Italian Estate Planning Seminar & Workshop

Sunday, November 15, 2026

Starting at 10:30am

Location - in person only
The Major Hotel
Via di S. Maria Maggiore, 143 - 00184 Rome

Come with questions. Leave with a plan.

You're invited to join this in person only estate planning seminar and workshop, featuring guest speakers Nick Metta and Raffaella Cuomo, lawyers with the Italian law firm Studio Legale Metta.

 

Educational Seminar

Limited to 50 participants

• Italian and international succession rules.
• Choice of law and Italian forced heirship.
• Assets in different countries and multiple nationalities.
• Italian will versus foreign will.
• Trust and alternative planning tools.
• Common estate planning mistakes.
• Inheritance taxes and tax-efficient strategies.
   

Small Group Will Workshop - optional add-on

Limited to 8 places, each for an individual or couple

Work with legal experts to review your family circumstances, assets, nationality, choice of law and succession objectives, with the aim of preparing your own will. Participants can complete a confidential questionnaire in advance so that their circumstances can be reviewed before the session.

This is not another presentation. It is a working session.

 

EARLY REGISTRATION BONUS

Register by October 25 and receive the digital Italian Estate Planning Workbook

Includes information on Italian Wills, Powers of Attorney and Medical Directives

 Speakers

Nick Metta Partner, Studio Legale Metta

Raffaella Cuomo Senior Associate, Studio Legale Metta

 Agenda

 

10:30–11:00	Check-in and welcome coffee
11:00–12:00	Estate Planning Seminar (including Q&A)
12:00–12:30	Break with light refreshments
12:30–13:30	Will Workshop (optional add-on)

What seminar attendees get for €75

• Plain-English explanations of Italian inheritance taxes, forced heirship, and how wills from different countries fit together.
• An overview of wills, powers of attorney, and medical directives, with practical examples.
• Take-home materials: will templates, sample clauses, checklists, and samples for powers of attorney and medical directives.
• A clearer understanding of planning options, common mistakes, and practical ways to address them.
• The opportunity to submit questions in advance. The experienced lawyers will answer them during the seminar or follow up directly by email.
• Time for general questions and answers.
• Welcome coffee at registration and an aperitivo after the seminar, with time to meet the speakers and other attendees. 

What workshop participants get for an additional €160

• A small-group session with three estate lawyers assisting a maximum of eight families.
• A questionnaire to complete beforehand, so the lawyers can review their circumstances and wishes in advance.
• Personalized legal guidance focused on their situation.
• For suitable cases, a personalized set of will clauses, arranged in order, with instructions for completing and handwriting their will at home.
• For more complex situations, specific recommendations and actionable next steps to move their estate planning forward.
• Time to discuss their questions directly with a lawyer.

Photography and Recording Notice and Consent. Full policy here.

You can pay using a credit/debit card or a PayPal account (if you have one).  Please click below to choose your preferred option.

After you complete your registration, please check your spam folder if you do not receive the automated confirmation email in your inbox.