Farm and Ranch Succession Planning Workshop Coming Feb. 8-9 to the Foothills
U.C. Cooperative Extension-Central Sierra Farm Advisor Lynn Wunderlich invites foothill farmers and ranchers of all generations, their off-farm heirs, and employees or other non-family successors, to a two-part, interactive workshop to be held Sunday February 8, from 2- 6 p.m. and Monday, February 9, from 6-9 p.m. at the El Dorado County Board of Supervisors chambers. Attendees will learn the steps to succession planning; clarify values and goals for their family farm or ranch; gain take home tools to determine their heirs’ interests; gain knowledge of legal and other business considerations and understand the financial impacts of ownership transfers across generations.
Featured expert speakers for the workshop include: Rodney Carter, Accredited Farm Manager (AFM), Golden State Farm Credit, Chico, Ca., Jana Ellerman, founding partner of Guthrie & Ellerman, a Professional Law Corporation, Placerville, Ca., Deborah Giraud, UCCE UCCE Farm and Community Development Advisor, Humboldt/Del Norte Counties and Liya Schwartzman, Central Valley Regional Coordinator, California FarmLink. The team represents a group with long term experience in serving farmer and rancher needs for successful estate planning.
Rod Carter is employed by GSFC business Consulting, a division of Golden State Farm Credit. Since 1999, he has provided a broad array of business consulting services to farmers, rancher and agri-businesses. Rod has been a member of the American Society of Farm Managers and Rural Appraisers since 1979 and earned their Accredited Farm Manager designation in 1984. Rod’s consulting assignments have taken him across the United States, and he has also worked with a division of Bank of Mexico to train agricultural advisors as they privatized their institutions. Website: http://keepthefarm.com
Jana Ellerman was raised in Texas and obtained her law degree from Loyola Law School in Los Angeles with honors in 1986. Since moving to El Dorado County in 1997, her practice has focused exclusively on estate planning, probate, conservatorships, trust administration, elder law, and special needs planning. She has served on the Planned Giving Committee of the El Dorado Community Foundation, and the El Dorado County Elder Abuse Task Force and as chair of the Probate Section of the El Dorado County Bar Association. She is currently a member of Trusts and Estates Executive Committee of the State Bar of California (TEXCOM).
Deborah Giraud serves the horticulture industry and runs Master Gardener and Master Food Preserver volunteer programs for UCCE in Humboldt/Del Norte Counties. Her interest in farm and ranch succession started almost 10 years ago when she heard older farm owners worrying about their farms and how the next generation would be able to continue farming. She has offered statewide conferences and many workshops in Humboldt County on Farm Succession Planning, partnering with California FarmLink and Oregon State.
Liya Schwartzman, Central Valley Regional Coordinator, California FarmLink. Liya has a passion for making a difference, working in community organizing and fundraising and conducting research for the California Department of Conservation. She has experience in guiding farmers through succession planning.
If you are curious how ready you might be for your family farm or ranch succession, you can take the free survey at: http://ucanr.edu/frsrsurvey
Cost for the workshop is $35. To register go to http://cecentralsierra.ucanr.edu/Events_Workshops/Farm_-_Ranch_Succession_Planning_Workshop/