Wisconsin Farm Succession and Estate Planning Webinar Series Announced

farm with fieldThe Waupaca County UW-Extension will be offering a series of webinars on farm succession and estate planning.

Cost is $5.00/person per session OR $40 for the entire series for 2 farm family members.  Pre-registration is required.  To register contact our office at 715-258-6231 or email: dana.nelson@ces.uwex.edu .  Limited to 18 participants per session.

The webinars will take place in Room 1037 at the Waupaca County Courthouse (room right across the hall from the UW-Extension office) from 1:00 – 3:00.  The series will include the following:

  • August 25 – Agriculture Leasing Contracts – Phil Harris, UW-Extension Ag Law Specialist (1:00 – 3:00)
  • September 22 – Tax implications of transitioning from a sole proprietorship to an LLC – Kari Apel, CPA, CEO of Apel Associates (1:00 – 3:00)
  • October 27 – Overview of succession planning – Joy Kirkpatrick, Center for Dairy Profitability (1:00 – 3:00)
  • November 17 – How big is your house? How big does it need to be? Financial Analysis for succession planning – Kevin Bernhardt, UW-Extension Farm Management Specialist (1:00 – 3:00)
  • January 26 – Estate Planning – Bridget Finke, Attorney, Bakke Norman Law Offices (1:00 – 3:00)
  • February 23 – Long Term Care: Planning for my future needs – Steve Shapiro, Medigap Insurance Specialist, State of Wisconsin Board on Aging and Long Term Care and the Wisconsin Office of the Commissioner of Insurance (1:00 -3:00)
  • March 23 – Medicaid Eligibility and Recovery – Anthony Schmoldt, Attorney Schmoldt Law Office (1:00 – 3:00)

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