Tag Archive for: succession

6e Journée de droit patrimonial international, Université de Lausanne, 12 Sept 24

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On 12 September 2024, the Centre de droit comparé, européen et international (CDCEI) and the Centre du droit de l’entreprise (CEDIDAC) at the Université de Lausanne are hosting the 6e Journée de droit patrimonial international. The conference will focus on the EU Succession Regulation (no. 650/2012) and the section on international successions of the Swiss Private International Law Act.

The flyer can be found here.

 

Revue Critique de droit international privé – issue 2023/3

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The third issue of the Revue critique de droit international privé of 2023 will be released shortly. It contains a thematic dossier of five articles, as well as several case notes.

The doctrinal part of the volume is entirely devoted to the reflections arising from the symposium held at Université de Tours on January 6, 2023 about notarial practice in international family property law in the Ukrainian context. Under the direction of Dr. Fabienne Labelle (Université de Tours), it explores the role of the notarial profession in the development of private international law during the Ukrainian crisis

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The Final PSEFS Project Event on 20 & 21 October 2020

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We have already reported on PSEFS, that stands for “Personalized Solution in European Family and Succession Law”, a co-funded EU Justice project, on two occasions: here and here.

On Tuesday 20 & Wednesday 21 October 2020 the project leader University of Camerino and its partners are organising the Final PSEFS Project Events to disseminate at the project results and discuss the pressing issues in the area of cross-border implications of couples’ property and succession. Rich programme includes many speakers from justice and academia. The event will take place online and participation is free of charge while registration is mandatory – here.

Most recent project outcomes include:
– handbook available in 5 languages: M.J. Cazorla González, M. Giobbi, J. Kramberger Škerl, L. Ruggeri & S. Winkler (eds.), Property Relations of Cross-Border Couples in the European Union, Napoli, Edizioni Scientifiche Italiane, 2020.
– model documents and guidelines for practitioners in 5 languages: M.J. Cazorla González, L. Ruggeri (eds.), Guidelines for practitioners in cross-border family property and succession law (A collection of model acts accompanied by comments and guidelines for their drafting), Dykinson, 2020.
Both are available via this link at the bottom of the page.

Conference: “Le successioni internazionali in Europa” (International Successions in Europe) – Rome, 13 October 2016

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The Faculty of Law of the University of Rome “La Sapienza” will host a German-Italian-Spanish conference on Thursday, 13th October 2016, on International Successions in Europe. The conference has been convened for the presentation of the volume “The EU Succession Regulation: a Commentary”, edited by Alfonso-Luís Calvo Caravaca (University “Carlos III” of Madrid), Angelo Davì (University of Rome “La Sapienza”) and Heinz-Peter Mansel (University of Cologne), published by Cambridge University Press, 2016. The volume is the product of a research project on “The Europeanization of Private International Law of Successions” financed through the European Commission’s Civil Justice Programme.

Here is the programme (available as .pdf):

Welcome addresses: Prof. Enrico del Prato (Director, Department of Legal Sciences, University “La Sapienza”); Prof. Paolo Ridola (Dean, Faculty of Law, University “La Sapienza”); Prof. Angelo Davì (University “La Sapienza”).

First Session

Chair: Prof. Ugo Villani (University of Bari, President of SIDI-ISIL – Italian Society for International Law)

  • Prof. Javier Carrascosa González (University of Murcia): La residenza abituale e la clausola di eccezione (Habitual Residence and Exception Clause);
  • Prof. Cristina Campiglio (University of Pavia): La facoltà di scelta del diritto applicabile (Choice of the Applicable Law by the Testator);
  • Prof. Erik Jayme (University of Heidelberg): Metodi classici e nuove norme di conflitto: il regolamento relativo alle successioni (Traditional Methods and New Conflict Rules: the EU Regulation Concerning Succession);
  • Prof. Claudio Consolo (University “La Sapienza”): Il coordinamento tra le giurisdizioni (Coordination between Jurisdictions).

