivalent will take

Speakers:

  • Keynote Speaker: Professor Guglielmo Maisto TEP, Senior Partner, Maisto e Associati-Italy
  • Daniel Bader, Partner, Bär & Karrer AG-Switzerland
  • Alessandro Belluzzo TEP, Partner, Belluzzo International Partners and Deputy Chair, STEP Cross-Border Estates Special Interest Group
  • Luigi Belluzzo TEP, Partner, Belluzzo International Partners-Italy and Chair, STEP Italy
  • Professor Marta Cenini, Of Counsel, DLA Piper
  • Jean-Charles Gardetto TEP, Managing Partner, Law Offices of Jean-Charles Gardetto-Monaco
  • Andrew Godfrey TEP, Partner, Russell-Cooke-United Kingdom and Chair, STEP Cross-Border Estates Special Interest Group
  • Antonio Martino TEP, Head-Private Clients, DLA Piper-Italy
  • Edward Reed TEP, Partner - Private Client, Macfarlanes LLP-United Kingdom
  • Arrigo Roveda, Notary, RLCD Notai-Italy
  • Olivier Sigg TEP, Attorney, Walder Wyss SA-Switzerland

Kindly hosted by:

DLA Piper Italy

Kindly supported by:

STEP Italy

CPD
2
Cost:
STEP Cross-Border Estates SIG Members - €70
STEP Italy Branch Member - €70
STEP Member - €85
Non-member - €100
Contact
sigs@step.org
Contact phone
+44 (0)20 3752 3734; +44 (0)20 3752 3735
Contact email
sigs@step.org
Details
PDF icon Event flyer
Register Add to Calendar events/european-cross-border-estate-planning-28-february-2019 28/02/2019 12.45 28/02/2019 Arriv DLA Piper, Via della Posta 7, 20123 Milan STEP Cross-Border Estates Special Interest Group European Cross-Border Estate Planning, 28 February 2019 Event Focus Experienced speakers share with you their expert knowledge of cross-border estate planning between Italy, England & Wales, Switzerland and Monaco. Hosted by: STEP Cross-Border Estates Special Interest Group. Contact: sigs@step.org. Contact phone: +44 (0)20 3752 3734; +44 (0)20 3752 3735. Contact email: sigs@step.org