Inheritance succession in Italy
Inheritance succession is a fundamental step in family life, but also one of the most delicate and complex legal questions to face. The rules of succession in Italy are established by the Codice civile and provide for precise rules on who can inherit and to what extent.
However, when the succession involves assets located in multiple countries or persons living abroad, like a foreigner residing in Italy or an Italian with property outside the national territory, things can become considerably complicated.
Facing the delicate topic of succession of heirs without adequate legal guidance can lead to errors, conflicts between heirs and delays in the management of the patrimony. This is where Boschetti Studio Legale comes into play. Our team is specialised in inheritance law and we can help you to resolve every legal question, ensuring complete assistance both for Italians in Italy and for foreigners who must manage a succession in our country.
- Successione
- Dichiarazione di successione
- Successione ereditaria
- Successione legittima
- Successione testamentaria
- Successione internazionale
- Pianificazione successoria
- Successione impresa
- Passaggio generazionale impresa
- Patti di famiglia
- Pianificazione patrimoniale
- Patti successori
- Retratto successorio
- Segregazione patrimoniale
- Fenomeni particolari successione
When to turn to a lawyer experienced in inheritance successions
Not all successions require legal assistance, but there are many situations in which turning to a lawyer for inheritance successions becomes essential to avoid problems and ensure that everything is managed correctly.
In Italy, there are two main types of succession: testamentary and legitimate.
Testamentary succession is based on the will expressed by the deceased in a valid will, while the legitimate one comes into play when the deceased has not left a will. In both cases, however, the Codice civile provides for respect for the rights of the forced heirs, such as spouse, children or parents, who have the right to a minimum share of the inheritance.
Without the support of an experienced lawyer, these rules can be easily ignored or misinterpreted, leading to legal disputes.
Turning to a law firm for inheritance successions is fundamental in more complex situations, such as:
- when there are assets located in different jurisdictions, for example a property in Italy and a bank account abroad. In these cases, different rules apply for each country, and an experienced lawyer can help you to navigate among international regulations.
- if one or more heirs are a person residing abroad. The communication and management of the interests of heirs who live in other countries require specific competence in international law.
- when there are conflicts between heirs, for example in case of contestations on the division of assets or on the validity of the will.
- if the deceased was a foreigner residing in Italy and there are doubts on which law applies to the succession.
An experienced lawyer not only clarifies every legal doubt, but also ensures that the process is as rapid and linear as possible, reducing the risks of future disputes.
The role of the lawyer before and after the opening of the succession
A lawyer specialised in inheritance law plays a crucial role both before and after the opening of the succession. These two phases, apparently distinct, are closely connected and require a strategic and competent approach.
Before the opening of the succession, the lawyer helps in the planning and prevention of future problems. This includes:
- the drafting of a will that respects the rules of Italian succession and, if necessary, international ones. For example, an Italian citizen with assets in France might need a will that is valid in both countries.
- advice on how to ensure respect for the rights of the forced heirs, avoiding legal disputes.
- the choice of the law applicable to the succession, in case of persons residing abroad or foreigners residing in Italy. Thanks to Regolamento UE n. 650/2012, it is possible to choose as applicable law that of one’s state of citizenship, but this decision must be carefully weighed.
After the opening of the succession, the role of the lawyer becomes operational and strategic. They deal, for example, with:
- assisting the heirs in the submission of the declaration of succession to the Agenzia delle Entrate, a mandatory step to transfer the assets of the deceased.
- managing the division of patrimony among the heirs, especially when there are indivisible assets, such as real estate or family businesses.
- representing the interests of the heirs in case of disputes, for example to contest the validity of a will or to resolve disputes on the inheritance share.
Our firm offers complete assistance in both phases, ensuring that every step is managed with professionalism and in full compliance with the law.
Legal advice for inheritance succession for a foreigner in Italy
For foreigners who must face a succession in Italy, the rules may seem an intricate weave of local and international regulations. According to private international law, and in particular EU Regulation n. 650/2012, the succession is regulated by the law of the country in which the deceased had habitual residence at the moment of death. However, it is possible to choose as applicable law that of one’s state of citizenship, an option particularly useful for foreigners residing in Italy who want to ensure management of the inheritance compliant with their legal traditions.
