Estate and Farm Transition Planning Hot Topic at WLL Events

Our Women, Land & Legacy (WLL) teams have been busy providing education and networking opportunities on a range of topics this year. One topic that we consistently see as a priority in counties is estate and land transition planning. Reflecting growing state-wide and national concerns about preserving farmland and ag. businesses while maintaining family unity and providing for future generations, teams are bringing in experts to help individuals in their counties understand the steps they should take to make the most sound decisions with the future of their land and businesses in mind.

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In November Dubuque County WLL welcomed Melissa O’Rourke and David Baker, ISU Extension & Outreach Farm Specialists, to their Estate Planning & Farm Transitioning workshop. A group of nearly 80 individuals representing multiple generations listened to Melissa discuss the “Nuts & Bolts” of Estate Planning in the a.m. and enjoyed David’s presentation on Farm Transitioning in the afternoon.

In early December Clayton Co. WLL provided an afternoon workshop on the same topic, also with speaker Melissa O’Rourke of ISU Extension & Outreach. Over 50 individuals participated and were provided numerous informational articles from ISU Extension and Outreach’s on-line tool Ag. Decision Maker. The group was even given some homework to help guide them on next steps that should be taken when starting conversations with their families and thinking about their goals.

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The first 2018 Women, Land & Legacy event in the state will also focus on this timely topic, with our Emmet/Palo Alto WLL team providing a day-long intensive workshop in Emmetsburg on January 9th entitled “Evaluating Your Estate Plan”. ISU Extension & Outreach specialist Kelvin Leibold will guide participants through preparing for farm transitions and estate planning. Learn more from the event flyer.

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