Estate Planning for Farm and Ranch Owners: Key Issues for Planners and Administrators
Ownership Structures, Effective Transfer Methods, Income and Estate Tax Considerations, Estate Administration Challenges
Recording of a 90-minute CLE/CPE video webinar with Q&A
This CLE/CPE course will guide estate planners and administrators on the critical legal challenges of estate planning for farmers. The panel will discuss the uniqueness of estate planning for farmers and ranchers, ownership structures and associated risks, and critical estate administration challenges and pitfalls that can be avoided.
Outline
- Estate planning for farms and ranches versus traditional planning
- Ownership structures and associated risks
- Dealing with the transition nuances
- Pitfalls in estate planning and overcoming administrative challenges
Benefits
The panel will review these and other key issues:
- How does estate planning for farmers differ from that of other clients?
- What are the most effective ownership structures and related risks?
- What transfer methods are available, and how to best avoid potential planning pitfalls?
Faculty
![Kern, Riley](/img/t/25c9abd730bdc386e47f6dec08183462.jpg)
Riley C. Kern
Managing Partner
Tallgrass Estate Planning
Mr. Kern is the founder and owner of Tallgrass Estate Planning where he is a managing partner with his wife, Laurel... | Read More
Mr. Kern is the founder and owner of Tallgrass Estate Planning where he is a managing partner with his wife, Laurel Carbone. He is frequently invited to speak on trust planning, special needs planning, and elder law matters, and he has served as the chair of the Estate Planning section of the Tulsa County Bar Association. Mr. Kern serves on several Tulsa-area non-profit boards of directors.
Close![Klomparens, Robin](/img/t/fb1033bb9f6ed956d2cece53b32bdbae.jpg)
Robin L. Klomparens, J.D., LL.M.
Director
Fennemore WKBKY
Ms. Klomparens specializes in income, state and local estate and gift taxation. She advises clients on business... | Read More
Ms. Klomparens specializes in income, state and local estate and gift taxation. She advises clients on business transactions, entity formation (profit and non-profit), state and federal tax audits and litigation matters, estate planning, probate and trust administration, and serves as a consultant, expert witness and mediator in her field. She has been an adjunct professor for Golden Gate University in the Masters in Tax curriculum and has lectured extensively and has written numerous articles on various issues in her field of specialization.
Close![Smith, Marty](/img/t/f61bf17ee03e9ec057576f0e41ca459c.jpg)
Marty Smith
Partner
Bond Arnett Phelan Smith & Carreras
Mr. Smith's areas of practice include Agriculture Law, Business & Commercial Law, Environmental Law, Litigation... | Read More
Mr. Smith's areas of practice include Agriculture Law, Business & Commercial Law, Environmental Law, Litigation & Appeals and Real Estate Law.
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