Evaluating Your Estate Plan Workshops

This workshop will answer estate planning questions and prepare you for your future farm transitions and estate planning.

Topics include:

• Language of Estate Planning
• Property Ownership
• Use of Business Entities
• Transferring Decision Making Control
• Gift, Estate & Inheritance Taxes
• Calculating Retirement Costs
• Setting Goals for Retirement or Farm Transition
• Steps for Implementing Your Estate Plan

Featured Speakers:

• Melissa O'Rourke - Farm & Agribusiness Management Specialist for Northwest Iowa
• Kelvin Leibold - Farm & Agribusiness Management Specialist for Central Iowa

All programs run from 9:30 AM to 4:00 PM, lunch is included. $50/person, payable to Extension Office at each site.


Date
 Location/Registration*
February 7

Iowa Falls

Hardin County Extension Office
To register call - (641) 648-4850
February 15

Le Mars

Plymouth County Extension Office
To register call - (712) 546-7835
February 16

Fayette

Upper Iowa University, Student Center Ballroom, Building 19
To register call - (563) 425-3331
February 22

Greenfield

Adair County Extension Office

To register call - (641) 743-8412
February 23

Marion

Linn County Extension Office

To register call - (319) 377-9839



Updated December 21, 2011
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