Succession & Estate Planning Workshop

Sensitive issues such as money, death, and family relations are often challenging topics to talk about and often they will be avoided. However, passing on one’s life work is important and critical to the success of the farm and ranch business. It is imperative that families discuss, plan and document a good succession and estate plan to ensure their ranch or farming legacy continues. This issue is so important that the USDA Risk Management Agency is funding CSU’s efforts to help Colorado’s farmers and ranchers.

planning for our future

Leaving a Lasting Legacy - Westcliffe Event Details

This event will take place at Nacho Mama’s Restaurant in Westcliffe on Tuesday, March 10 from 9:30am – 4pm. Lunch and materials will be provided. Cost for the event is $25 for the first family member and $10 for each additional family member.

In this workshop you will learn about:

  • Sharing your values and life lessons with future generations
  • The process for gifting your personal possessions that have emotional value
  • Planning for important end-of-life issues
  • Transferring your finances and real estate

Speakers

Jeff Tranel, Agricultural and Business Management Economist with Colorado State University. Jeff co-authored the “Leaving a Lasting Legacy” course and resource materials. He has spoken and conducted workshops for thousands of farm and ranch families across Colorado and throughout the western United States. Currently, his professional focus pertains to legacy, succession, and estate planning.

Norm Dalsted, Professor and Agricultural and Business Management Economist with Colorado State University. Dr. Dalsted has spent much of his 35-career working with farm and ranch families on the topics of financial management and estate planning.

 

For information or to register, contact Robin Young, (719) 783-2514 or This email address is being protected from spambots. You need JavaScript enabled to view it.

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  • Rob Talbott Sunday, 28 February 2016 20:24

    I am working putting to gather speakers for the upcoming Western Colorado Horticulture Society program which is held in Grand junction CO. in January 2017. My need is for a speaker on the subject of succession. I would like to get in contact with Mr Jeff Tranel or Norm Dalsted. Thanks
    Rob Talbott
    970 986 0498
    A text will work as weil.

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