An invitation to a meeting: Family Foundation – legal and tax aspects, Katowice, 07.03.2023

Dear Sir or Madam,

The Family Foundations Act of 26 January 2023 implemented a new legal institution to the Polish law, an institution which may change the manner of assets management in family businesses.

The major issues related to legal and tax aspects of a family foundation will be discussed during a meeting to be held on 07.03.2023 in Katowice.

Registration for the meeting is available HERE. 

The agenda of the meeting will include the following items:

  • what is a family foundation?
  • issues related to collaterals
  • shaping the foundation on an individual basis
  • family foundations and business activity
  • exemption from income tax
  • inheritance and gift tax
  • who can be a founder?
  • information about foundation assets
  • who can be a beneficiary?
  • what is necessary to establish a foundation?
  • what are the foundation bodies? A brief outline of managing board and general meeting of beneficiaries

Frame plan:

8:30 Registration of Participants
9:00 – 10:00 Part I: Legal aspects
10:00 – 10:15 Break
10:15 – 11:15 Part II: Tax aspects
11:15 – 12:00 Q&A

Date: 7 March 2023, registration of participants from 8:30 Meeting: 9:00 – 12:00 (including a coffee break)

Cost of participation: PLN 99.00 net/person (PLN 121.77 gross)

Venue: Vienna House Hotel, Katowice, ul. Sokolska 24

You are very welcome to attend!