IBA Annual Conference Paris 2023

29 Oct - 3 Nov 2023

Room 253, Level 2

Session information

Forced heirship and unfit heirs

Wednesday 1 November (1115 - 1230)

Room 253, Level 2

Committee(s)

Private Client Tax Committee (Lead)

Description

This panel will discuss estate planning possibilities for clients who find that forced heirship rules do not protect against their unfit heirs, including spendthrift, abusers, unable and undeserving. Specifically, the panel will discuss various forced heirship rules, the EU Succession Regulation Brussels IV, and asset protection structures.

Session / Workshop Chair(s)

Patricia Guerra MLL Legal Ltd, Zürich, Switzerland

Speakers

Juliana Cavalcanti Humberto Sanches e Associados, São Paulo, Brazil
Line-Alexa GLOTIN UGGC Avocats, Paris, France
Johannes Gasser Gasser Partner Rechtsanwälte, Ruggell, Liechtenstein
Kathryn Von Matthiessen Katten Muchin Rosenman, New York, New York, USA