Do you want to create a comprehensive inheritance plan? We will advise you on the key legal, financial, and organizational aspects to consider.
Do you need help drafting a will? Together, we will prepare your will, amendments to shareholders’ agreements, and an “inheritance guide” for your loved ones.
Are you concerned about your family in case of illness or incapacity? We will help you prepare the appropriate powers of attorney to cover such situations.
Have you inherited assets and are unsure what to do next? We will handle the probate procedures for you and assist with the tax settlement.
Are you dealing with a foreign inheritance? We specialize in international inheritance disputes and are experienced in navigating foreign courts and wills.
Facing difficulties in obtaining your rightful inheritance? We will advise you on how to locate and recover the estate, even in complex situations.
The founder of a Polish technology company approached us for support in planning the family succession process. The main objective was to separate asset ownership from financial benefits while securing the family wealth and preparing the company for transfer to the next generation.
We implemented a new ownership structure in which a family foundation in Liechtenstein serves as a protective vehicle for the client’s assets. We carried out a cross-border merger of the client’s Polish company with a new holding company in Liechtenstein. A key aspect of the project was negotiating the foundation’s governing documents with a venture capital fund, a significant investor in the client’s company. In addition, we addressed the client’s relocation plans to Switzerland by analyzing the legal and tax implications under Swiss law.
The co-founder of a Polish gaming company approached us for assistance in setting up a Polish family foundation. The foundation’s purpose was to manage the family’s wealth in the interest of minor children and to protect disabled family members who would not be able to actively participate in managing the foundation in the future. The client wanted to establish mechanisms that would safeguard the interests of these disabled family members and prevent potential abuses by other family members or the foundation’s governing bodies.
Our task was to draft the foundation’s statute in a way that ensured strong protection for disabled family members. As part of the project, we also obtained tax rulings, including a protective GAAR opinion, confirming that both the establishment of the foundation and its use of tax preferences — particularly with respect to the disposal of shares — were compliant with applicable tax regulations.
A Polish client and her minor daughter inherited assets from her late husband, a French citizen. The estate was located in three countries: Poland, France, and the United Kingdom. The third heir was the deceased’s son from a previous relationship, living in France.
We first identified the estate’s assets in each country. We then negotiated the division of assets with the deceased’s son. On behalf of the minor daughter, we submitted an application to the guardianship court for approval of the inheritance division. Finally, we assisted the heirs in completing inheritance formalities and settling taxes in each jurisdiction.
Do you need professional legal advice? Our team of experienced lawyers is ready to provide you with support and expertise in any situation. We believe that every matter deserves an individual approach and the highest standard of legal service.
office@kordialegal.pl
