Agenda

Mon
Aug 04
7:30 Registration

8:30 Successfully Counseling the Farm Family on Succession - Ronald Hanson

Emeritus Professor Ron Hanson has counseled and worked with farm families for more than 40 years to help them resolve family conflicts in a more positive manner and to improve family relationships through better communications. In this session, he will provide creative guidelines and counseling tips for more successful sessions with farm transition clients.

9:45 Networking Break

10:00 Considering Farm Program Payments in the Transition Plan - Phil Newendyke

Pinion’s farm program services team works with producers across the nation, expertly managing participation in Farm Service Agency (FSA) and Natural Resources Conservation Service (NRCS) programs. In this session, Phil Newendyke will provide practical instruction for advisors on the impact of farm program payments on the farm transition plan.

11:00 2025 Tax Update for the Farm Transition - Kristine Tidgren

Congress has been actively working to pass a bill that will have significant implications on tax law and the transition plan. Kristine Tidgren provides the latest information relevant to farm transition planners.

11:30 Long-Term Care Considerations for the Farm Transition - Robert Moore

Long-term care can be a scary proposition for farm families. In this research-based presentation, Robert Moore cuts through misunderstanding to share practical planning considerations with farm transition teams.

12:00 Lunch

1:00 Fresh Legal Tools for the Farm Transition - David Repp

In this session, David Repp, a business and tax attorney experienced in counseling farm families, discusses practical legal tools and examples. He will discuss using LLCs to transition the farm, using profits interests in the farm transition, and transitioning out of a corporation, among other topics. Advisors will receive sample operating agreement provisions and other helpful tools.

2:00 Networking Break

2:15 Fresh Legal Tools, Cont.

3:15 Networking Break

3:30 Fair Doesn't Mean Equal When It Comes to Farm Debt - Joe & Austin Peiffer

In this session, premier agricultural bankruptcy attorneys discuss the impact of farm debt on a farm transition plan. Fair vs. equal has greater significance when farm debt is in the mix.

4:30 Wrap Up Day 1

Tue
Aug 05
8:30 Review of Resources for Transition Planners

8:45 Charitable Options for the Transition - Ame Mapes & Laura Ingram

Some transitioning farmers may not have a successor, or they may wish to leave a legacy beyond their family. In this session, skilled trust and estate attorneys Ame Mapes and Laura Ingram will discuss charitable options—including the use of charitable trusts—for transitioning farmers.

9:30 Farm & Rural Landowner Case Studies - Travis Schroeder & Mike Downey

In this session, the audience will interact with farm estate planning attorney Travis Schroeder and farm succession expert Mike Downey to discuss their approach for helping clients through the transition. In discussing multiple farm transition planning scenarios, the panel will share practical tools and strategies. Time will be devoted to questions and audience feedback. Written materials will be provided.

10:15 Networking Break

10:30 Case Studies, Cont.

12:00 Box Lunch/Wrap Up

12:30 Wrap Up