{"id":2851,"date":"2026-03-13T14:25:40","date_gmt":"2026-03-13T13:25:40","guid":{"rendered":"https:\/\/www.familylawboschetti.com\/?p=2851"},"modified":"2026-07-14T09:05:26","modified_gmt":"2026-07-14T07:05:26","slug":"succession-with-heirs-in-4-different-countries-coordination-italy-usa-uk-switzerland","status":"publish","type":"post","link":"https:\/\/www.familylawboschetti.com\/en\/case-studies-typical-scenarios\/succession-with-heirs-in-4-different-countries-coordination-italy-usa-uk-switzerland\/","title":{"rendered":"Succession with heirs in 4 different countries: coordination Italy-USA-UK-Switzerland"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong>Hypothetical case study developed on the basis of our experience with families on international matters, intended to illustrate the type of operations the Firm is able to structure and manage for clients with a similar profile; the scenario does not refer to any specific case actually handled.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">An Italian entrepreneur resident in Milan dies leaving an estate distributed between Italy, the United States and Switzerland, and four heirs scattered across just as many countries: the wife in Milan, a son in London, a daughter in New York and a brother in Zurich. A succession that opens in Italy but that produces effects in four different jurisdictions, each with its own rules on the taxation of inheritances, on the recognition of testamentary provisions, on the rights of forced heirs and on the procedures for the transfer of assets. The Regolamento UE 650\/2012 identifies Italian law as applicable, but the post-Brexit United Kingdom does not recognise it, the United States applies its own probate system to every asset located in American territory, and Switzerland has its own rules on the transfer of bank accounts in favour of foreign heirs. Four legal systems, four tax systems, four different procedures to coordinate in parallel without inertia on one front blocking the others. The type of succession that, without a single direction, drags on for years generating costs, conflicts and paralysis.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hypothetical case study developed on the basis of our experience with families on international matters, intended to illustrate the type of operations the Firm is able to structure and manage for clients with a similar profile; the scenario does not refer to any specific case actually handled. An Italian entrepreneur resident in Milan dies leaving [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[21],"tags":[],"class_list":["post-2851","post","type-post","status-publish","format-standard","hentry","category-case-studies-typical-scenarios"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.familylawboschetti.com\/en\/wp-json\/wp\/v2\/posts\/2851","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.familylawboschetti.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.familylawboschetti.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.familylawboschetti.com\/en\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.familylawboschetti.com\/en\/wp-json\/wp\/v2\/comments?post=2851"}],"version-history":[{"count":2,"href":"https:\/\/www.familylawboschetti.com\/en\/wp-json\/wp\/v2\/posts\/2851\/revisions"}],"predecessor-version":[{"id":2854,"href":"https:\/\/www.familylawboschetti.com\/en\/wp-json\/wp\/v2\/posts\/2851\/revisions\/2854"}],"wp:attachment":[{"href":"https:\/\/www.familylawboschetti.com\/en\/wp-json\/wp\/v2\/media?parent=2851"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.familylawboschetti.com\/en\/wp-json\/wp\/v2\/categories?post=2851"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.familylawboschetti.com\/en\/wp-json\/wp\/v2\/tags?post=2851"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}