Family foundation and inheritance. Opportunities and threats.

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Mariański Group

Published on Feb 22, 2024
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Is a family foundation a recipe for a successful transfer of a family business without the problems of inheritance? A family foundation is a tool that allows you to accumulate and secure assets and pay benefits to beneficiaries. The changes introduced in the area of ​​inheritance law serve to implement this fundamental function. They allow you to limit the destructive role of the compulsory portion, which is not conducive to building companies for generations. During the webinar organized together with the Institute of Accounting and Tax Consulting / @dorotaiadammarianscy and FirmyNaPokolenia, we discussed the topic of a family foundation in the context of inheritance and raised the following issues: • Is a will a solution that allows you to secure inheritance processes in a company? • Why can a compulsory portion undermine the company's position? • What can a transfer of shares in a company to a family foundation look like? • What are the possibilities of limiting the compulsory portion when contributing property to a family foundation? The webinar was led by attorney Anita Pardej Legal advisor, responsible for restructuring enterprises run as sole proprietorships and companies in the context of succession and reorganization of assets. She deals with the processes of mergers, transformations and divisions of enterprises, taking into account their tax consequences. Manager for Family Businesses at Mariański Group. attorney Magdalena Grzywaczewska-Łuczkowska Legal advisor, Manager of the Legal Team at Mariański Group. She has many years of experience as an in-house lawyer. She specializes in the current service of individual entities and corporate service of enterprises, in particular in the field of consulting in current operations. Author and co-author of publications in the field of restructuring law. We invite you to the FirmaNaPokolenia Community - www.firmynapokolenia.pl/apply #fundacjarodzinna #spadek #spadkobranie #zachowek #biznes #firmarodzinna

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