Administering Cross-Border Estates - Practical Considerations Live at Your Desk

Introduction

With the world becoming a more mobile place, most trust and estate practitioners will at some stage encounter an estate administration with a cross-border element.

There are numerous practical issues to consider, in addition to the purely legal matters that will likely need to be dealt with.

When you encounter a different legal system, you will need to be able to think flexibly and creatively, whilst understanding that the way that we traditionally administer estates and approach problems may not work in a cross-border setting.

This new virtual classroom seminar will guide you through several cross-border scenarios and ways in which these can be approached.

The session will also explore changes to the way the EU Succession is being interpreted in some EU member countries.

What You Will Learn

This live and interactive course will cover the following:

• Reminder of key private international law principles
• Differing treatment of movable and immovable assets in some jurisdictions and why ascertaining this at the outset of the matter is essential
• Working with multiple wills - scope, revocation and validity, both formal and essential
• Resealing of grants of representation
• Affidavits/opinions of foreign law
• Double taxation treaties and unilateral relief

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.