Whole Farm -- Transition and Estate Planning

Getting Started
Information Files
Getting Started in Farming: Inheriting a Farm  – C4-07 pdf file      
Getting Started in Farming: On the Home Farm -- C4-08 pdf file      
Getting Started in Farming: Part-time or Small Farms -- C4-09 pdf file      
Understanding Farm Business Transfers -- C4-10pdf file  teaching activity
Planning your Future Together -- C4-11 pdf file   teaching activity  
Critical Success Factors for Business Transfers -- C4-12 pdf file   teaching activity  
Constructing a Succession Plan -- C4-17 pdf file      
Newsletter Articles
Retirement resources for every age -- February 2015        
Getting started in farming: No path is the same -- June 2013        

 

Business Arrangements
Information Files
Dividing Business Income -- C4-16 pdf file xls file teaching activity  
Business Arrangements -- C4-40 pdf file   teaching activity  
Examining Your Farm Business Choices -- C4-41 pdf file teaching activity  
Wage and Incentive Agreement -- C4-42 pdf file teaching activity  
Farm Business Operating Agreement -- C4-43 pdf file teaching activity  
Enterprise Operating Agreement -- C4-44 pdf file   teaching activity  
Labor and Machinery Sharing Agreement -- C4-45 pdf file teaching activity  
Partnership -- C4-46 pdf file   teaching activity  
Corporation -- C4-47 pdf file   teaching activity  
Newsletter Articles
S corporations and the “two-year” rule -- September 2012        

 

Evaluating Your Estate Plan
Information Files
Federal Gift Taxes -- C4-23 pdf file      
Federal Estate Taxes -- C4-24 pdf file      
Iowa Inheritance Tax -- C4-25 pdf file      
Estate Planning Terms -- C4-50 pdf file      
Forms of Property Ownership -- C4-51 pdf file      
Business Entities -- C4-52 pdf file      
The Estate Settlement Process -- C4-53 pdf file      
Powers of Attorney and Other Forms of Substitute Decision Making -- C4-54 pdf file      
Farm Transfer Strategies -- C4-55 pdf file      
Retirement Planning for Farm Families -- C4-56 pdf file      
Estate Planning Questionnaire -- C4-57 pdf file      
Estate Planning Goals -- C4-58 pdf file      
Trusts as an Estate Planning Tool -- C4-59 pdf file      
Estate Planning Attorneys: Finding One Who Can Work For You -- C4-61 pdf file     voiced media
Newsletter Articles
Good farm policy: avoid these top ten estate planning mistakes -- October 2013        
Your input sought on Evaluating Your Estate Plan materials -- May 2012        
Evaluating Your Estate Plan – workshops for farm families being held in June -- May 2012        

 

Transferring Assets & Management
Information Files
The Farm Business Transfer Process -- C4-13 pdf file   teaching activity  
Transferring Business Ownership -- C4-14 pdf file   teaching activity  
Transferring Business Management -- C4-15 pdf file   teaching activity  
Transferring Business Ownership -- C4-80 pdf file    
Income Tax Considerations of Business Transfers -- C4-81 pdf file      
Transferring Breeding Livestock -- C4-83 pdf file      
Transferring Crops and Market Livestock -- C4-84 pdf file      
Transferring Ownership of Farm Machinery -- A3-32 pdf file      

 

Making It Work
Information Files
Developing Good Family Business Relations -- C4-70 pdf file   teaching activity  
Improving Business Communications -- C4-71 pdf file   teaching activity  
Making Family Business Decisions -- C4-72 pdf file   teaching activity  
Designing Business Teams -- C4-73 pdf file   teaching activity  
Resolving Family and Business Conflicts -- C4-74 pdf file   teaching activity  
Developing Capable Business Managers -- C4-75 pdf file   teaching activity  
Keys to Successful Business Transfers -- C4-76 pdf file      
Are You Transferring Management? -- C4-77 pdf file      
Newsletter Articles
Fairness in estate and business planning -- October 2012        
Retirement planning for farm families -- March 2012        

 

Related Websites
Beginning Farmer Center        
Iowa Ag Development Division        
Wills and Probate        
Trusts        
Real Property Ownership        
Buy-Sell Agreements        
Option Agreements        
Power of Attorney        
General Partnership        
Limited Partnership and Family Limited Partnerships        
Corporations        
Limited Liability Company        

 

 

Legend
Download file in pdf format pdf file      
Decision tool xls file    
Teaching activity   teaching activity  
Voiced media       voiced media