Few farms survive into the second or third generation, and the biggest culprit is poor planning. This guide will show you the basics of how to transfer farm assets and operations with as few complications, conflicts, and taxes as possible. Help clients pass on their farm and family legacy - register today!
Get a firm grasp of client goals, business ownership, and assets - and a plan that will best suit all three.
Review tax pitfalls and opportunities in farm estate and business succession.
Explore the pros and cons of various planning options: sales, gifts, trusts, incorporation, and more.
Come up with creative solutions to alleviate conflict should the farmland be split unequally.
Goal Setting: Questions to Ask Clients
Agricultural Business Ownership: Sole Proprietor vs. Partnership vs. LP vs. Corp vs. LLC
Ann M O'Hara is an attorney with Dale & Eke, P.C., in Indianapolis. She currently practices in the areas of employee benefits, estate planning and probate, and trust administration. Ms. O'Hara served as an adjunct professor in individual federal taxation at the Kelley School of Business, Indiana University, and has lectured on federal estate and gift taxes issues. While completing her law degree, Ms. O'Hara was a tax analyst for the Indiana Inheritance Tax Division of the Indiana Department of Revenue, and also served as director of the Corporations Division of the Indiana Secretary of State's Office. She earned her B.S. degree in finance, summa cum laude, from St. Joseph's College and her J.D. degree from Indiana University Robert H. McKinney School of Law.
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