CLE on Estate Planning for Farmers and Ranchers

The National Business Institute is holding a conference entitled, Estate Planning for Farmers and Ranchers, which will take place on Monday, May 21, 2018 at Holiday Inn Toledo South – Perrysburg in Perrysburg, Ohio. Provided below is a description of the event:

Program Description

How to Protect Farm Assets and Transfer Them to Heirs

Estate planning for farms and ranches requires specialized knowledge and tools to ensure the best client representation. This legal course will give you the knowledge to preserve the farms and other assets your clients have worked their entire lives to acquire and build. Explore the challenges and opportunities unique to estate planning for farmers to help make good sense of difficult legal and financial policies. Learn what you need to know about wills, trusts, government programs, and other key elements. Help your clients take care of their estate planning needs and their family’s future – register today!

• Take full advantage of government farm programs and valuation discounts.
• Explore the deciding factors in choosing the right business entity when planning ownership transfer.
• Employ all available tools for transferring assets and preserving wealth.
• Tackle harvest yield predictions and other unique factors of farm asset valuation.
• Recognize when giving away the farm is the wisest financial decision and how to do it properly.

Who Should Attend

This basic-to-intermediate level seminar is designed for:

• Attorneys
• Estate and Financial Planners
• Accountants and CPAs
• Tax Preparers
• Trust Officers
• Paralegals

Course Content

1. Medicaid (Long-Term) Planning for Farmers and Ranchers
2. Planning for a Full or Partial Outright Sale or Gift
3. Business Structure Choice and Conversion – Including Sample Documents
4. Agricultural Use Valuation
5. Planning for a Gradual Transfer Within the Family
6. Transfers Upon Death: Key Estate Administration Concerns

Continuing Education Credit