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Succession Planning, Part 2: Working with an Attorney

  • Oregon Convention Center 777 Northeast Martin Luther King Junior Boulevard Portland, OR, 97232 United States (map)

Learn how, when, and why to work with an attorney in succession planning. Attorney Maria Schmidlkofer will discuss engaging in estate planning early, elements of a successful succession plan and general timeline for implementation. She’ll talk through important information that you need to know about your operation to make the process run smoothly, legal tools that can help the succession process, and tips for mitigating Oregon estate tax. Then take a deeper dive into conservation easements on working lands with Ivor Kincaide of Oregon Agricultural Trust and discuss how they can be used as a tool for succession. Registration and more info here.