Legacy Project Conference

Nov. 17-18, 2015 
Indianapolis, IN

Tuesday, Nov. 17

Constructing a Succession Plan
Dick Wittman, Wittman Consulting and Idaho farmer

Case Study: Let’s Roll Up Our Sleeves and Work!
Dick Wittman, Wittman Consulting and Idaho farmer

Family Business Operating Profile & Estate Planning Information Framework 

 

Breakout Session 1

Managing Family Business Conflicts
Carolyn Rodenberg, Alternatives to Conflict

More than Just a Will: Comprehensive Estate Planning
Polly Dobbs, Dobbs Legal Group

Advanced Entity Planning & How It Improves the Succession Planning Process
Paul Neiffer, CliftonLarsonAllen

 

Breakout Session 2

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

How to Prepare a Family Mission Statement and Conduct a Successful Family Meeting
Johnne Syverson, Transition Point Business Advisors

Advanced Entity Planning & How It Improves the Succession Planning Process
Paul Neiffer, CliftonLarsonAllen

 

Wednesday, Nov. 18

Multi-Generational Planning Across Generations
Johnne Syverson, Transition Point Business Advisors

Successor Development and Management Transition
Danny Klinefelter, Texas A&M University

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

Tax and Legal Strategies for Family Farm Transitions (con’t)
Paul Neiffer, CliftonLarsonAllen and Polly Dobbs, Dobbs Legal Group

 

Breakout Session 1

Communicating in the Family Business
Carolyn Rodenberg, Alternatives to Conflict

More than Just a Will: Comprehensive Estate Planning
Polly Dobbs, Starr Austen & Miller

How to Build a Successful Collaborative Advisory Team
Johnne Syverson, Transition Point Business Advisors

 

Breakout Session 2

Managing Family Business Conflicts
Carolyn Rodenberg, Alternatives to Conflict

More than Just a Will: Comprehensive Estate Planning
Polly Dobbs, Starr Austen & Miller

How to Build a Successful Collaborative Advisory Team
Johnne Syverson, Transition Point Business Advisors