Farm Estate Planning Materials 
Farm Estate Planning Workshops - Materials

"Rising land prices have pushed the values of farm assets to high levels. When it becomes time to pass farms to a new generation, estate planning is essential to accomplish family goals.  The Department of Agricultural and Resource Economics has upcoming workshops that will help farm families with estate planning in the constantly changing economic and legislative situations we face.  It will be well worth attending these sessions for many Maryland owners of farmland."

Dr. Bruce Gardner, Interim Dean
College of Agriculture and Natural Resources

What Happened?

Two, one day seminars for farm families and owners of farm and rural land were held in August at two Maryland sites. The purposes of these workshops were to

bulletDevelop a working knowledge of the various types of estate planning tools that are applicable to their unique situations.
bulletUnderstand the federal and state tax implications of the various estate planning tools.
bulletBe motivated and comfortable in seeking local resources to establish their individual estate plans.

Agenda and Presenter Materials - Estate Planning Workshop


Wesley Musser, University of Maryland, Presiding

Welcome and Introductions

Shannon Potter, Talbot Co, MCE (in Easton)

Mary Ellen Waltemire, MCE (in Mt. Airy)
 

Estate Planning and Farm Finance

Presentation

Kenny Bounds, Mid-Atlantic Farm Credit (in Easton)

Jim May, Mid-Atlantic Farm Credit (in Mt. Airy)
 

Basics of Estate Planning

Presentation
Glossary
Resources

Mike Sciabarrasi, University of New Hampshire

Maryland Perspective

Michael Hodes, Hodes, Ulman, Pessin, & Katz, Towson, MD
 

Agricultural Land Preservation

Presentation

 

Lori Lynch, University of Maryland
 

Who Gets Grandma’s Yellow Pie Plate?

Presentation

Donna Brinsfield, Caroline Co, MCE (in Easton)

Lynn Little, Washington County, MCE (in Mt. Airy)
 

Effective Communication among Family Members

Presentation

Toby Treem, University of Maryland, School of Law
 

For more information contact

Dr. Wesley Musser
Dept of Agriculture and Resource Economics
University of Maryland
2200 Symons Hall
College Park MD  20742-5535
301.405.0017 or by email

Sponsored by

Maryland Cooperative Extension
Maryland Department of Agriculture
Risk Management Agency, USDA

 

 
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