This program is geared toward those working with clients in the farm and ranch sector, specifically, the three primary topics that should be discussed with any farm and ranch clients.

The first topic is estate planning, including basic tools to consider when one or more heirs are on the farm or ranch with one or more heirs off the farm and ranch. This section will also cover how to reconcile or adjust bequests to direct the farm and ranch assets to heirs on the farm and ranch but yet still provide assets to those off the farm and ranch.

Second, this program will identify key financial threats to the continuation of the farm and ranch including estate tax planning and long-term care planning.

Finally, this program will address identifying topics for discussion on succession planning and transfers during lifetime.

The primary goal of this program is to identify these varying topics for discussion in an initial meeting with a farm and ranch client.