{"id":11577,"date":"2025-07-22T19:45:00","date_gmt":"2025-07-22T17:45:00","guid":{"rendered":"http:\/\/explegal.local\/practice-items\/successioni-e-pianificazione-patrimoniale-en\/"},"modified":"2026-07-20T11:20:16","modified_gmt":"2026-07-20T09:20:16","slug":"succession-and-wealth-planning","status":"publish","type":"mt_practice_areas","link":"https:\/\/explegal.it\/en\/practice-items\/succession-and-wealth-planning\/","title":{"rendered":"Succession and wealth planning"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"11577\" class=\"elementor elementor-11577 elementor-49\" data-elementor-post-type=\"mt_practice_areas\">\n\t\t\t\t<div class=\"elementor-element elementor-element-96d9e35 e-flex e-con-boxed e-con e-parent\" data-id=\"96d9e35\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-fbac263 e-con-full e-flex e-con e-child\" data-id=\"fbac263\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c13f4ac elementor-widget elementor-widget-image\" data-id=\"c13f4ac\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"160\" height=\"120\" src=\"https:\/\/explegal.it\/wp-content\/uploads\/2026\/07\/successioni.png\" class=\"attachment-full size-full wp-image-10440\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-24fc9ef e-con-full e-flex e-con e-child\" data-id=\"24fc9ef\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c5c0ca2 elementor-widget elementor-widget-heading\" data-id=\"c5c0ca2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Succession and wealth planning<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2b633f3 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"2b633f3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/explegal.it\/en\/contacts\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Contact us<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8146763 e-flex e-con-boxed e-con e-parent\" data-id=\"8146763\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-bdca405 e-con-full e-flex e-con e-child\" data-id=\"bdca405\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-23eba25 elementor-widget elementor-widget-text-editor\" data-id=\"23eba25\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>We advise private clients and families on wealth planning, succession matters and inheritance disputes, with particular focus on cases involving international elements.<\/p><p>Our work includes the structuring of wealth planning and generational transfer strategies, the protection and organisation of family assets and the design of legal solutions aimed at ensuring continuity in the management of both personal wealth and family businesses.<\/p><p>We assist in both domestic and cross-border successions involving assets, heirs or interests located in multiple jurisdictions, supporting clients on applicable law, succession and tax compliance, and coordination with foreign professionals where required.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4cc2f0b elementor-widget elementor-widget-n-accordion\" data-id=\"4cc2f0b\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;default_state&quot;:&quot;expanded&quot;,&quot;max_items_expended&quot;:&quot;one&quot;,&quot;n_accordion_animation_duration&quot;:{&quot;unit&quot;:&quot;ms&quot;,&quot;size&quot;:400,&quot;sizes&quot;:[]}}\" data-widget_type=\"nested-accordion.default\">\n\t\t\t\t\t\t\t<div class=\"e-n-accordion\" aria-label=\"Accordion. Open links with Enter or Space, close with Escape, and navigate with Arrow Keys\">\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-8040\" class=\"e-n-accordion-item\" open>\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"1\" tabindex=\"0\" aria-expanded=\"true\" aria-controls=\"e-n-accordion-item-8040\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Activities undertaken <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-8040\" class=\"elementor-element elementor-element-3ecc508 e-con-full e-flex e-con e-child\" data-id=\"3ecc508\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-11a0634 elementor-widget elementor-widget-text-editor\" data-id=\"11a0634\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<ul><li>Inheritance planning process and family assets protection<\/li><li>Assistance in drafting of wills<\/li><li>Institution of heirs and legacies<\/li><li>Donations in compliance with the legitimate sum<\/li><li>Advice on trust matters and their impact on the Italian legal system<\/li><li>Start of the inheritance process<\/li><li>Legitimate and testamentary inheritance<\/li><li>Inheritance declarations<\/li><li>Renunciation of inheritance, acceptance of inheritance and acceptance with benefit of inventory<\/li><li>Agreements on the division of the estate<\/li><li>Rights of the legitimate heirs who have been neglected<\/li><li>Liquidation of the estate<\/li><li>Management of heirs&#8217; relationships with banks<\/li><li>Legal assistance<\/li><li>International heritage<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-8041\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"2\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-8041\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Key contact <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-8041\" class=\"elementor-element elementor-element-6bc3392 e-con-full e-flex e-con e-child\" data-id=\"6bc3392\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f7c3cc0 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"f7c3cc0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/explegal.it\/en\/team\/giovanna-canale\/\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-chevron-right\" viewBox=\"0 0 320 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M285.476 272.971L91.132 467.314c-9.373 9.373-24.569 9.373-33.941 0l-22.667-22.667c-9.357-9.357-9.375-24.522-.04-33.901L188.505 256 34.484 101.255c-9.335-9.379-9.317-24.544.04-33.901l22.667-22.667c9.373-9.373 24.569-9.373 33.941 0L285.475 239.03c9.373 9.372 9.373 24.568.001 33.941z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Giovanna Canale<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1b7b9f9 e-con-full e-flex e-con e-child\" data-id=\"1b7b9f9\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1ccff31 elementor-widget elementor-widget-heading\" data-id=\"1ccff31\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h5 class=\"elementor-heading-title elementor-size-default\">Practice areas<\/h5>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2b78ca3 elementor-widget elementor-widget-shortcode\" data-id=\"2b78ca3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\"><div class=\"sidebar widget_recent_entries\"><ul><li><a href=\"https:\/\/explegal.it\/en\/practice-items\/corporate-and-m-a\/\">Corporate and M&#038;A<\/a><\/li><li><a href=\"https:\/\/explegal.it\/en\/practice-items\/business-internationalization\/\">Business internationalization<\/a><\/li><li><a href=\"https:\/\/explegal.it\/en\/practice-items\/international-business-trade-law\/\">International Business &#038; Trade Law<\/a><\/li><li><a href=\"https:\/\/explegal.it\/en\/practice-items\/intellectual-property\/\">Intellectual Property<\/a><\/li><li><a href=\"https:\/\/explegal.it\/en\/practice-items\/energy\/\">Energy<\/a><\/li><li><a href=\"https:\/\/explegal.it\/en\/practice-items\/immigration\/\">Immigration<\/a><\/li><li><a href=\"https:\/\/explegal.it\/en\/practice-items\/real-estate-en\/\">Real Estate<\/a><\/li><li><a href=\"https:\/\/explegal.it\/en\/practice-items\/succession-and-wealth-planning\/\">Succession and wealth planning<\/a><\/li><li><a href=\"https:\/\/explegal.it\/en\/practice-items\/tax-and-tax-planning\/\">Tax and tax planning<\/a><\/li><li><a href=\"https:\/\/explegal.it\/en\/practice-items\/dispute-resolution-and-arbitration\/\">Dispute resolution and Arbitration<\/a><\/li><li><a href=\"https:\/\/explegal.it\/en\/practice-items\/third-sector\/\">Third sector<\/a><\/li><li><a href=\"https:\/\/explegal.it\/en\/practice-items\/insolvency-and-restructuring\/\">Insolvency and Restructuring<\/a><\/li><li><a href=\"https:\/\/explegal.it\/en\/practice-items\/data-protection-privacy\/\">Data Protection &#038; Privacy<\/a><\/li><li><a href=\"https:\/\/explegal.it\/en\/practice-items\/eu-funding\/\">EU funding<\/a><\/li><li><a href=\"https:\/\/explegal.it\/en\/practice-items\/startup\/\">Startup<\/a><\/li><li><a href=\"https:\/\/explegal.it\/en\/practice-items\/private-clients\/\">Private Clients<\/a><\/li><li><a href=\"https:\/\/explegal.it\/en\/practice-items\/international-organizations-and-diplomatic-missions\/\">International Organizations and Diplomatic Missions<\/a><\/li><li><a href=\"https:\/\/explegal.it\/en\/practice-items\/art\/\">Art<\/a><\/li><li><a href=\"https:\/\/explegal.it\/en\/practice-items\/insurance-law\/\">Insurance Law<\/a><\/li><li><a href=\"https:\/\/explegal.it\/en\/practice-items\/labour-law\/\">Labour Law<\/a><\/li><\/ul><\/div><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Succession and wealth planning Contact us We advise private clients and families on wealth planning, succession matters and inheritance disputes, with particular focus on cases involving international elements. Our work includes the structuring of wealth planning and generational transfer strategies,&#8230;<\/p>\n","protected":false},"featured_media":11629,"template":"elementor_header_footer","section":[],"class_list":["post-11577","mt_practice_areas","type-mt_practice_areas","status-publish","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/explegal.it\/en\/wp-json\/wp\/v2\/mt_practice_areas\/11577","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/explegal.it\/en\/wp-json\/wp\/v2\/mt_practice_areas"}],"about":[{"href":"https:\/\/explegal.it\/en\/wp-json\/wp\/v2\/types\/mt_practice_areas"}],"version-history":[{"count":5,"href":"https:\/\/explegal.it\/en\/wp-json\/wp\/v2\/mt_practice_areas\/11577\/revisions"}],"predecessor-version":[{"id":11799,"href":"https:\/\/explegal.it\/en\/wp-json\/wp\/v2\/mt_practice_areas\/11577\/revisions\/11799"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/explegal.it\/en\/wp-json\/wp\/v2\/media\/11629"}],"wp:attachment":[{"href":"https:\/\/explegal.it\/en\/wp-json\/wp\/v2\/media?parent=11577"}],"wp:term":[{"taxonomy":"section","embeddable":true,"href":"https:\/\/explegal.it\/en\/wp-json\/wp\/v2\/section?post=11577"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}