Dynastic estate planning recent developments and case studies of international discontinuities

The programme will be divided into segments. First, our panellists will consider dynastic estate planning developments in the US, France, Israel and Italy. Second our panellists will present two cross-border cases studies involving a US trust with beneficiaries in other countries. We will consider the international discontinuities and complexities that may arise when

(1) a US settlor creates a US trust for French/Israeli/Italian beneficiaries and

(2) after creating the US trust, the US settlor moves to France/Israel/Italy.


  • Paolo Panico TEP, Paolo Panico's Law Chambers, Luxembourg
  • Ellen Kratzer TEP, Fiduciary Trust International, US


  • Stéphanie Auféril TEP, ARKWOOD SCP, France
  • Alan Granwell TEP, Holland & Knight, US
  • Guy Katz TEP, HERZOG, Israel
  • Raul-Angelo Papotti TEP, Chiomenti, Italy