INTERNATIONAL ESTATE AND INHERITANCE ATTORNEYS
The Law Offices of Charles L. Kurmay assists clients with villas in Tuscany, business interests in Milan or heirs in Rome, offering support with Italian inheritance law, cross-border succession and forced-heirship compliance (legittima).
Italian real estate, bank accounts or business interests can bring part of your estate under Italian law, even if you live in the United States. Italy applies the EU Succession Regulation, under which the law of a person's habitual residence generally governs the succession unless that person has chosen the law of their nationality. Italian law also reserves shares of an estate for close family members (legittima), and a succession is typically documented through an Italian notary and filings with the tax authorities. Coordinating an Italian plan with your U.S. documents helps avoid conflict and delay.
That depends on where you live and whether you have chosen the law that will govern your estate. Under the EU Succession Regulation the default is generally the law of your habitual residence at death, but you can often choose the law of your nationality. We review your situation and explain your options.
Italian law reserves a share of an estate for close family members, so disinheriting them may not be fully possible for assets governed by Italian law. The outcome depends on which law applies to your estate, which we can review with you.
Many owners of Italian property find it useful to have a will that works in Italy and is coordinated with their U.S. documents, so the two do not conflict. Whether you need one depends on your assets and your family.
Contact us today for a free initial consultation on your European estate or cross-border succession matter. Our bilingual team and international network help ensure a smooth transition for your estate across the U.S. and Europe.
This page is general information, not legal advice. Foreign law changes, and every estate is different.