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Planning Cross-Border Succession

  • Interplay of succession law and the new EU Regulations on (matrimonial) property
  • Recent case law
  • Digital legacy
  • Inheritance tax

, 16 May 2019 – 17 May 2019
Languages:
(simultaneous interpretation)
Event number:
119D24

Areas of law:

Objective

The conference will address practical issues when planning cross-border successions, in particular:
  • Recent case law.  After nearly four years of practical experience with the EU Succession Regulation, recent case law and its implications for legal practice will be presented.
  • The interplay of succession law and (matrimonial) property law. Knowledge about the applicable property regime is indispensable in case of death or when drafting a will. Consequently, this conference will highlight the crossover between the EU Succession Regulation and the new regime on (matrimonial) property for international couples, applicable since 29 January 2019.
  • Digital legacy. What happens to your social media accounts when you die? The conference will address the issues of digital inheritance when drafting a last will and post mortem.
  • Habitual residence and power of attorney. Where is the habitual residence of the deceased person, especially if s/he was care dependent? Will the power of attorney be recognised and enforced in other countries?
  • European Certificate of Succession. State of play, recent case law and interplay with national certificates.
  • Inheritance tax. Participants will discuss tax problems in cross-border inheritance cases including measures to avoid double taxation.
  • Cross-border estate and probate. Various issues such as the determination of heirs, administration of bank assets and plots and the duties of the executor will be presented from the national perspective.

Key topics

  • The EU Succession Regulation and the new EU Regulations on property regimes for international couples applicable since 29 January 2019
  • Recent CJEU case law
  • Drafting cross-border wills and planning digital legacy
  • Cross-border estate and European Certificate of Succession (ECS)
  • Cross-border inheritance tax

Who should attend?

Lawyers in private practice and notaries involved in succession planning, tax lawyers, judges, ministry officials and academics.

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DOCUMENTS


Programme

DOCUMENTS


Background Documentation
Documentation is available here for logged in participants at this event.

ORGANISER


Conference Organisers

EYECATCHER


Accommodation
Overnight accommodation in Trier

There are special rates for ERA participants at three excellent hotels in Trier.

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