Estate Planning Challenges and Strategies for Farm Families

Topic:

Estate planning for farmers is a unique endeavor. The capital-intensive nature of farming and the family legacy associated with the land are just two of the many issues that make estate planning for farm families challenging but rewarding. In this webinar, we will discuss some of the issues of farm estate planning and some practical strategies that can be implemented to help farm families meet their estate planning goals. Topics will include on-farm/off-farm heir strategies, distribution plan ideas and incorporating trusts into the estate plan.

 

Time and Date:

   

Wednesday, February 15, 2023

Noon – 1 p.m. (EST)

11 a.m. – Noon (CST)

Participation:

View a Recording of the Webinar Here

Presenters:

Robert Moore is an attorney and research specialist with the Agriculture and Resource Law Program at the Ohio State University. Prior to joining OSU, Robert and his wife, Kelly, owned Wright & Moore Law Co. LPA, a law firm in Delaware, Ohio focusing on legal services for farmers and landowners.  Robert continues to provide legal services to clients on a part-time basis.

Robert was raised on a dairy farm in Coshocton County, Ohio.  He attended Ohio State University receiving a B.S. in Dairy Science and an M.S. in Agricultural Economics.  He received his J.D. from Capital University in Columbus, Ohio where he graduated cum laude.

Robert began his career as a county Extension Educator with Ohio State University Extension.  He later worked in the Agricultural, Environmental and Development Economics where he worked on farm budgeting, custom rate surveys, and other farm management related work.  Robert left OSU Extension in 2004 to enter private practice.  After 18 years of private practice, he rejoined OSU Extension.

Robert’s area of focus is farm succession planning, business entities and taxation.  Over the years, Robert has worked with many farm families in designing and implementing succession plans for their family farming operations.  He is excited to bring his experience to the Agriculture and Resources Program and looks forward to providing information and resources to farm families.

Research & Materials:

Slides from Presentation