Farm Journal Legacy Project

Legacy Project Conference

Dec. 8-9, 2016
Kansas City, Mo.

General Sessions

Constructing a Succession Plan: Taking Inventory of Your Personal and Business Situation
Dick Wittman, Wittman Consulting and Idaho farmer

People First, Stuff Second: Sustaining Family Unity Across Generations
Johnne Syverson,Transition Point Business Advisors

How to Develop Your Successor and Transition Management Responsibilities
Danny Klinefelter, Texas A&M University

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

Action Steps: How to Apply What You’ve Learned
Johnne Syverson, Transition Point Business Advisors

 

Breakout Sessions

Building a Family Employment Policy and Preparing Your Successors to be Investors
Dick Wittman, Wittman Consulting and Idaho farmer

Productive Family Meetings: 5 Things Successful Families Do
Johnne Syverson, Transition Point Business Advisors

Estate Tax Updates: Entity Structures, IRS Attack on Business Discounts, Gifting and More
Paul Neiffer, CliftonLarsonAllen

Managing Family Business Conflicts
Rena Striegel, Transition Point Business Advisors

Beyond the Simple Will: More Estate Planning Now, Less Fighting Later
Polly Dobbs, Dobbs Legal Group

Confronting Communication Risks in the Family Business
Rena Striegel, Transition Point Business Advisors

Debriefings 101: Teach Your Successor to Make Smart Decisions and Excel as a Manager
Danny Klinefelter, Texas A&M University

Maximize Your Succession Planning Efforts with A Collaborative Advisory Team
Johnne Syverson, Transition Point Business Advisors

 

Legacy Conference Speaker Bios