Farm Journal Legacy Project Workshop Schedule

*Tentative Schedule 

Monday, January 14, 2018

9:00 - 10:00 AM Registration
   
10:00 - 10:15 AM  Welcome, Introductions and Agenda Overview
   
10:15 - 11:45 AM The Foundation of a Succession Plan
  Dick Wittman, Wittman Consulting & Idaho Farmer
   
11:45 - 12:00 PM Break
   
12:00 - 1:00 PM Lunch and Case Study Discussion
  Dick Wittman, Wittman Consulting & Idaho Farmer
   
1:00 - 2:00 PM Lessons from the Case Study
  Dick Wittman, Wittman Consulting & Idaho Farmer
   
2:00 - 2:30 PM Break
   
2:30 - 3:45 PM Breakout Session 1
  The Best Entity for Estate Tax Planning
  Paul Neiffer, CliftonLarsonAllen
   
  Avoid These 5 Common Estate Planning Mistakes
  Polly Dobbs, Dobbs Legal Group
   
  My Kids Want Me Out, But I'm Not Ready to Go!
  Rena Striegel, Transition Point Business Advisors
   
4:00 - 5:15 PM Breakout Session 2 
  The Best Entity for Estate Tax Planning
  Paul Neiffer, CliftonLarsonAllen
   
  Avoid These 5 Common Estate Planning Mistakes
  Polly Dobbs, Dobbs Legal Group
   
  My Kids Want Me Out, But I'm Not Ready to Go!
  Rena Striegel, Transition Point Business Advisors
   
5:15 - 5:30 PM Wrap-Up and Q&A
  TBD
   
5:30 - 7:00 PM Networking Reception with Sponsors

 

Tuesday, January 15, 2018

6:30 - 7:30 AM Breakfast and Learns
   
7:30 - 8:15 AM Tax and Legal Strategies for Family Farm Transitions
  Paul Neiffer, CliftonLarsonAllen 
  Polly Dobbs, Dobbs Legal Group
   
8:15 - 8:30 AM Break
   
8:30 - 9:15 AM Tax and Legal Strategies for Family Farm Transitions
  (cont.)
  Paul Neiffer, CliftonLarsonAllen 
  Polly Dobbs, Dobbs Legal Group
   
9:15 - 9:45 AM Break
   
9:45 - 11:00 AM Setting the Stage for Transition:
  Expectations, Boundaries and Timelines
  Rena Streigel, Transition Point Business Advisors
   
11:00 AM Adjourn
 
Exclusive Sponsor
Transition Point

AgriBus