SUCCESSION PLANNING
Succession planning is a conscious management of the future of one's assets and businesses aimed at smooth generational exchange. It is preceded by legal and financial analyses of business standing. Such planning involves transformations of business entities, preparation of wills, deeds of gift, marital property agreements and life insurance policies.
Services offered:
Our services in the range of succession planning are directed to business owners (including partners of civil and capital partnerships and companies) as well as other people interested in getting secured in case of their death. Basic services within the scope of succession planning are as follows:
- analysis of the standing of an entrepreneur / business person, preparation and development of a report and succession plan,
- preparation and development of wills, marital property agreements, deeds of gift,
- conducting required changes and transformations of business entities,
- preparation of insurance policies.
1
Legal and financial analyses of business standing
2
Transformations of business entities
3
Wills, deeds of gift, marital property agreements
4
Life insurance policies
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