Opus IPP™

Opus Inheritance Planning Program – Opus IPP™

Planning of intergenerational succession is a new, but extraordinarily important phenomenon in Polish economic reality. It involves the necessity of solving a number of delicate issues, e.g. family, business and tax matters. The correct and appropriately early planning of succession, the choice of adequate legal tools, as well as professional supervision of succession plan implementation may ensure the next generation fluent takeover of the family business, and the predecessors’ influence on the way and results of transferring the business.

OpusLegal team takes into account all aspects of planning generational succession. We focus not only on effective use of available legal tools (e.g. family foundations, trusts, investment funds), but we also support the long-term planning of policies to do with running family business. Together with the specialists from OpusTax and OpusTrust we offer solutions that decrease fiscal costs of the generational change. We also advise on how to conduct a long-term and multiple stages process of transferring the business to the new generation, while preparing the plans of succession.