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Agenda Overview

Professional Training for Farm Succession Advisors in New England

May 3 – 4, 2017
The Falls Center
21 Front Street
Manchester, NH 03102

Wednesday, May 3, 2017

Business Planning for Farm Transfer

 7:00 – 8:30am Early bird session for new lawyers. Learn the basics of business planning for the farm client. Breakfast provided. Annette Higby and Emma Hempstead
 9:00 – 9:30am Conference Welcome
 9:30 – 11:30am Legal Structure of the Farm Business. Choice of entity and drafting business agreements. Rich Cavanaugh and Annie Lemelin
11:30am – Noon Break-Out Session. Find a mentor, become a mentor in your practice area
 Noon – 1:00pm Lunch provided
 1:00 – 2:00pm Using a Limited Liability Company legal structure for transferring a farming operation. Beth Boepple
 2:00 – 3:00pm Taxation issues in farm business transfer. Mike Moloney
3:00 – 3:20pm Break
3:20 – 4:30pm Special issues in non-family transfers of the farm business. Kathy Ruhf and Jon Jaffe
 4:30 – 5:00pm Second Break-Out Session. Find a mentor, become a mentor in your practice area
5:00pm Adjourn
Dinner on your own.

 

Thursday, May 4, 2017

Estate Planning for the Farm, Transfer Assistance Models and Tools, and State Level Team Building

7:00 – 8:30am Early bird session for new lawyers. Learn the basics of estate planning for the farm client. Breakfast provided. Annette Higby and Emma Hempstead
9:00 – 9:30am Conference Welcome
9:30 – 11:30am Concurrent Sessions

  • Estate and gift tax, tax basis rules, and valuation for the farm estate. Bill Dakin and Donald Sienkiwicz
  • Models and Guidelines for Farm Succession and Transfer Planning. Transfer planning and implementation models. What is in a written farm transfer plan? Mike Ghia, Mark Cannella, Kathy Ruhf, Stacy Burnstein, Jon Ramsey
11:30am – Noon Break-Out Session. Meet up with service providers in your state
Noon – 1:00pm Lunch provided
1:00 – 1:55pm Concurrent Sessions:

  • Medicaid Planning for the Farm Estate. Paul Dillon and Donald Sienkiwicz
  • Transfer Planning for Farmers without an Identified Successor. Kathy Ruhf and Jon Jaffe
1:55 – 2:15pm Break
2:15 – 4:00pm Concurrent Sessions:

  • Farmland Conservation and Farm Transfer. Richard Peterson, Sarah McDaniel, LouAnna Perkins
  • Other Land Access Tools. Land contracts, ground leases, and cooperative land ownership. Annette Higby, Rebecca Fletcher and Rich Cavanagh
4:00 – 5:00pm Final Plenary: Farm Transfer as a Team Sport. Facilitated by Kathy Ruhf
5:00pm Adjourn

 


This event is supported by a grant from the USDA National Institute of Food and Agriculture through its Beginning Farmer and Rancher Development Program, #2015-70017-23900.