Inheritance in Italy

• In processing an inheritance in Italy, adhering to the country's specific legal framework is paramount. This framework is outlined in the Italian Civil Code and encompasses both testamentary and legitimate succession. 
• This service is designed for English-speaking individuals who are heirs or potential heirs to an estate located within Italy. 
• It caters to both residents and non-residents who require professional assistance in navigating the complexities of Italian inheritance laws, including testamentary and legitimate succession, as well as tax obligations related to inheriting assets in Italy.

• Documentation: A "Dichiarazione di Successione" (Declaration of Succession) must be filed with the Italian tax authority (Agenzia delle Entrate) within 12 months of the deceased's death. Essential documents include the death certificate, a certificate of the last residence of the deceased, family status certificates, cadastral records of real estate, and, if applicable, a copy of the will​​.
• Tax Obligations: Heirs are responsible for calculating and paying inheritance taxes and must file a Statement of Succession. The law provides for the possibility to renounce inheritance rights to avoid taking on the deceased’s debts​​.

Our approach in handling Italian inheritance cases includes:

1. Initial Assessment: Examining the client's situation against Italian inheritance laws.
2. Document Analysis and Preparation: Assisting in reviewing necessary documents, including wills.
3. Representation in Disputes: Offering legal representation in inheritance disputes, especially regarding quota division and rights of legittimari (mandatory heirs).
4. Taxation Guidance: Advising on Italian inheritance tax implications and compliance.
5. Asset Transfer Assistance: Facilitating the transfer of assets, including real estate, in compliance with Italian law.

• Specialized in Italian Law: Expert knowledge tailored to the intricacies of Italian inheritance law.
• Multilingual Legal Support: Services provided in English and Italian, ensuring clear communication.
• Customized Legal Strategies: Personalized approach to each case, considering unique family dynamics and asset types.
• Tax Efficiency: Strategies to minimize tax liabilities within the framework of Italian law.

• Legal Heir Determination: Identifying and advising on the rights and obligations of heirs under Italian law.
• Estate Tax Planning: Expert advice on tax liabilities and efficient tax planning for Italian estates.
• Asset Distribution and Transfer: Assistance with legal procedures for transferring and registering assets to heirs.