Event Details

Date

January 24, 2018

Time

9:00 am - 3:00 pm

Location

Quality Inn & Suites
8250 Park Road
Batavia, NY 14020

Cost

$40.00 enrolled with the NWNY Team
(additional attendee $30.00 ea.)

$50.00 non-enrolled with the NWNY Team
(additional attendee $40.00 ea.)

Host

Lisa Aures
585-786-2251 x123


Succession & Estate Planning Kickoff Seminar

January 24, 2018

Succession & Estate Planning Kickoff Seminar

You will learn:
  • Why planning is critical to succeeding when a new generation joins the management team or take control of the farm business
  • About the legal issue surrounding asset preservation in estate and transfer planning
  • Communication tactics to use for building strong working relationships across the generations
  • Meet people who can help you develop an estate and/or succession plan that fits your farm

Topics:
  • Preserving Farm Assets for Future Generations
  • Legal Issues to Address in Estate and Farm Business Succession Planning
  • Communicating to Build and Strengthen Working Relationships

Speakers:
  • Timothy Moag - Freed, Maxick & Battaglia, CPAs PC
  • Steven Walker - Scolaro, Fetter, Grizanti, McGough & King, PC, Attorneys & Counselors at Law
  • Erica Leubner, MSW - NY FarmNet Farm Family Consultant



Succession & Estate Planning Flyer (PDF; 1095KB)


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