Multi Generation Farm Transition and Estate Planning

Beginning or transitioning farmer? Learn more and discover resources to help you take the next step

University of Minnesota Extension is presenting four webinars on introductory
farm transition and estate planning. Webinars are held Wednesdays from 10 –
11:30 a.m. and are no cost to attendees. Pre-registration is requested by going to extension.umn.edu/courses-and-events/farm-transition-and-estate-planning ; meetings will be held virtually on Zoom. Attend one or attend all four!

Farm Transition 2021 and 2022

December 1st – Developing your farm transition goals and assembling your “team”

December 8th – Wills, trusts, ownership titling—what does it all mean?

December 15th – All things tax: gifting, selling, and transferring

December 22nd – Putting the basics together: estate, retirement, healthcare, and business transfer planning

MULTI-GENERATIONAL FARM TRANSITION RETREAT 2022

Join us for hands-on planning and discussion for the farm family. All generations actively
involved in the farm should attend the retreat together, including spouses, partners and/or
other relevant parties. Pick the location most convenient for your family.

Attend to dive deeper into conversations about: family and business goals, job responsibilities, financial needs of farms and families, inheritance considerations, and mechanisms of transfer.

Alexandria- Friday, February 25, 5 to 8:30 pm & Saturday, February 26, 8:30 am to 4:30 pm

Mankato- Friday, March 11, 5 to 8:30 pm & Saturday, March 12, 8:30 am to 4:30 pm

For educational resources on farm transition and estate planning visit z.umn.edu/farmtransition. Questions or comments? Contact Megan Roberts at meganr@umn.edu or 320-290-3872. To register for this no-cost event visit extension.umn.edu/farmtransition

Farm Transition Newsletters

How to Start Our Farm Succession

Making the Most of Your Goals

For assistance with difficult family transition conversations please contact Ted Matthews or Monica McConkey, MN Rural Mental Health Specialists.


Beginning & Transition Farmer Resources

Minnesota State Farm Business Management Program

Beginning & Transition Farmer Resources

Beginning Farmer Tax Credit

MN Farm Link Program

Financial Assistance and Loans

Minnesota Farm Safety Resources

Minnesota ROPS Rebate Program

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