Succession Planning Farm and Ranch Families · 2017. 3. 2. · farm or ranch – the family legacy...

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Who should aend? This program is for families interested in shaping the future ownership of the family farm or ranch – the family legacy – whether that be transferring a viable business to the next generaon or determining how to divide farm/ranch assets. Even if you have aended other transion, estate, or succession planning classes, con- sider aending this program to get a start on your succession plan. Parcipant Quotes “It is often hard to start the conversation and through this workshop we now have the tools.” “Very interesting, made me so much more aware of the importance of planning.” “Excellent and valuable info, love the workbook and tools we can take back to family.” Program Date(s) Tuesday, March 7th, 2017 Thursday March 9th, 2017 Tuesday, March 14th, 2017 Program Locaon McLean County Courthouse 712 5th Ave Washburn, ND 58577 For More Informaon Calla Edwards NDSU Extension Service - McLean 712 5th Ave Washburn, ND 58577 (701) 462-8541 [email protected] Funding assistance received from: NDSU Extension Service North Dakota Annie’s Project North Dakota Stockmen’s Foundaon Succession Planning Workshop for Farm and Ranch Families March 7th, 9th, & 14th Washburn 5:30 PM NDSU Extension Service – McLean County

Transcript of Succession Planning Farm and Ranch Families · 2017. 3. 2. · farm or ranch – the family legacy...

Page 1: Succession Planning Farm and Ranch Families · 2017. 3. 2. · farm or ranch – the family legacy – whether that be transferring a viable business to the next generation or determining

Who should attend? This program is for families interested in shaping the future ownership of the family farm or ranch – the family legacy – whether that be transferring a viable business to the next generation or determining how to divide farm/ranch assets.

Even if you have attended other transition, estate, or succession planning classes, con-sider attending this program to get a start on your succession plan.

Participant Quotes “It is often hard to start the conversation and

through this workshop we now have the tools.”

“Very interesting, made me so much more

aware of the importance of planning.”

“Excellent and valuable info, love the workbook and tools we can take back to family.”

Program Date(s)

Tuesday, March 7th, 2017

Thursday March 9th, 2017

Tuesday, March 14th, 2017

Program Location

McLean County Courthouse

712 5th Ave

Washburn, ND 58577

For More Information

Calla Edwards

NDSU Extension Service - McLean

712 5th Ave

Washburn, ND 58577

(701) 462-8541

[email protected]

Funding assistance received from:

NDSU Extension Service

North Dakota Annie’s Project

North Dakota Stockmen’s Foundation

Succession Planning Workshop for

Farm and Ranch Families

March 7th, 9th, & 14th

Washburn

5:30 PM

NDSU Extension Service – McLean County

Page 2: Succession Planning Farm and Ranch Families · 2017. 3. 2. · farm or ranch – the family legacy – whether that be transferring a viable business to the next generation or determining

Attorneys reviewing this program have applauded NDSU

Extension for giving families a roadmap to communicate

together before visiting the attorney’s office.

Design Your Succession Plan Empowering families to get started on their succession plan

The first step is the hardest. Creating a

succession plan takes time, effort, family

communication and working with professionals.

Design Your Succession Plan will help you ex-

plore what you want for your business, how to

discuss it in the family and how to get started

creating a succession plan. It also will help you

choose and prepare to work with professionals

who will make the plan legal and viable.

This program will explore the four components

of succession planning: planning for your

business, retirement, transition and estate.

You will be prepared to communicate, write,

plan, vision and shape the legacy of your family

farm/ranch business as well as save hundreds

of dollars by completing these crucial planning

steps before visiting with professionals.

You will receive a resource binder and a

workbook to use during and after the sessions.

Starting the workbook during class will give you

a jumpstart on your succession plan. When

you leave the program, you will be motivated

to continue communicating and working on the

family farm/ranch legacy.

Washburn Registration

Name________________________________________________________

Spouse (if attending)_________________________________________

Address______________________________________________________

City, State, ZIP________________________________________________

Phone________________________________________________________

Email_________________________________________________________

______ $125 registration for first family member

______ $50 spouse attending

______ $75 extra participant resource binder (optional)

______ Total registration fee

REGISTER by mailing this form with fee to: NDSU Extension McLean Count PO Box 1108 Washburn, ND 58577

Make checks payable to NDSU Extension Service

Multifamily Discount Additional family members, except spouses, connected to the same farm/ranch operation receive a discount of $50 on each additional registration after the first full price registra-tion. Registration for spouses of the original and additional registrants will remain at $50.

Refund Policy A full refund will be made if cancellation notice is received at least two weeks before the start of the program by calling (701) 231-8652. NO REFUND will be given for no-shows or cancellations less than two weeks before the start of the program.

Individuals with disabilities are invited to request reasonable accom-modations to participate in NDSU-sponsored programs and events. To request an accommodation(s), please contact Calla Edwards at 701-462-8541 by February 24th to make arrangements.

Washburn

Materials developed for this course are available only to registered attendees.