Farm/Ranch Estate and Transition Planning

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Workshop Curriculum Files

• Introductions and Overview
• Effective Communication
• Conducting Business Meetings
• Planning with Intent (Values, Vision, and Goal Setting)
• Multigenerational Strategic Business Planning
• Financial Analysis
• Retirement Planning
• Wants, Needs, Expectations, and Fears
• Business Entities and Implications
• Transfer and Succession Plans
• Estate Planning Tools and Considerations
• Critical Path Forward
• Worksheets

The information provided is for educational purposes only. Please consult a licensed accountant and/or attorney for all legal and tax information. Updated December 2023.