Legacy

Legacy Conference

Thank you for attending the Legacy Conference. For your convenience, here are pdf versions of the presentations you will be viewing.

 

The Foundation of a Succession Plan
Three Ring Binder Contents 
Farm Management Proficiency Test
Building a Succession Plan Handout
Case Study Information
Dick Wittman, Wittman Consulting & Idaho Farmer

The Best Entity for Estate Tax Planning
Paul Neiffer, CliftonLarsonAllen

Avoid These 5 Common Estate Planning Mistakes
Polly Dobbs, Dobbs Legal Group

My Kids Want Me Out, But I'm Not Ready to Go!
Rena Striegal, Transition Point Business Advisors

Getting the Next Generation Involved in Farm Management
Austin Burby, CPA, Tax Manager, CliftonLarsonAllen

Nurturing Your Farm and Agribusiness for Genrations
Diann Andrews, Chuck Dierks, Dennis Henks, Art Littlefield, Megan Spain and Tim Veazey, Lincoln Financial Advisors Agribusiness Services

Tax and Legal Strategies For Family Farm Transitions
Paul Neiffer, CliftonLarsonAllen
Polly Dobbs, Dobbs Legal Group

Setting the Stage for Transition: Expectations, Boundaries and Timelines
Rena Striegel, Transition Point Business Advisors

 

 

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