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Farm and Ranch Succession Planning Workshop

January 29, 2020 @ 12:30 pm 4:00 pm

Are you concerned about the high costs of the Oregon estate tax? Are you unsure who will take over your farm? Are you trying to identify a farm and business transition plan for family members? East Multnomah and Clackamas SWCDs present the Farm and Ranch Succession Workshop Series to help you with these challenges!

  • When: January 15th & 29th, February 12th & 26th 1:00 p.m. – 4:00 p.m., with a complimentary light lunch provided at 12:30 p.m.
  • Where: Multnomah Grange, 30639 SE Bluff Road, Boring
  • Cost: Free!
  • Registration: Kathryn Nishimoto at (503) 594-0738, kathykb@clackamas.edu
  • Questions: Diana Tourney at (503) 594-0732

Goal Setting for You and Your Family, Wednesday, January 29th

  • Communicating strategies and goal setting
  • Learn from self-analysis
  • Navigating the equity issue among heirs and key employees

Getting Organized, Wednesday, February 12th

  • Organizing your business entity – the best structure
  • Organizing your finances
  • Operational considerations
  • Minimizing estate tax

Passing on Management Roles, Wednesday, February 26th

  • Preparing the business for transition of all roles
  • How to work with your family to pass on the business (estate vs. will)
  • Easements as a succession tool

Diana Tourney

(503) 594-0732

View Organizer Website

Multnomah Grange

30639 SE Bluff Rd
Boring, Oregon 97009 United States
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