Estate Planning for Farm and Ranch Owners: Key Issues for Planners and Administrators
Ownership Structures, Effective Transfer Methods, Income and Estate Tax Considerations, Estate Administration Challenges
Note: CPE credit is not offered on this program
Recording of a 90-minute CLE webinar with Q&A
This CLE webinar will guide estate planners and administrators on the critical legal challenges of estate planning for farmers. The panel will discuss federal and state regulations impacting the planning and administration of farm assets, ownership structures and associated risks, elder law concerns on a state and federal level, and key estate administration challenges.
Outline
- Impact of tax reform on estate planning for farmers
- Ownership structures and associated risks
- Effective transfer methods
- Income, gift, and estate tax considerations
- Overcoming administrative challenges
Benefits
The panel will review these and other key issues:
- How does estate planning for farmers differ from that of other clients?
- What are the most effective ownership structures and related risks?
- What transfer methods are available, and how to avoid potential planning pitfalls?
- The unique eldercare issues of farmers and the 2018 farm bill impact
- Medicaid planning for farmers
Faculty
Robin L. Klomparens, J.D., LL.M.
Partner
Wagner Kirkman Blaine Klomparens & Youmans
Ms. Klomparens specializes in income, state and local estate and gift taxation. She advises clients on business... | Read More
Ms. Klomparens specializes in income, state and local estate and gift taxation. She advises clients on business transactions, entity formation (profit and non-profit), state and federal tax audits and litigation matters, estate planning, probate and trust administration, and serves as a consultant, expert witness and mediator in her field. She has been an adjunct professor for Golden Gate University in the Masters in Tax curriculum and has lectured extensively and has written numerous articles on various issues in her field of specialization.
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Stan Miller
Managing Partner
Wilson + Miller
Mr. Miller is a sought after speaker for professional audiences, individuals, families, colleagues, and contemporaries... | Read More
Mr. Miller is a sought after speaker for professional audiences, individuals, families, colleagues, and contemporaries around the US. Speaking on topics ranging from estate and business planning, to tax reform and family legacies.
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Belan K. Wagner
Managing Partner
Wagner Kirkman Blaine Klomparens & Youmans
Mr. Wagner has over 35 years of in-depth experience in business, taxation, tax planning and controversy resolution,... | Read More
Mr. Wagner has over 35 years of in-depth experience in business, taxation, tax planning and controversy resolution, mergers and acquisitions, real estate, and estate planning. He provides direct representation to business owner clients, frequently structured as pass-through entities, and also acts as an expert resource to their primary attorneys, accountants and other representatives.
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