News / Blog

Legacy Project Workshops Focus on Farm Succession Plans
June 5, 2015

Your farm’s succession plan is important, but it is hard to make it urgent. You can do just that by attending a Farm Journal Legacy Project Workshop later next month.

Each workshop will feature three speakers that will cover the vital ins and outs of succession and estate planning.

Here are just a few of the topics they speakers will cover:

  • Taking inventory of your current situation
  • Having critical conversations with key stakeholders
  • Identifying ways to involve on-farm and off-farm heirs
  • Reducing your estate tax risk
  • Planning and executing a family meeting
  • Building a post-retirement cash flow
  • Identifying the proper legal structure for your business
  • Creating and managing a collaborative succession planning team

Here are the dates, details and speakers:

Monday, July 6 – Loveland, Colo.

Embassy Suites Loveland
4705 Clydesdale Parkway
Loveland, CO 80538

  • Davon Cook, Ag Progress LLC
  • Paul Neiffer, Farm Journal Legacy Institute Advisory Team, Clifton Larson Allen
  • Peter Scott, Coan, Payton & Payne, LLC

Tuesday, July 7 – Lexington, Neb.

Holiday Inn Express & Suites
2605 Plum Creek Parkway
Lexington, NE 68850

  • Johnne Syverson, Farm Journal Legacy Institute Advisory Team, Transition Point Business Advisors
  • Paul Neiffer, Farm Journal Legacy Institute Advisory Team, Clifton Larson Allen

Thursday, July 9 – Watertown, S.D.

Watertown Event Center
1901 9th Avenue SW
Watertown, SD 57201

  • Johnne Syverson, Farm Journal Legacy Institute Advisory Team, Transition Point Business Advisors
  • Paul Neiffer, Farm Journal Legacy Institute Advisory Team, Clifton Larson Allen
  • Thomas Linngren, Green Roby Oviatt, LLP

Friday, July 10 – Clear Lake, Iowa

Best Western Holiday Lodge
2023 7th Avenue N
Clear Lake, IA 50428

  • Johnne Syverson, Farm Journal Legacy Institute Advisory Team, Transition Point Business Advisors
  • Paul Neiffer, Farm Journal Legacy Institute Advisory Team, Clifton Larson Allen
  • David Repp, Dickinson Law


Wednesday, July 22 – Paducah, Ky.

Walker Hall Events Center
229 Madison Street
Paducah, KY 42001

  • Alan Richardson, Transition Point Business Advisors
  • John Gorman, Clifton Larson Allen
  • Elizabeth Ann Wieneke, Whitlow, Roberts, Houston & Straub, PLLC

Launched in 2010, Farm Journal Legacy Project workshops help families begin the process of transitioning their family farm to the next generation. The Legacy Project workshops offer hands-on training with you hearing from three speakers who are experts in succession planning, tax and legal issues. Also, you will use a step-by-step workbook to assist in your readiness and help with implementation of your plan.

Click here to see more about the Farm Journal Legacy Project.

Source: AgWeb.Com

 



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