A concrete example can help to clarify: imagine a German citizen who lives in Italy and owns a house in Rome, but also a bank account in Germany. Without adequate planning, the heirs might find themselves having to face two different legal systems, with high times and costs.
Turning to a law firm for international successions allows preventing these problems and ensuring harmonious management of the patrimony.
Furthermore, our firm provides assistance to:
- verify the validity of wills drafted abroad, so that they are recognised in Italy.
- manage the fiscal aspects of the succession, calculating the taxes due in Italy and, if necessary, coordinating with fiscal advisors of the country of origin.
- facilitate the transfer of assets to the heirs, both in Italy and abroad.
With our experience, we address every case with a personalised approach, offering solutions that respect the specific needs of every client.
Scenari tipici / Casi studio
Gli scenari tipici sono stati elaborati da una fusione delle fattispecie più significative di diritto di famiglia che lo Studio tratta abitualmente, al fine di creare un caso strutturato e complesso, utile al lettore per orientarsi nella gestione del proprio caso personale. I casi studio illustrano invece vicende singole, realmente trattate, con dati e dettagli anonimizzati per garantire la riservatezza dei clienti.
Registrazione del contratto di convivenza e regolarizzazione del partner straniero
Coppia residente a Roma: cittadino italiano e compagna straniera priva di documenti di soggiorno. Ricorso cautelare ex art. 700 c.p.c. per tutela della convivenza, seguito da pratica per carta di soggiorno familiare UE.
Adozione di maggiorenne per riconoscere un rapporto familiare di fatto
Cittadino statunitense residente a Roma con legame affettivo stabile con lo zio acquisito. Procedimento per adozione di persona maggiorenne ex artt. 291 e ss. del Codice Civile per formalizzare il rapporto familiare.
Contratto di convivenza per coppia italo-brasiliana: tutela patrimonio e permesso di soggiorno
Imprenditore italiano e compagna brasiliana conviventi da tre anni a Milano. Tre vulnerabilità interconnesse: migratoria, patrimoniale e successoria, risolte con un intervento coordinato su tre fronti paralleli.
Adozione in Colombia: coppia italiana realizza il sogno dopo 3 anni di percorso
Una coppia sposata da otto anni intraprende l’adozione internazionale con la Colombia. Un percorso attraverso due ordinamenti, tre istituzioni italiane e l’autorità centrale colombiana.
Successione con eredi in 4 paesi diversi: coordinamento Italia-USA-UK-Svizzera
Un imprenditore italiano lascia un patrimonio distribuito tra Italia, Stati Uniti e Svizzera, con quattro eredi in altrettanti paesi. Quattro ordinamenti, quattro sistemi fiscali da coordinare in parallelo.
Adozione maggiorenne figlio del partner: riconoscimento legame affettivo ventennale
Un uomo di cinquantotto anni chiede di adottare il figlio trentenne della moglie, cresciuto insieme da vent’anni. Un legame reale che la legge non riconosceva, con implicazioni successorie per i figli biologici.
Impugnazione testamento per lesione di legittima: recuperati 800.000 euro per gli eredi
Due figli ricevono 20.000 euro ciascuno da un testamento che lascia quasi tutto alla seconda moglie del padre. Un’azione di riduzione per lesione della quota di legittima risolta in mediazione.
Pianificazione successoria azienda familiare: passaggio generazionale da 3 milioni
Un imprenditore di sessantadue anni deve trasferire un’azienda da 50 dipendenti al figlio che la gestisce, tutelando la figlia che ha scelto un altro percorso. Patto di famiglia e holding per garantire continuità.
Adozione internazionale da parte di single: quando la legge apre una strada che pochi conoscono
Una donna single di quarantacinque anni intraprende l’adozione internazionale. Un percorso giuridicamente possibile ma poco conosciuto, che richiede una strategia legale specifica fin dal decreto di idoneità.
Eredità digitale: gestione criptovalute e asset digitali del defunto
Un professionista muore lasciando criptovalute per oltre 600.000 euro su wallet e exchange, senza istruzioni di accesso. Un patrimonio digitale che rischiava di andare perduto per sempre.
Rettifica del nome per persona transgender: documenti coerenti con la propria identità
Una professionista trentaduenne, in trattamento ormonale da otto anni, con documenti ancora al nome maschile di nascita. La discrepanza anagrafica generava outing forzati quotidiani in ambito lavorativo, bancario e amministrativo.
