Farm/Ranch Estate and Transition Planning
Workshop Curriculum Files
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.
- 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