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Succession & Estate Planning Kickoff Seminar

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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Event Coordinator: Joan Sinclair Petzen Host County: Northwest NY Dairy Livestock and Field Crops Program
Location: Quality Inn, 8250 Park Road, Batavia, NY 14020
Event Date Registration Opens Registration Ends Cost: Varies
January 24, 2018       Add to My Calendar December 21, 2017 January 23, 2018 CLOSED
 

 

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