Succession advisory | Kancelaria Krotoski Adwokaci

Succession advisory

Inheritance matters, estate succession, and planning for the future of a business and family are among the most personal and complex areas of law. They involve not only legal issues, but also family relationships, emotions, and responsibility for a lifetime’s achievements and their future.

M. Krotoski Adwokaci i Radcy Prawni is a third- and fourth-generation law firm that has supported clients for many years in matters of inheritance, estate planning, asset structuring, and the transfer of family businesses. We advise from the perspective of individuals who have personally gone through the process of succession in a family business, which allows us to understand how complex and sensitive the decisions in these areas can be. We combine legal expertise with practical succession experience, offering clients advice grounded in knowledge, insight, and real-world experience—so that legal solutions serve both the family and the business not only today, but for generations to come.

To whom our services are offered

Entrepreneurs and their families:

we analyze the legal and organizational situation of the business, including assessing its ability to continue operating in the event of the owner’s death, long-term incapacity, or other unforeseen circumstances;
we plan asset and business succession, taking into account family, legal, tax, and organizational factors;
we develop tailored succession strategies aligned with the owner’s objectives and the specifics of the business;
we prepare businesses for succession processes through operational reorganization, including changes to legal form, ownership structuring, demergers or mergers, and the separation of private and business assets;
we recommend and implement changes to the company’s management model, including preparing the business for a transition of control to the next generation or to external managers;
we draft and coordinate legal documentation related to succession and estate planning, including wills, family agreements, donation agreements, sale agreements, shareholders’ agreements, and other instruments tailored to the client’s situation;
we provide legal and tax advice on the establishment and operation of family foundations, including assessing their suitability, preparing founding documents and internal regulations, transferring assets, and offering ongoing support;
we assist in planning and executing alternative succession scenarios, including the sale of the business to an external investor, a management buyout, the appointment of an external manager, or an orderly wind-down of operations;
we advise on the protection and structuring of private and family assets, including the design of holding and ownership structures;
we handle inheritance matters relevant to the continued operation of the business, including proceedings for the acquisition and division of an estate.