The presentations and materials presented at the December 2014 Legacy 101 Workshops. You can download/print them to bring to the event. Printed copies of these materials will not be provided at the event. 

 

Greenville, Miss.

Dec. 8, 2014


Constructing a Succession Plan
Joe Kluender, Farm Family Dynamics

Succession Planning: Key Legal Strategies
Bobby Warrington, Campbell DeLong

Actionable Steps for Executing a Succession Plan
Joe Kluender, Farm Family Dynamics
 

Speaker bios

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Norman, Okla.

Dec. 10, 2014


Constructing a Succession Plan
Dick Wittman, Farm Journal Legacy Institute Advisory Team, president of Wittman Consulting and Idaho farmer

Succession Planning: Key Legal Strategies
Shannon Ferrell, Oklahoma State University professor

Specialty Estate Tax Seminar for Farm Families
Randy Netek and Brandt Self, CliftonLarsonAllen

Actionable Steps for Executing a Succession Plan
Dick Wittman, Farm Journal Legacy Institute Advisory Team, president of Wittman Consulting and Idaho farmer

3-Ring Binder Template from Dick Wittman: Family Business Operating Profile & Estate Planning Information Framework

Speaker bios

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Garden City, Kan.

Dec. 12, 2014

Johnne Syverson, Farm Journal Legacy Institute Advisory Team, Transition Point Business Advisors
 
 
Paul Neiffer, Farm Journal Legacy Institute Advisory Team, CliftonLarsonAllen