Turim at the IV International Congress on Estate and Succession Planning

The IV International Congress on Estate and Succession Planning brought together Gustavo Lutfi and Marcelo Bandeira de Mello, partners of Turim’s Wealth Solutions team, on 15 and 16 October 2026. The event, held by the São Paulo chapter of the Brazilian Bar Association (OAB SP), gathered national and international specialists to discuss the main challenges and trends in estate and succession planning, against a backdrop of regulatory and tax change and the growing complexity of family structures.

The programme covered tax reform, the governance of family businesses, international succession planning, trusts, holdings and asset protection strategies.

The themes in debate

Over the two days, the programme covered the main fronts of contemporary estate and succession planning.

Succession and family law
The keynote lecture by Flávio Tartuce addressed the reform of the Civil Code and its effects on succession planning. Gladston Mamede presented prenuptial and cohabitation agreements as the current frontier of estate planning, and Danielle Lopes discussed the structuring of testamentary provisions. Adriane Pacheco examined families with international ties, with attention to matrimonial property regimes, marital agreements and the dissolution of the marital bond.

International and offshore structures
Alessandro Fonseca addressed fiduciary instruments and other international tools, and Norberto Martins traced trusts from establishment through succession. David Silva presented foreign private foundations in light of Law 14,754/2023, a topic revisited by Erlan Valverde in the discussion on whether to keep an offshore structure under the new law. Domingos Rodrigues covered asset protection in the United States in relation to the estate tax.

Tax reform
Caio Melo presented the accounting reading of the reform as applied to real estate, Elielton Souza discussed its effects on agribusiness, and Jonatas Albino addressed the taxation of company shares in the landscape that follows the reform.

Holdings
Mariana Arteiro presented the clauses she considers essential to sustain a family and patrimonial structure over time.

Technology
Viviane Lanza addressed artificial intelligence applied to estate planning.

Why Turim takes part

For Turim, taking part in gatherings like this is an opportunity to follow the sector’s transformations, exchange experiences with specialists and deepen its knowledge of the themes that shape the estate and succession planning of its clients. It is part of the Wealth Solutions work that sits at the core of the relationship the firm builds with each family.

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FAQ

What was discussed at the IV International Congress on Estate and Succession Planning?
Tax reform, the governance of family businesses, international succession planning, trusts, foreign private foundations, holdings, asset protection and the use of artificial intelligence in planning, amid growing complexity in family structures.

When and by whom was the congress held?
On 15 and 16 October 2026, by the São Paulo chapter of the Brazilian Bar Association (OAB SP).

Who represented Turim at the congress?
Gustavo Lutfi and Marcelo Bandeira de Mello, partners of Turim’s Wealth Solutions team.

What is estate and succession planning?
It is the legal, tax and family organisation of wealth, to guide how it is managed during one’s lifetime and passed between generations. At Turim, it is part of the Wealth Solutions area.