September 21st & 23rd
Join us for a two-day virtual training! Legal, financial & business professionals will strengthen their knowledge and skills for working with transitioning farmers and families across New England.
Over 10,000 New England farmers are likely to exit farming in the next decade. Most lack adequate succession plans. They need advisors with relevant, up-to-date expertise to support and guide them through the complex planning process.
Who should attend?
This training is specifically designed for attorneys, attorneys-in-training, financial management consultants, business planners, and tax accountants who work with—or want to work with—farmers in New England on farm succession. Do you work beyond New England? Contact us to be added to a waiting list.
Please plan to join us for both days. Presented by a diversity of professionals already working in the field, this two-day training from 9am – 3pm is creatively formatted to keep the momentum going. In addition, small group case and problem-solving clinics will allow for peer-to-peer learning and network building. Abundant resource materials will enhance the learning experience. Sessions will be recorded and available to registrants. Continuing Legal Education credits will be offered.
Technical topics will cover:
- Entity selection
- Asset transfer methods
- Tax planning & tax issues
- Financial assessments
- Estate planning applied to farms & farmers (including trusts and other instruments)
- Non-traditional methods & tools
- Health care planning and Medicaid protection
- Farmland conservation & farm transfer
- Integrating legal & financial considerations in farm succession planning (team approach)
- Meet your presenters
- Project background on Improving Professional Capacity to Deliver Farm Succession Planning Assistance in New England
This training is supported by the National Institute of Food and Agriculture, U.S. Department of Agriculture, through the Northeast Sustainable Agriculture Research and Education program (subaward number ENE19-155: Improving Professional Capacity to Deliver Farm Succession Planning Assistance in New England).