SLM is pleased to host a free seminar to discuss the legal aspects of Cross-Border Inheritance matters and Estate Planning in Italy.
Saturday, 2 March 2013 – Conversano, Puglia, Italy
The seminar is for private individuals looking to hear directly from professionals who work in the area of cross-border Italian inheritance.
Held on Saturday, 2 March 2013, the seminar will take place at Agriturismo Montepaolo in Conversano, Puglia from 10:30 a.m. to 1 p.m. Following the seminar will be a lunch for attendees and speakers.
Key areas to be discussed:
- Italian succession overview
- Succession by will
- Intestate succession: What happens when there is no will? Which country’s law presides?
- Types of legally valid Italian wills: Holographic, Public, Secret
- Italian will in violation of reserved family shares
- Real estate gift as estate plan strategy and related issues
- Succession of Italian property owned by a non-Italian
- How to adopt foreign legislation to regulate Italian estate succession
- Drafting a foreign will that covers Italian assets: essential content and legal requirements
- Probate in Italy
- Italian inheritance taxes
- Estate plan strategies to minimize or eliminate Italian succession bureaucracy and costs
- Overview of EU Rules of Regulation regarding cross-border successions (No. 650/2012 of 4 July 2012)
- End of banking secrecy and bank confidentiality
- Implications of EU directive for investors and savers in 2013 and beyond
- Tax efficient savings and investing opportunities for Italian resident expatriates
- Investing ideas for a high inflationary environment
Speaking on the above topics will be:
- Nick Metta, Head of SLM’s International Department
- Alessandro Armenio, Italian Notary Public (notaio) with a large practice assisting foreigner with Wills and Inheritance.
- Gareth Horsfall – Independent Financial Adviser specialising in advising Italian resident expatriates.
The seminar if being offered without charge, however, space is limited so please reserve your admission soon.