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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.
Fees in €:
Standard
EU and ERA patrons
Young lawyers and other groups
Discount Voucher Code (see details below)
Registration
before 16 April 2019
Registration
after 16 April 2019
More details about the fees and discounts

Early registration discount
10 % before 16.04.2019

Discounts available
25 % - For young lawyers up to 30 years of age (important: the participant must provide a copy or details of his or her passport or identity card on registration); Full-time staff of universities or comparable academic institutions; Staff of charitable organisations or comparable institutions

25 % - Discount Voucher Code
If you have a discount voucher code, please enter the code in the Voucher Field when you register.


40% - For Staff of European Union institutions and agencies; Staff of ERA’s patrons: all EU Member States (Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, the Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, United Kingdom), the German states, Scotland and the City of Trier.


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Accommodation
Overnight accommodation in Trier

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


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