Second Session

Chair: Prof. Sergio Maria Carbone (University of Genova)

  • Prof. Peter Kindler (University of Munich): I patti successori (Agreements as to Succession);
  • Round Table: The European Certificate of Succession
    Introduction: Prof. Claudio Consolo (University “La Sapienza”);
    Participants: Dr. Ana Fernández Tresguerres (Notary in Madrid); Dr. Paolo Pasqualis (Notary in Portogruaro); Dr. Fabian Wall (Notary in Ludwigshafen).

Concluding remarks: Prof. Sergio Maria Carbone (University of Genova).

(Many thanks to Prof. Fabrizio Marongiu Buonaiuti, University of Macerata, for the tip-off)

Conference: EU Cross-Border Succession Law (Milan, 4 March 2016)

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Conference_logoThe University of Milan will host on 4 March 2016 the final conference of a project co-funded by the Civil Justice Programme of the EU: “Towards the Entry into Force of the Succession Regulation: Building Future Uniformity upon Past Divergencies“.

The project, lasting from April 2014 to March 2016, focuses on the impact of Regulation 650/2012 on national legal systems and the related national and European case law with the aim of assessing the changes that it introduces to legal practice, arising awareness within the legal professionals (notaries, lawyers and court judges), providing training and disseminating information in order to promote future uniformity in the application of its provisions. Video footage of the conferences and seminars organized in the frame of the project are available on its website, as well as a database of caselaw and legislation related to succession matters.

The sessions of the final conference will be held in English and Italian (with simultaneous interpreting). Here’s the programme (available as a .pdf file):

Welcome addresses – Presentation of the Project

  • Stefania Bariatti (Univ. of Milan)
  • Domenico Cambareri (Notary in Milan)
  • Petra Jeney (EIPA, Luxembourg)

SESSION 1: Scope and definitions. Chair: Alegría Borrás (Univ. of Barcelona)

  • Introduction to the Regulation and to Its Scope, Domenico Damascelli (Notary in Turi and Univ. of Salento)
  • The Definition of “Succession” and Habitual Residence Within the Meaning of the Regulation (EU) 650/2012, Peter Kindler (Ludwig-Maximilians-Universität München)

SESSION 2: Applicable law. Chair: Roberta Clerici (Univ. of Milan)

  • Applicable Law: Choice of Law, Ilaria Viarengo (Univ. of Milan)
  • Agreements as to Successions, Jacopo Re (Univ. of Milan)
  • Public Policy and Overriding Mandatory Rules, Francesca C. Villata (Univ. of Milan)
  • Renvoi, Luigi Fumagalli (Univ. of Milan)
  • Practice Paper, Daniele Muritano (Notary in Empoli)

SESSION 3: Jurisdiction and recognition. Chair: Alexandra Irina Danila (Notary in Romania)

  • Jurisdiction: General Rules and Choice of Court, Ilaria Queirolo (Univ. of Genoa)
  • Jurisdiction: Other Grounds, Stefania Bariatti (Univ. of Milan)
  • Recognition of Judgments, Stefano Dominelli / Francesco Pesce (Univ. of Genoa)
  • European Certificate of Succession: First Remarks concerning its Application, Carlo Alberto Marcoz (Notary in Turin)

SESSION 4: Round Table: The Impact on Member States and Third Countries. Chair: Stefania Bariatti (Univ. of Milan)

  • Isidoro Calvo Vidal (Notary in Coruña)
  • Cyril Nourissat (Univ. Jean Moulin Lyon 3)
  • Peter Kindler (Ludwig-Maximilians-Universität München)
  • Andrew Godfrey (Russell-Cooke, London)
  • Paul Beaumont/Jayne Holliday (Univ. of Aberdeen)

Further information and the registration form are available on the conference’s webpage.

