Succession & Estate Planning Kickoff Seminar for Farm Businesses
We encourage farm owner managers and potential entrants to the business to participate in this seminar for an introduction to important concepts in succession and estate planning.
You will learn:
- Why planning is critical to succeeding when a new generation joins the management team or take control of the farm business - About the legal issues surrounding asset preservation in estate and transfer planning - Communication tactics to use for building strong working relationships across the generations - Who can help you develop an estate and/or succession plan that fits your farm
Topics: - Preserving Farm Assets for Future Generations - Legal Issues to Address in Estate and Farm Business Succession Planning - Communicating to Build and Strengthen Working Relationships
Speakers: Timothy Moag - Freed, Maxick & Battaglia, CPAs PC
Steven Walker - Scolaro, Fetter, Grizanti, McGough & King, PC, Attorneys & Counselors at Law
Erica Leubner, MSW - NY FarmNet Farm Family Consultant
A series of workshops to help participants clarify their goals, identify a planning team to assist in achieving retirement, succession or estate planning and learn skills for communicating ideas to heirs or successors will be offered following this seminar.
Accommodations for persons with disabilities may be requested by calling 585-786-2251 no later than 10 days prior to event to ensure sufficient time to make arrangements. Requests received after this date will be met when possible.
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