Unse­re Kanz­lei hat sich auf inter­na­tio­na­les Erbrecht spe­zia­li­siert

So kön­nen wir Ihnen eine umfas­sen­de Bera­tung in Ihrer Nach­lass­an­ge­le­gen­heit anbie­ten und mit beson­de­rem Fokus auf das deutsch-italienische Dop­pel­be­steue­rungs­ab­kom­men dabei hel­fen Ihre erb­schafts­steu­er­li­che Last zu mini­mie­ren.

Your Experts in Ger­man-Ita­li­an Inhe­ri­tance Law

Our law firm spe­cia­li­zes in inter­na­tio­nal inhe­ri­tance law — our bilin­gu­al att­or­neys, experts in the field, are able to pro­vi­de you with com­pre­hen­si­ve advice regar­ding your estate. With par­ti­cu­lar atten­ti­on to the Dou­ble Taxa­ti­on Con­ven­ti­on bet­ween Ita­ly and Ger­ma­ny, we help you mini­mi­ze the inhe­ri­tance tax bur­den.

Let’s dis­cuss your situa­ti­on.

Request your free initi­al con­sul­ta­ti­on today.

    Las­sen Sie uns gern über Ihr kon­kre­tes Anlie­gen spre­chen

    For­dern Sie ganz ein­fach Ihr kos­ten­lo­ses Erstgespräch an

      Our inhe­ri­tance law ser­vices for you at a glan­ce

      Bene­fit from our expe­ri­ence in the legal sys­tems of both count­ries

      1. Draf­ting of wills and estate plan­ning

      Per­so­na­li­sed advice on the opti­mal dis­tri­bu­ti­on of assets. Legal­ly com­pli­ant draf­ting of wills and con­tracts of inhe­ri­tance. Chal­len­ging wills and defen­ding against rela­ted appeals.

      2. Mini­mi­sing inhe­ri­tance tax bur­dens

      Assis­tance in fil­ing inhe­ri­tance decla­ra­ti­ons in both Ger­ma­ny and Ita­ly. Avo­i­ding unfo­re­seen tax con­se­quen­ces in con­nec­tion with the dou­ble taxa­ti­on agree­ment bet­ween Ger­ma­ny and Ita­ly.

      3. Advi­sing on inter­na­tio­nal suc­ces­si­ons

      Spe­cia­li­sing in Ger­man-Ita­li­an inhe­ri­tance law. Cla­ri­fi­ca­ti­on of dou­ble taxa­ti­on and inter­na­tio­nal inhe­ri­tance law issues.

      4. Right to com­pul­so­ry por­ti­on and disin­he­ri­tance

      Advice and repre­sen­ta­ti­on in cases of claims for com­pul­so­ry por­ti­ons or vio­la­ti­ons of com­pul­so­ry por­ti­ons and assis­tance in cases of disin­he­ri­tance and its legal con­se­quen­ces.

      Do you have ques­ti­ons you would like to dis­cuss in per­son?

      Send us a mes­sa­ge and our experts will get back to you within 24 hours.

        Sie haben Fra­gen, die Sie per­sön­lich bespre­chen möch­ten?

        Schi­cken Sie uns ein­fach eine Nach­richt und unse­re Exper­ten rufen Sie inner­halb von 24 Stun­den zurück

          This is what counts

          Your advan­ta­ges at a glan­ce

          Bilin­gu­al lawy­ers

          Flu­ent com­mu­ni­ca­ti­on with our lawy­ers ensu­res that your con­cerns are con­vey­ed accu­ra­te­ly and cle­ar­ly in both count­ries, wit­hout lan­guage bar­riers or misun­derstan­dings.

          Offices in both count­ries

          Whe­ther in Ger­ma­ny or in one of our offices in Ita­ly, we advi­se and repre­sent you local­ly. This allows us to work effi­ci­ent­ly and react quick­ly to local deve­lo­p­ments.

          Fixed cont­act per­son

          With us you have a per­ma­nent per­so­nal cont­act who knows your con­cerns and is at your side during the enti­re pro­cess. This per­so­na­li­sed sup­port gua­ran­tees a high level of com­mit­ment.

          Effi­ci­ent pro­ces­sing

          We know that time is important. That is why we empha­sise struc­tu­red work pro­ces­ses and clo­se coope­ra­ti­on. We ensu­re that your case is dealt with quick­ly and careful­ly.

          Our inhe­ri­tance law ser­vices in
          detail

          Estate plan­ning through trans­fers of assets during life, wills and suc­ces­si­on con­tracts.

