Managing for Today and Tomorrow Succession, Business, Estate, and Retirement Planning for Farm and Ranch Women Managing for Today and Tomorrow Roger Betz.

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Managing for Today and Tomorrow Succession, Business, Estate, and Retirement Planning for Farm and Ranch Women Managing for Today and Tomorrow Roger Betz Michigan State University Extension

Managing for Today and Tomorrow Succession, Business, Estate, and Retirement Planning for Farm and Ranch Women Beta Test - Michigan Jan Feb 2012 One night per week Added additional night for total of 5 – snow date that we didn’t use Dinner 5:30 pm Program 6:00 pm Done by 9:00 pm 10 People

Managing for Today and Tomorrow Succession, Business, Estate, and Retirement Planning for Farm and Ranch Women Thoughts/Observations Hard to get people to commit but max of 20 Always problems of a few people missing sessions – catch up Allow/encourage time for interaction – critical – Exercises, breaks, open discussion, questions Make room comfortable for conversation Do not use “class room” style Round tables with 4-5 per table

Managing for Today and Tomorrow Succession, Business, Estate, and Retirement Planning for Farm and Ranch Women

Managing for Today and Tomorrow Succession, Business, Estate, and Retirement Planning for Farm and Ranch Women Need to have Mix of Presenters (at least two per night, women preferred) Extension Educators Local Estate Planning Attorney - Local Bank Trust officer - Trust Life Insurance Agent – Caution Probate Judge- usually very good - Probate Investment Agents – Merrill Lynch -retirement Local Loan officer

Managing for Today and Tomorrow Succession, Business, Estate, and Retirement Planning for Farm and Ranch Women

Managing for Today and Tomorrow Succession, Business, Estate, and Retirement Planning for Farm and Ranch Women Need to Adapt to your State Probate is state law and different in each state – Probate Judge Ask Local Attorney to review materials, terminology and then present some material one or maybe two nights. Adjust the materials as needed

Managing for Today and Tomorrow Succession, Business, Estate, and Retirement Planning for Farm and Ranch Women

Managing for Today and Tomorrow Succession, Business, Estate, and Retirement Planning for Farm and Ranch Women Comments Very good program – Warren Schauer - This summer 1 session – Planning for this fall and winter 3 sessions Work with Farm Bureau Young Farmer Program Important for one Extension person to attend all sessions - continuity issue Ties into “The Legacy Project” Husbands/men last session?????? – My bias is no

Managing for Today and Tomorrow Succession, Business, Estate, and Retirement Planning for Farm and Ranch Women

Managing for Today and Tomorrow Succession, Business, Estate, and Retirement Planning for Farm and Ranch Women Roger Betz Sr. Dist. Extension Farm Management 315 West Green Street Marshall MI WEB PAGE: Cell Phone

Managing for Today and Tomorrow in North Dakota Lori Scharmer North Dakota State University Extension Service

North Dakota Annie’s Project – Offered 7 years, 71 sites, 966 participants – Single Gender

North Dakota Farm/Ranch Transition Planning – Offered 4 years, 57 sites, 996 participants – Couples and multi generation families

North Dakota Managing for Today and Tomorrow – Offered 1 year, 2 sites, 14 participants – Single Gender

North Dakota The Future Design Your Succession Plan (New) – Couples and multi generation families – Define the process and terms – Communication with family Conversation starters Talking about the tough issues – Choosing and working with professionals

Lori Scharmer, Interim Family Economics Specialist NDSU Extension Service p: / f: / m: