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Farm Business Succession & Estate Planning

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Farm Business Succession & Estate Planning. Dave Goeller Deputy Director North Central Risk Management Center Transition Specialist University of Nebraska 402 472 0661 [email protected] Team. Bob Parsons, U. of Vermont Jesse Richardson, Virginia Tech Jeff Johnson, Texas Tech

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farm business succession estate planning

Farm Business Succession & Estate Planning

Dave Goeller

Deputy Director

North Central Risk Management Center

Transition Specialist

University of Nebraska

402 472 0661

[email protected]

slide2
Team
  • Bob Parsons, U. of Vermont
  • Jesse Richardson, Virginia Tech
  • Jeff Johnson, Texas Tech
  • Marsh Goetting, U. of Montana
  • John Baker, Iowa State
  • Dave Goeller, U. of Nebraska
contributors
Contributors
  • Norm Dalsted, Colorado State
  • Gary Hachfeld, U. of Minnesota
  • Mike Sciabarrasi, U. of New Hampshire
  • Roger McEowen, Iowa State
  • Steve Richards, Cornell University
  • Danny Klinefelter, Texas A & M
what are the topics1
What are the Topics?

Goals Long-Term Care

Estate Planning Financial Analysis

Business Entities Values

Retirement Missions Statements

Gifting Strategic Business Plans

Wills & Trusts Management Transfer

Communication Fair vs Equal

Decision Making Farm Business Meetings

Conflict Resolution Legal Issues

Titling of Assets Motivation

Taxation Insurance

what are the topics2
What are the Topics?

People IssuesTechnical Issues

what are the topics3
What are the Topics?

People IssuesTechnical Issues

Communication Estate Planning

estate planning key questions
Estate Planning Key Questions
  • What do you own?
  • How is it Titled?
  • Who do you want to give it to?
  • When do you want to give it to them?
  • How long do you want to exert control?
  • What about Long Term Care?
time management matrix

Urgent

Not Urgent

Important

Not Important

Time Management Matrix
resources
Resources
  • David Goeller, UNL Farm Transition Specialist
  • Joe M. Hawbaker, Attorney at Law
  • Nebraska Farm Hotline
    • Phone 800-464-0258
credits
Credits
  • David Aiken, Attorney at Law,
    • UNL Ag Econ Department
    • Phone: 402-472-1848
  • John Baker, Attorney at Law
    • Iowa State University
    • Director of the Iowa Beginning Farmer Center
    • 800 447 1985
  • Roger A. McEowen, Attorney at Law
    • Iowa State University
    • Associate Professor of Agricultural Law
    • Phone: 515 294 4076
need for personal legal advice
Need For Personal Legal Advice

The information in this presentation and accompanying material is provided for educational purposes only. It is not a substitute for competent legal advice. Farmers and ranchers need professional legal and financial counsel in evaluating alternatives for legally structuring the farm business. This information is provided to help you better communicate with your professional advisors in analyzing your specific situation.

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