Estate Planning Across Jurisdictions

Private Wealth Partner Kathryn von Matthiessen will speak on the "Estate Planning Across Jurisdictions: U.S. Citizens Living in Italy with U.S. and Italian Beneficiaries" panel discussion at 11:45 a.m. on Wednesday, November 6. The seminar, held in Katten's New York office, will discuss the case of a US citizen wishing to pass all of her assets to her daughter, a US citizen living in the United States, and her late-in-life partner, an Italian citizen and resident. It will delve into:

• Drafting of wills;
• Election of applicable laws to the succession under US law and EU Regulation No. 650/2012;
• Creation of trusts and their taxation in Italy and the United States during the testator's life and after her demise;
• Trusts and application of estate/inheritance taxes in both countries; and
• Mismatches in tax systems and key points to consider to avoid double taxations.
   

Learn more about the "Estate Planning Across Jurisdictions" event.