          We pro­vi­de our cli­ents with com­pre­hen­si­ve assis­tance in choo­sing the opti­mal method for their estate plan­ning. This includes the trans­fer of assets during life through dona­ti­ons, the pre­pa­ra­ti­on of writ­ten or nota­ri­sed wills, joint wills and suc­ces­si­on con­tracts. We also help you draft and for­mu­la­te tes­ta­men­ta­ry dis­po­si­ti­ons and, if you wish, file wills with the pro­ba­te court. The choice of the cor­rect tes­ta­men­ta­ry form is par­ti­cu­lar­ly important in the case of inter­na­tio­nal rela­ti­onships, to ensu­re that the test­a­tor’s last wis­hes are respec­ted.

          Accep­tance or can­cel­la­ti­on state­ments

          If the debts of the inhe­ri­tance exceed the estate, it is advi­sa­ble to renoun­ce the inhe­ri­tance in court or befo­re a nota­ry. Ren­un­cia­ti­on of an inhe­ri­tance can also be con­side­red to avo­id par­ti­ci­pa­ting in a shared inhe­ri­tance with unloved indi­vi­du­als or to trans­fer the inhe­ri­tance direct­ly to the youn­ger gene­ra­ti­on.

          Obtai­ning an inhe­ri­tance cer­ti­fi­ca­te or a Euro­pean cer­ti­fi­ca­te of suc­ces­si­on

          A cer­ti­fi­ca­te of inhe­ri­tance rights is often neces­sa­ry for the sett­le­ment of an estate and the enforce­ment of the decea­se­d’s inhe­ri­tance rights, for exam­p­le, against banks or for regis­tra­ti­on in the land regis­ter. The cer­ti­fi­ca­te can be a Euro­pean cer­ti­fi­ca­te of suc­ces­si­on under the Euro­pean Suc­ces­si­on Regu­la­ti­on (No. 650/2012) or a cer­ti­fi­ca­te of inhe­ri­tance. The juris­dic­tion for issuing a cer­ti­fi­ca­te of inhe­ri­tance is gene­ral­ly based on the habi­tu­al resi­dence of the decea­sed.

          Dis­he­ri­tance and vio­la­ti­ons of the right to the man­da­to­ry share, inven­to­ry of assets

          Com­plex cases often ari­se whe­re the rights to a com­pul­so­ry share or an addi­tio­nal com­pul­so­ry share in the event of disin­he­ri­tance or life­time trans­fers of assets must be exami­ned and, if neces­sa­ry, enforced in court against the heirs or donees. It may also be neces­sa­ry to defend against such claims in the inte­rest of the heirs or donees.

          Accor­ding to Ita­li­an law, the nota­ri­al or judi­cial draf­ting of the inhe­ri­tance inven­to­ry and the accep­tance of the inhe­ri­tance with reser­va­ti­on allow the heir to limit their lia­bi­li­ty with respect to the inhe­ri­ted assets. In this way, the heir avo­ids being respon­si­ble for the decea­se­d’s debts with their own per­so­nal assets.

          Liqui­da­ti­on of estates up to the sale of inhe­ri­ted assets

          Alt­hough inhe­ri­tance shares are fun­da­men­tal­ly tran­sac­tion-ori­en­ted, we often see that co-heirs mana­ge the inhe­ri­ted pro­per­ty or parts of it tog­e­ther for years in a sur­pri­sin­gly har­mo­nious and con­flict-free man­ner. Nono­stan­te ciò, spes­so sia­mo inca­ri­ca­ti di sos­tene­re i coere­di in un accordo cont­rat­tua­le, ten­en­do con­to del­le richies­te di com­pen­sa­zio­ne e di pere­qua­zio­ne. In cases whe­re recal­ci­trant co-heirs refu­se to coope­ra­te in the dis­pu­te, we also assist our cli­ents in enfor­cing their rights in court.

          Liti­ga­ti­on and media­ti­on

          We repre­sent our cli­ents in both court and media­ti­on cen­ters in Ita­ly and Ger­ma­ny. The media­ti­on pro­cess can be an effec­ti­ve alter­na­ti­ve to the legal pro­cess for divi­ding an inhe­ri­tance. In Ita­ly, media­ti­on is even a man­da­to­ry step befo­re the judi­cial pro­cess. Thanks to our exten­si­ve expe­ri­ence in repre­sen­ting cli­ents in media­ti­on pro­cee­dings, we are well-pre­pared to assist you com­pe­tent­ly in the­se pro­ces­ses.

          Inhe­ri­tance tax and inhe­ri­tance decla­ra­ti­ons

          In the plan­ning and sett­le­ment of an inhe­ri­tance, a tar­ge­ted stra­tegy to avo­id or redu­ce inhe­ri­tance tax is of gre­at importance, espe­ci­al­ly if the inhe­ri­tance has inter­na­tio­nal com­pon­ents, such as assets or par­ti­ci­pan­ts in dif­fe­rent count­ries. For our cli­ents, we prepa­re and pre­sent inhe­ri­tance tax returns in Ger­ma­ny and Ita­ly, review the rele­vant tax assess­ments, and, if neces­sa­ry, appeal them.