International Succession & Legacy Planning

Cross-border estates involve the interface between foreign principles and Italian civil law mandates. Our practice identifies the considerations that must be evaluated by both expats and Italians, from tax reporting and administration costs to long-term wealth stability.

We provide oversight for the entire succession lifecycle—from drafting bilingual Wills and Family Pacts (*Patti di Famiglia*) to evaluating structured options such as Holding Companies, Lifetime Gift Structuring, Fondi Patrimoniali, and Insurance Wrappers. We assess the strategic benefits of the *EU Succession Regulation 650/2012* (Brussels IV) to assist in honoring your testamentary intentions within the Italian Forced Heirship (*Legittima*) framework.

Key Service Pillars

• Estate Strategy: Harmonizing foreign intentions with Italian mandates through bilingual Wills, Will Trusts, and specific choice-of-law elections.
• Family Pacts (*Patti di Famiglia*): Structuring the transfer of family assets to assist in preventing future inter-generational friction.
• Succession Assistance: Managing the *Dichiarazione di Successione* (Succession Declaration) within the 12-month statutory deadline.
• Structured Wealth: Evaluating the use of Trusts (Hague Convention framework) and Holding Companies based on your specific needs.
• Asset Distribution: Assistance with Fondi Patrimoniali and lifetime gifts, taking into account reporting requirements and administration costs.