Objective

This conference will discuss practical problems in estate-planning, particularly in cases with cross-border implications. The focus will be on recent CJEU case law, the functioning of the European Certificate of Succession, wills and successions connected to third states, tax law implications and digital legacy.

Key topics

• Practical issues in applying the EU Succession Regulation
• Wills and successions connected with third states
• Succession agreements and waiver of compulsory portion agreements
• The ECS and foreign land registers
• Tax aspects in cross-border successions
• Digital legacy
• Recent CJEU case law

Who should attend?

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

Online participation

The event will be streamed live online. You have the option to join the conference on Zoom, enabling you to ask questions and take part in the discussion with participants in Trier.

Speakers

Biset Sena Güneş, Senior Research Fellow and Head of the Centre of Expertise on Turkey, Max Planck Institute for Comparative and International Private Law, Hamburg

Edina Harbinja, Reader in Law, Aston Law School; Visiting Professor, Riga Graduate School of Law

Jens Kleinschmidt, Professor, University of Trier

Diane Le Grand de Belleroche, Avocat à la Cour (Barreau de Paris) and Solicitor (England & Wales), BeFair Avocats, Paris

Daniele Muritano, Notary, Empoli/Florence

Ioana Olaru, Trainer, Romanian Notarial Institute, Bucharest

Krzysztof Pacula, Legal Secretary, Court of Justice of the European Union, Luxembourg

Eve Põtter, Notary, Paide

Christopher Salomons, Solicitor and Notary Public, Russell‑Cooke LLP, London

Ulrich Simon, Notary, Bayreuth

Frans Sonneveldt, Professor of (International) Estate Planning, Leiden University; Of counsel, Mazars Accountants and Tax Lawyers, The Hague

Kinga M. Weiss, Attorney at Law, Certified Specialist SBA Inheritance Law, Partner, Walder Wyss Ltd, Zurich