Regional Succession Seminar

  • Rockin' TJ Ranch 651 Lynx Lane Bozeman, MT 59718

[Register]

Registration opens: 8:00 a.m. 
Program starts: 8:30 a.m.
Adjourn: 3:30 p.m.
Cost: Free - Lunch Provided

Overview
Kick-start your succession process with practical tools and a clear, step-by-step approach to building your succession plan from the ground up. Learn how to begin the conversation and constructively address conflicts that arise along the way, use case studies to work through common succession challenges as a team and get the latest legal and accounting insights from local experts. Specifically designed for businesses in agriculture, this program helps families proactively plan for management transition and develop an estate plan that’s family friendly and business smart. 

 

Topics

  • Practical Tools - Go beyond the concepts and learn to use simple, practical tools to address critical questions, focus your discussion and advance the planning process.
  • Step-by-Step Process - Northwest FCS’ Family Business Facilitators share a proven process for developing strategic succession plans, leveraging work with hundreds of agricultural businesses throughout the Northwest.
  • Legal Considerations - Learn about common legal pitfalls and business structures that work in agriculture. Gain insights on entity selection, ownership, decision-making and governance – all with a focus on succession planning.
  • Tax Perspectives - Get the latest information on state and federal tax laws, separating myth from reality. Learn effective estate planning strategies that manage taxes, avoid unnecessary complexity and enhance long-term business success.