The Italian Inheritance

English Speaking Italian Lawyers

The Italian Inheritance

English Speaking Italian Lawyers

The Italian Inheritance

English Speaking Italian Lawyers

THE ITALIAN INHERITANCE

 

Carlo Pontei is an Italian lawyer expert in Italian inheritance law, succession law and inheritance tax in italy. Carlo is and authorised Mediator working with both private and commercial clients, he is fluent in Italian (his mother tongue) and English.

Carlo has extensive experience in dealing with Private Clients and Wealth Management complex cross border matters as well as with commercial matters. Carlo advices international clients with financial interests, primarily related to estate issues, real estate planning, dormant funds and probate matters in Italy.

Moreover, Carlo assists worldwide clients -buyers and sellers- in respect of high value residential property transactions in Italy. Carlo assists with Transfer of Equity, Estate Management and facilitating the Acquisition of Assets by way of Inheritance and Taxation.

Carlo and his team of dedicated professionals are fluent in English, Italian and Spanish and have a wealth of experience. They provide a unique and personalised service to every client, guiding you through each step of the legal process. Their expertise and commitment to maintaining close working relationships will ensure your inheritance, tax and other personal affairs are all dealt with as swiftly and smoothly as possible.

The Italian Inheritance team has extensive experience in dealing with cross border matters involving multiple jurisdictions as well as complex contested cases, where we have successfully recovered assets for our clients through Alternative Dispute Resolution procedures such as, mediation and assisted negotiation.

By instructing The Italian Inheritance, you can rest assured that you will receive the best possible advice and professional representation throughout.
Carlo is also experienced in drafting legal opinions for English and international law firms on matters of Italian law, EU law and cross-border jurisdiction. Furthermore he can also assist you on the following matters:

 

  • Debt Collection;
  • Buy property in Italy;
  • Cross border Separations and Divorces;
  • Immigration;
  • Worldwide Companies Formation;
  • Tax Advice.

Representative list of cases

Matter Type:

Estate:

Value of Estate:

Number of heirs:

Residency of heirs:

Outcome:

Legal Opinion | Cross-border Probate

2 Italian properties, 4 parcels of land, 4 bank accounts

€1.4 million

One American

New York

Client required a legal opinion in connection with her entitlement and rights in connection with her mother´s succession pursuant to Italian law.

 

Matter Type: Legal Opinion | Cross-border Probate

Estate: 2 Italian properties, 4 parcels of land, 4 bank accounts

Value of Estate: €1.4 million

Number of heirs: One American

Residency of heirs: New York

Outcome: Client required a legal opinion in connection with her entitlement and rights in connection with her mother´s succession pursuant to Italian law.

Matter Type:

Estate:

Value of Estate:

Number of heirs:

Residency of heirs:

Outcome:

Cross-border disputed probate (multiple heirs/legatees)

25 Italian properties, 2 Italian life policies, 5 Italian bank accounts

€2.25 million

Four heirs| Three legatees

UK and Italy

The succession was completed successfully and the liquid funds divided in accordance with the Italian Will. The clients were subsequently assisted with the sale of some of the properties.

Matter Type: Cross-border disputed probate (multiple heirs/legatees)

Estate: 25 Italian properties, 2 Italian life policies, 5 Italian bank accounts

Value of Estate: €2.25 million

Number of heirs: Four heirs| Three legatees

Residency of heirs: UK and Italy

Outcome: The succession was completed successfully and the liquid funds divided in accordance with the Italian Will. The clients were subsequently assisted with the sale of some of the properties.

Matter Type:

Estate:

Value of Estate:

Number of heirs:

Relevant information:

Outcome:

Due Diligence | Reconstruction of Estate

5 Italian properties, 3 Italian bank accounts

€1.2 million

Two Australia

Client’s late aunt passed away in 1997.

Provided with comprehensive Note of Advice detailing results and clients’ entitlement and rights upon completion of the preliminary due diligence.

Matter Type: Due Diligence | Reconstruction of Estate

Estate: 5 Italian properties, 3 Italian bank accounts

Value of Estate: €1.2 million

Number of heirs: Two Australia

Relevant information: Client’s late aunt passed away in 1997.

Outcome: Provided with comprehensive Note of Advice detailing results and clients’ entitlement and rights upon completion of the preliminary due diligence.

Matter Type:

Property:

Value of Property:

Residency of clients:

Outcome:

Due Diligence | Property Purchase in Italy

Villa in Sorrento

€1,2 million

British

The preliminary due diligence was successfully completed and we assisted our clients (buyers) to bring the matter to a smooth and swift conclusion.

Matter Type: Due Diligence | Property Purchase in Italy

Property: Villa in Sorrento

Value of Property:  €1,2 million

Residency of clients:  British

Outcome: The preliminary due diligence was successfully completed and we assisted our clients (buyers) to bring the matter to a smooth and swift conclusion.