Jul 13, 2014
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Leave a Legacy Workshops 2014

The Legacy Project Family Workshops are designed to give farming families actionable information, tools and strategies to start the succession planning process. The format offers comprehensive discussions of technical issues where critical conversations must occur. The session concludes with action plans and resources participants can tap to complete the journey. The goal is for participants to leave with the confidence that, although challenging, it is a doable process worth working on to the finish line.
 

*Subject to change

 
8:00 - 8:45 a.m. Registration
 
8:45 a.m. Welcome and Program Overview
 
9:00 a.m. Constructing a Succession Plan
Dick Wittman, Farm Journal Legacy Institute Advisory Team, president of Wittman Consulting and Idaho farmer
  • Taking inventory of your current situation
  • Having critical conversations with key stakeholders
  • Identifying alternative future scenarios
 
10 - 10:15 a.m. Break
 
10:15 - 12:00 p.m.  Constructing a Succession Plan (continued)
 
12:00 - 12:45 p.m. Lunch
 
12:45 - 1:30 p.m. Estate Tax Provisions: Key Strategies
 
1:30 - 1:45 p.m. Break with Refreshments
 
1:45 - 2:30 p.m. The Legal Side of Succession Planning
 
2:30 - 3:30 p.m. Actionable Steps for Executing a Succession Plan
Dick Wittman, Farm Journal Legacy Institute Advisory Team, president of Wittman
Consulting and Idaho farmer
  • Planning and executing a family meeting
  • Building your family and business data profile
  • Differentiating succession planning from estate planning
  • Building a post-retirement cash flow
  • Creating and managing a collaborative succession planning team
 
3:30 - 4:00 p.m. Question and Answer Session with All Speakers
 
4:00 p.m. Closing

 

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