Family foundation in practice – training

Today, an online training course entitled ‘Family Foundation in Practice – Legal and Tax Aspects’ is being held, organised by C.H.Beck Publishing House.

The event is aimed at professional attorneys, lawyers, entrepreneurs and individuals planning the succession of family assets. Participants will have the opportunity to learn about key issues related to the creation and operation of family foundations in Poland, from both a legal and tax perspective.

 

The training will be conducted by experts from the RKKW Law Firm:

Karol Maciej Szymański – Managing Partner

Piotr Letolc – Partner, attorney

Maria Anna Czaińska – Counsel, attorney-at-law

Anna Urbaniak – Associate, attorney

and from the LibraTax Szczepanik&Szachowicz Law Firm:

Marek Szczepanik – Partner, tax advisor

 

The meeting will cover the following topics, among others:

  • How to effectively plan succession in a family business and minimise the risk of conflicts?
  • Advantages and potential risks associated with establishing a family foundation in Poland.
  • Step by step: the procedure for establishing a family foundation and important aspects of registration.
  • The organisational structure of a foundation – the founder’s powers, the role of beneficiaries.
  • Rules for the foundation’s performance of services for beneficiaries.
  • Permissible economic activity of a family foundation.
  • Key tax issues related to the functioning of a foundation.
  • Impact of a family foundation on inheritance law.
  • Safe termination of a family foundation’s activities.

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