Building Effective Teams for Farm Transfer Planning: Communication, Ethical and Legal Issues

A gathering of service providers interested in learning more about team-based approaches to helping farm families address their succession and transfer planning needs.

Register Now! FREE ADMISSION THANKS TO FUNDING FROM THE USDA BEGINNING FARMER AND RANCHER DEVELOPMENT PROGRAM (NIFA #2010 03067)

Building Effective Teams
for Farm Transfer Planning:

Communication, Ethical and Legal Issues

8:30am - 4:00pm

Thursday, November 17, 2011

Doyle Center, Leominster, Massachusetts

You are invited...

... to an event for service providers interested in learning more about team-based approaches to helping farm families address their succession and transfer planning needs.

Presented by the Farm Transfer Task Force of the

Land Access Project.

AGENDA

8:30am	Registration
9:00am	Welcome
9:10am	Successful Farm Transfer Planning A panel discussion of best practices for farm transfer planning, including issues and methods that increase success.
9:55am	Farm Transfer Planning Approaches and Challenges Farmers and service providers will speak from their experiences, highlighting challenges and methods to address them. Q & A and discussion.
10:45am	Break
11:00am	Legal and Ethical Issues in Farm Transfer Planning Successful farm transfer involves transitions of labor, management and assets to the next generation or owner. How do teams of coaches and other service providers handle the personal and family issues that arise? Attorneys and other professionals will discuss legal and other tools to address these issues, the critical importance of good communication, and the value of using a team approach.
12:00pm	Lunch will be provided
12:45pm	Infrastructure for Farm Transfer Planning in New England A look at farm transfer planning resources available for service providers including websites, literature and other providers.
1:15pm	Developing a Farm Transfer Plan A panel discussion of the steps in the transfer planning process; the role of a "coach", and the team approach. We will also consider ways to form and work with farm transfer planning teams. Q & A.
2:00pm	The Team Approach: Legal and Non-legal Aspects This panel discussion, for attorneys and other service providers, will focus on the attorney's role in the planning team. The place of asset transfer, business entities, wills and estates, retirement planning, along with related topics will be addressed. Q & A.
2:45pm	Practical and Ethical Issues related to Communication within Farm Transfer Planning Teams Managing communication, identifying when help is needed and maintaining ethical conduct standards are key to the farm transfer planning process. This panel discussion will look at issues pertaining to effective and appropriate communication with clients and team members.
3:40pm	Wrap-up and Next Steps Building a farm transfer planning assistance network for New England. Further training options.
4:00pm	Adjourn