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. Dates below are tentative and subject to change.



Updated May 21, 2012

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