$60

Orchard Transition and Estate Planning Workshop

Event Information

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Date and Time

Location

Location

Santaquin Public Safety Building

275 West Main Street

2nd Floor Classroom

Santaquin, UT 84655

Refund Policy

Refund Policy

Refunds up to 1 day before event

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Event description

Description

A two-day program to assist farm families in transitioning to a multiple generation farm business

This workshop provides the unique setting, instructors, and resources to stimulate conversations your family should have when considering a multiple generation farm business. The workshop will cover family and business visioning and communication, goal setting, business succession and management transfer plans, as well as estate planning tools, issues and considerations.

Who Should Attend?

The owners, operators, and successors (to include siblings and spouses) of farming operations looking to transition their operation.

Program Topics

Day 1

  • Effective communication
  • Conducting business meetings
  • Planning with intent (values, vision, goal setting)
  • Multigenerational business planning

Day 2

  • Wants, needs, expectations, & fears
  • Legal business entities & implications
  • Business transfer & succession plans
  • Estate planning tools & issues
  • Critical path forward
  • Resources

Program Fee

$60 for each participant. Fee includes continental breakfast, lunch, breaks, and program materials for both days.


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Date and Time

Location

Santaquin Public Safety Building

275 West Main Street

2nd Floor Classroom

Santaquin, UT 84655

Refund Policy

Refunds up to 1 day before event

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