Estate and Succession Planning for Forest and Farm Owners

MCLE Credit: 2.0 (Ethics: 0.0)
Live-Interactive Credit: 0.0
Designation Credit: 2.0 Trusts and Estates, 2.0 Real Estate (Designations Information)
Price: $149 (Includes a downloadable audio version.)
Viewable Through: 06/30/2025

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$149.00 (or 2 Bundle Credits)

A pre-recorded streaming VIDEO replay of the June 2022 webcast, Estate and Succession Planning for Forest and Farm Owners.


Topics Covered

  • Learn successful estate planning techniques specific to forest and farm owners
  • Hear the perspectives of forestland conservation experts from the Virginia Department of Forestry and Virginia Cooperative Extension
  • Develop strategies and estate planning documents that allow clients to transfer land intact and within the family

Attorneys who work with family forest and farm landowners face unique challenges not addressed by the “typical” estate plan used for many clients. The legal and financial implications of land ownership and strategies to efficiently transfer land to the next generation require creative analysis by the estate planner to accomplish the client’s goals. Attendees learn how to tailor standard estate planning documents to ensure the preservation of land—their client’s most valued asset.

BONUS: Materials include sample estate planning forms and suggested language for documents specific to land ownership and succession planning and the newly released “Legacy Planning—A Guide for Virginia Landowners” peer-reviewed publication from Virginia Tech.

This seminar is sponsored in part by funding from the Virginia Department of Agriculture and Consumer Services.