EU Regulation on Succession and Wills Published in the Official Journal

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The EU regulation on succession (see our most recent post here) has been published in the Official Journal of the European Union n. L 201 of 27 July 2012. The official reference is the following: Regulation (EU) No 650/2012 of the European Parliament and of the Council of 4 July 2012 on jurisdiction, applicable law, recognition and enforcement of decisions and acceptance and enforcement of authentic instruments in matters of succession and on the creation of a European Certificate of Succession (OJ n. L 201, p. 107 ff.).

Pursuant to its Art. 84(2), the regulation shall apply from 17 August 2015, to the succession of persons who die on or after the same date (see Art. 83(1)). Denmark, Ireland and the United Kingdom did not take part in the adoption of the instrument and are not bound by it.

Our friend Federico Garau, over at Conflictus Legum, provides an excellent summary of the main principles underlying this new piece of EU PIL legislation. A rich list of references on the regulation and its legislative history is pointed out by Pietro Franzina, at the Aldricus blog.

JHA Council (7-8 June 2012): EU Regulation on Successions and Wills Adopted – General Approach on Brussels I Recast – CESL

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The Justice and Home Affairs (JHA) Council of the EU, currently holding its meeting in Luxembourg (7-8 June), adopted today the successions regulation (Regulation on jurisdiction, applicable law, recognition and enforcement of decisions, acceptance and enforcement of authentic instruments in matters of succession and on the creation of a European certificate of succession): see the Council’s note and RAPID press release. The final text can be found in doc. no. PE-CONS 14/12.

Denmark, Ireland and the United Kingdom do not participate in the regulation, pursuant to the special position they hold in respect of the Area of Freedom, Security and Justice, while Malta voted against the adoption, expressing concerns on the uncertainty that the new rules will create in the legal regime of international successions, vis-à-vis current Maltese law (see the Maltese statement in the Addendum to Council’s doc. no. 10569/1/12).

As pointed out in a previous post, an agreement had been reached by the Council and the Parliament in order to adopt the new instrument at first reading: a history of the legislative procedure, along with the key documents, is available on the OEIL and Prelex websites. Once the regulation is published in the OJ, the whole set of Council’s documents relating to the procedure, currently not available, will be disclosed. An interesting reading on the legislative history can also be found on the IPEX website, which gathers the opinions of national parliaments of the Member States on draft EU legislation.

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Two other PIL items are set on the agenda of the JHA meeting on Friday 8 June. The Council is expected to approve a general approach on the Brussels I recast (see the state of play in Council’s doc. no 10609/12 and the draft text set out in doc. no 10609/12 ADD 1), and to hold a debate on the orientation and the method to handle the further negotiations on the proposal for regulation on a Common European Sales Law (CESL). As regards the latter, here’s an excerpt from the background note of the meeting:

The first discussions on the [CESL] proposal have made it clear that this file entails divergences among member states. Several member states had therefore requested that a political debate at the level of the Council takes place before proceeding further with technical discussions.

To this end, the Presidency submits a discussion paper to the Council (10611/12) proposing that  ministers address questions related to the legal basis and the need for the proposal, its scope (focus  on sales contracts concluded on-line) and whether to start work on model contract terms and conditions.

European Parliament Adopts Succession Proposal at First Reading

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The European Parliament adopted today a legislative resolution at first reading on the regulation on successions (see the Declaration by the Danish Presidency of the Council and the background note).

Amendments to the initial Commission’s Proposal were drafted and discussed in the EP’s JURI Committee (rapporteur: Kurt Lechner), that adopted a report on the regulation in its meeting of 1st March 2012, reflecting the agreement reached by the Parliament and the Council. Latest available document in the Council’s register is doc. n. 6925/12 of 24 February 2012 (consolidated text confirmed by Coreper).

The text adopted by the EP will be available soon on this page (UPDATE: provisional edition). According to current information, the final vote on the Regulation by the Council should be scheduled before the end of the Danish Presidency (30 June 2012).

