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Farm & Small Business Estate Planning (Session 1 of 3)


Tuesday, Jan. 14, 2014, 6 p.m. to 9 p.m.


Three Rivers College, E.K. Porter Distance Learning Center
2080 Three Rivers Blvd, Poplar Bluff MO map...


Estate Planning, like many other issues today, has its own set of jargon that can be difficult for people to understand. Additionally, farmers and businesses face some unique problems related to estate planning that other wage earners do not. Farmers and businesses have a large amount of non-titled assets such as livestock and equipment that is not faced by other individuals. These two issues cause farmers and business persons to delay seeking competent advice on their estate and business succession planning. Increasing capital requirements for these businesses has expanded this issue as well.

Topics that are covered in this program include:

Session I: what you’ll need to plan your estate; property ownership in Missouri; the family business: organization, operation, and transfer; choosing your advisors wisely.

Session II: probate in Missouri; federal and state estate tax issues; introduction to available estate planning tools.

Session III: continuation of available estate planning tools; special estate tax provisions; long-term care concerns, family communication and starting the process of setting up your estate plan.

This program is taught via interactive television (ITV). The program has a probate judge to discuss probate.

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$70 per business or couple with one set of materials. Fee includes light meal and materials.

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