Estate and Succession Planning for Forest and Farm Landowners (Online Seminar)

MCLE Credits: 3.0
Ethics Credits Included: 0.0

MCLE Credit: 3.0 (Ethics: 0.0)
Live-Interactive Credit: 0.0
Price: $180.00 (Includes a downloadable audio version.)
Viewable Through: 9/30/2019

Information

A pre-recorded streaming video replay of the September 2016 webcast, Estate and Succession Planning for Forest and Farm Landowners.


Why Attend?

  • Learn successful estate planning techniques specific to forest and farm landowners
  • Hear the perspectives of forestland conservation experts from the Virginia Department of Forestry and Virginia Cooperative Extension
  • Develop strategies to enable clients to transfer land intact and within the family
  • Learn how to tailor standard estate planning documents to meet the needs of forest and farm landowners

Succession planning for landowner clients presents unique challenges for attorneys apart from the "typical" estate plan used for many clients. This CLE will examine the legal and tax implications of land ownership and strategies to efficiently transfer land to the next generation. Attorneys who work with family forest and farm landowners will gain specialized knowledge to ensure the preservation of their client's most valued asset.

BONUS: Materials will include sample estate planning forms and suggested language for documents specific to land ownership and succession planning.

Topics to be covered include:

  • Tools and legal approaches to maintain and transfer family forestland and farmland
  • Difference between treating heirs "equally" and treating them "fairly"
  • Retention of land intact from one generation to the next
  • The element of "control" in the family farm
  • Lifetime transfers of land
  • Business structure and choice of entity for land ownership
  • Multi-generational involvement of the estate planner and the estate planner's role
 



Schedule

Faculty

FACULTY

Julie A. King, Esq., Julie A. King, PLC / Charlottesville

Adam K. Downing, Senior Extension Agent, Forestry & Natural Resources / Virginia Cooperative Extension — Northern District

Locations, Dates and Fees

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