Attribuzione di sesso e aggiornamento di oltre 20 documenti: dalla sentenza alla nuova identità anagrafica
Un dirigente di 45 anni con sentenza di rettificazione già ottenuta si trova davanti al vero ostacolo: coordinare carta d’identità, patente, laurea, contratti di lavoro, mutuo e polizze assicurative presso enti con procedure non uniformate.
How can we help you
The management of an inheritance succession for Italians in Italy follows precise rules established by the Codice civile, which provides for two types of succession: testamentary and legitimate. In both cases, the law protects the rights of the forced heirs, such as the spouse, the children and, in their absence, the parents. However, the practice of succession can prove complex, especially in the presence of indivisible assets, such as real estate, or of disputes between heirs. This is where the intervention of a lawyer experienced in inheritance law becomes indispensable to ensure management compliant with the law and to resolve any conflicts with rapidity and efficiency. Boschetti Studio Legale offers complete assistance also for successions concerning assets present exclusively on Italian territory, ensuring the protection of the rights of every heir and a fluid and secure transfer of assets.
When the succession involves foreigners in Italy, the challenges multiply. The management of an inheritance succession for foreigners in Italy is a process that requires technical competences, legal experience and particular attention to the needs of the persons involved. Italian regulations, combined with the principles of international law, such as EU Regulation n. 650/2012, define which law to apply and how to distribute the assets. These aspects require an in-depth knowledge of the regulations and the ability to find solutions that respect the rights of all parties involved.
Boschetti Studio Legale is the ideal partner to address every challenge linked to inheritance law, ensuring complete and personalised assistance. Thanks to our experience, we are able to navigate the legal complexities that characterise international successions, ensuring that the rights of all parties involved are protected and that every step takes place in full compliance with Italian and international regulations.
If you need a lawyer for successions or are looking for a law firm for international cases we will guide you with professionalism and competence, ensuring that every aspect of the succession is managed with care and precision.
In an area as delicate as that of inheritance successions, the choice of the right legal support can make the difference between fluid management and a process strewn with difficulties.
By relying on Boschetti Studio Legale, you will have the certainty of receiving highly qualified assistance, tailored to your needs. Our priority is to offer concrete and timely solutions, accompanying you in every phase of the succession with transparency, dedication and a deep knowledge of inheritance law.
We are here to protect your interests and those of your family, ensuring tranquillity in a crucial moment of your life.
Hai questioni legate alla famiglia o alle eredità? Siamo qui per aiutarti. Lasciaci i tuoi dettagli qui sotto e parliamone. Ti contatteremo nel più breve tmepo possibile per capire come potremmo supportarti al meglio.
Via dei Gracchi, 151
00192 Roma – Italy
info@familylawboschetti.com
Tel: + 39 – 06 889 21971
solo su prenotazione
Giorno: Lunedì – Venerdì
Orari: 9.00-13.00 / 16.00-20.00
How much does a lawyer for a succession cost?
The cost of a lawyer for a succession depends on the specificity of the case. Simple support for the declaration of succession may have a contained cost, while the management of complex or international patrimonies requires more in-depth advice. The real question is: how much is the serenity of impeccable legal management worth? With Boschetti Studio Legale, you invest in security, avoiding errors that can cost much more.
To which professional should one turn for succession?
Inheritance succession is not just a question of procedures: it is a delicate moment that requires legal competence and sensitivity. Turn to a lawyer specialised in inheritance law, who knows how to guide you with clarity and offer targeted solutions. Boschetti Studio Legale is the reference point to ensure serene and transparent management, even in the most complex cases or with international heirs.
How much does an inheritance succession cost?
The cost of an inheritance succession varies based on the nature of the assets, the taxes and any disputes between heirs. It is an investment in the legal security of your family. A consultation allows you to have a clear picture of the expenses, optimising them and ensuring respect for the rules. Professional management today avoids costly problems tomorrow.
Which lawyer to turn to for inheritance?
Not all lawyers have the same experience in inheritance matters. Rely on a specialised firm that understands the complexities of inheritance law, both national and international. Boschetti Studio Legale is the ideal partner to manage family patrimonies and ensure rapid and effective solutions, always with a personalised approach to your needs.
