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6.2. Private Clients (Part I). Wealth Transfer Planning: Special Aspects of Succession Planning in Different Jurisdictions

Thursday, 16 May
09:30 - 11:30

Hall #2, General Staff Building (6-8, Dvortsovaya sq.)

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The capital has been actively accumulated in Russia over last 30 year. Now it’s concentration in Russia is extremely high. Forbes reports that Moscow is ranked 3rd in the list of cities by number of billionaires in the world. That period was also the time when consumers’ preferences which are ordinary for the owners of capital (foreign private property, private jets and yachts) have been formed. Families owning the capital have been growing alongside with such capital, with the geographical spread of family members and assets being expanded.

It is only natural that all this and the time passing by has triggered special attention to family law matters which may arise in various jurisdictions as well as planning of the estate transfer (which can be quite a complex structure) to heirs.

The event’s speakers will review the most crucial aspects of succession planning and family law matters in Great Britain, Austria, Spain, Italy, Lichtenstein, the U.S., France, Switzerland, Cyprus and a few more countries, taken from an hypothetical example of one  capital (the case study).

In the first part of the discussion the following questions will be discussed:

  • applicable law;
  • inheritance of different types of property;
  • mandatory Portion (Portia Legitima);
  • inheritance by minor heirs;
  • tax aspects;
  • hereditary foundations, trusts, actuarial plans, and other succession instruments.

Moderator

Mark Rovinskiy

Partner, Ivanyan & Partners, Russian Federation

Speakers

Holger Bielesz

Partner, Wolf Theiss Attorneys-at-Law, Austria

Jean-Francois Humbert

President, National Council of the notariat, France

Konstantin Korsik

President, Federal Notary Chamber, Russian Federation

Biography

2014 – till present

President, Federal Notarial Chamber

2013 – till present

Chairman of the Coordination and Methodology Board of the Notarial Chambers of the Central Federal District

2011 – till present

President, Notarial Chamber of the City of Moscow

2003 – till present

Chairman of the Management Board of the “Institute for the Advancement of Notarial Service” Endowment

2002 – 2011

Chairman of the Government Relations Commission, Notarial Chamber of the City of Moscow

1997 – till present

Notary Public of Moscow, private practice

1986 – 1992

Service in the Armed Forces of the USSR

 

Konstantin Korsik is a highly experienced practicing notary, who successfully combines professional work with service in the capacity of expert and administrator as the leader of Russia’s notarial community.

Mr. Korsik is a winner of Russia’s highest juridical award, the Themis Award, in the Notarial Service category. Konstantin Korsik has contributed significantly to the development and improvement of the notarial institution in Russia. He is a winner of the highest award of the Ministry of Justice of RF: the Koni Medal.

Guglielmo Maisto

Founding Partner, Maisto e Associati, Italy

Olivier Peclard

Partner, Bonnant & Partners, Switzerland

Sergey Potapeyko

Vice President - Head of Private Banking Department, Gazprombank Joint-stock Company

Costas Savva

Partner, Taxatelier, Cyprus

Emma-Jane Weider

Managing Partner, Maurice Turnor Gardner, United Kingdom


* The Programme may be subject to change