Convergence and Divergence in Private International Law – Liber Amicorum Kurt Siehr

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As we pointed out in a previous post, a very rich collection of essays in honor of Prof. Kurt Siehr on his 75th birthday has been recently published by Eleven International Publishing and Schulthess, under the editorship of Katharina Boele-Woelki, Talia Einhorn, Daniel Girsberger and Symeon Symeonides: Convergence and Divergence in Private International Law – Liber Amicorum Kurt Siehr. A previous Festschrift was dedicated to Prof. Siehr in 2000: “Private Law in the International Arena – From National Conflict Rules Towards Harmonization and Unification: Liber amicorum Kurt Siehr” (see Google Books).

Here’s the table of contents:

Part I: General Aspects of PIL Law-Making.

  • Talia Einhorn, American vs. European Private International Law – The Case for a Model Conflict of Laws Act (MCLA);
  • Peter Hay, Comparative and International Law in the United States – Mixed Signals;
  • Herbert Kronke, Connecting Factors and Internationality in Conflict of Laws and Transnational Commercial Law;
  • Jim Nafziger, Democratic Values in the Choice-of-Law Process;
  • Anton K. Schnyder, Keine Berührungsangst des Schweizerischen Bundesgerichts im Umgang mit Eingriffsnormen;
  • Frank Vischer, ‘Revolutionary ideas’ and the Swiss Statute on Private International Law;
  • Jun Yokoyama, Renvoi in Japanese Private International Law.

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Swiss Institute of Comparative Law: Programme of the Conference on the EU’s Proposal on Succession

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As we anticipated in a previous post, on Friday, 19th March 2010, the Swiss Institute of Comparative Law (ISDC) will host the 22nd Journée de droit international privé, organised in collaboration with the University of Lausanne (Center of Comparative Law, European Law and International Law – CDCEI). The conference will analyse the Commission’s Proposal on Succession: “Successions internationales. Réflexions autour du futur règlement européen et de son impact pour la Suisse”.

Here’s the programme:

Première session (09h00) – La proposition de règlement européen

Ouverture de la journée: Christina Schmid (director a.i., ISDC); Andrea Bonomi (director, CDCEI, Univ. of Lausanne)

Chair: Lukas Heckendorn Urscheler (Head of Legal Division, ISDC)

  • Mari Aalto (national expert, European Commission, DG FSJ): Introduction au projet européen en matière de succession;
  • Paul Lagarde (Univ. of Paris I): Les grandes lignes de la future réglementation européenne: l’approche unitaire et le rattachement à la résidence habituelle;
  • Andrea Bonomi (Univ. of Lausanne): Le choix de la loi applicable à la succession;

Discussion.

Chair: Andrea Bonomi (Univ. of Lausanne)

  • Olivier Remien (Univ. of Würzburg): La validité et les effets des actes à cause de mort;
  • Richard Frimston (Partner, Russell-Cooke LLP): The scope of the law applicable to the succession, in particular the administration of the estate;
  • Eva Lein (British Institute of International and Comparative Law): Les compétences spéciales dans la proposition de Règlement;

Discussion.

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Deuxième session (14h00) – Round Table: L’impact du futur règlement sur le droit suisse

Chair: Andreas Bucher (Univ. of Geneva)

  • Peter Breitschmid (Univ. of Zurich)
  • Florence Guillaume (Univ. of Neuchâtel) (invited)

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Troisième session (15h30) – Round Table: La reconnaissance des certificats d’héritiers

Chair: Christina Schmid (ISDC)

  • Andreas Fötschl (Univ. of Bergen and ISDC)
  • Paolo Pasqualis (notary in Venice, Council of the Notariats of the European Union – CNUE) (invited)
  • Franco del Pero (notary in Morges)

The conference will be held in French, English and German (no translation is provided).

For further information (including fees) see the conference’s programme and the registration form, available on the ISDC’s website.

(Many thanks to Prof. Andrea Bonomi)