Estate planning & evaluation workshop for farm families to be held 12/9/13
November 19th, 2013 by Ric Hanson
The topic of estate planning and evaluation will be an all-day workshop next month in Pottawattamie County. East Pottawattamie County Extension is hosting “Evaluating Your Estate Plan, a Workshop for Farm Families” in southwest Iowa on December 9th, from 9:30 a.m. to 4 p.m., at the Community Center in Carson. Topics include the language of estate planning, needed information, setting goals, and gift, estate, and inheritance taxes.
The program gives participants tools and the chance to use those tools to help them prepare or revise an estate plan, and has been highly successful throughout Iowa. According to evaluations within one year 69% of participants had held a family meeting. 64% of participants met with their attorney to review their estate plan within one year of the program.
Presenters are Melissa O’Rourke and Kelvin Leibold, Iowa State University Extension and Outreach Farm and Agribusiness Management Specialists. O’Rourke is an attorney who has experience in agricultural law and estate and succession planning. Leibold has been helping farmers with management and business decisions for decades.
The cost is $50 per person, which includes resource materials and lunch. Advance registration by December 6 is required because the program is limited to 40 people. To register, call East Pottawattamie County Extension at 712-482-6449.