Italy’s 2025 Supreme Court decision marks a significant shift in a jurisdiction where pre-nuptial agreements have historically received limited judicial attention. This session examines the ruling’s practical implications for international couples and advisors. Speakers will explore how the decision interacts with common-law approaches, what it means for enforceability and expectations in cross-border relationships, and how practitioners can better coordinate planning for families with ties to Italy and other comparative jurisdictions.

Cross-border trust disputes are on the rise, and differing disclosure standards can transform the trajectory of litigation. This session contrasts how civil-law and common-law courts approach disclosure obligations, the assessment of trustee conduct, and the interpretation of “discretion.” Using recent case experience, speakers will consider why outcomes can diverge sharply depending on governing law, forum selection, and local professional practices—and how advisors can navigate these competing frameworks.

Wealth-holding structures continue to defy alignment across jurisdictions, and mismatched tax classifications remain a major source of complexity for internationally mobile families. This Exchange explores how different systems categorise trusts, foundations, LLCs and other wealth-preservation vehicles, and how inconsistencies can create hybrid, double-tax or non-tax results. Drawing on recent Italian rulings involving partnerships and US trusts, speakers will discuss practical coordination challenges and how advisors can anticipate conflicts of characterisation in multi-jurisdictional planning.

As life expectancy rises, capacity issues are becoming central to private client advice. Increasing vulnerability exposes families to risks of financial abuse, mismanagement and asset dissipation. This Exchange examines protective mechanisms, including lasting powers of attorney, guardianship regimes and the strategic use of discretionary trusts - to ensure continuity, governance and asset protection in later life. Speakers will address practical case studies involving wealthy seniors and explore how advisors can pre-empt capacity-related challenges.

Divergent succession regimes generate real risk for buyers, creditors and advisors operating across borders. This session analyses key differences (such as forced heirship versus testamentary freedom) and their knock-on effects for third parties in transactions. Topics include the potential exclusion of claw-back actions against good-faith purchasers under Italy’s proposed reform and the contrasting treatment of estate debts. Speakers will explore how these legal disparities shape liability and certainty in cross-border succession planning.

As global mobility increases, more jurisdictions are deploying anti-departure tax regimes to protect their tax bases, including exit taxes on unrealised gains and long-tail provisions extending liability after a change of residence. This session surveys recent and proposed measures across Europe, the UK and the US, including Belgium’s anticipated regime and the US’s OECD Commentary observation. Speakers will examine how these rules interact, the double-taxation risks they create, and why tight cross-border coordination is now essential for effective outbound planning.