Meeting/Seminar

European Cross-Border Estate Planning, 28 February 2019

Host SIG

Cross-Border Estates

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

CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.

Cost: