Heritage, Trusts, Succession
Lerro&Partners has built up extensive experience in matters relating to the management of assets, in particular with regard to property regulations and succession planning.
We have been among the first law firms in Italy to introduce the concept of "family office", which has been developed and managed on behalf of several families and estates. Lerro&Partners regularly deals with issues concerning investments in securities and real estate, as well as disputes concerning private banking relationships and property management.
In addition, L&P has established a significant expertise in the field of internal trust, a legal instrument of estate planning aimed to preserve and/or transfer the wealth and protect your assets. Our practice assists clients from the conception stage of the trust, dealing with the establishment and organization, verifying the implementation of the wishes of the settler, to the trustee and planning the allocation of assets to the beneficiary.
We have been involved in matters of inheritance, division, contesting of wills, disputing management acts. In these cases, we have always suggested alternative disputes resolution to the client, emphasizing the time factor and trying to explore every possible solution to ensure a good balance between cost and benefit.