Succession and Estate Planning Kickoff Seminar for Farm Businesses

Wednesday, January 24, 2018
9 AM – 3 PM
Quality Inn, Batavia, NY

You Will Learn:

  • Why planning is critical to succeeding when a new generation joins the management team or takes control of the farm business.
  • About the legal issue surrounding asset preservation in estate and transfer planning.
  • Communication tactics to use for building strong working relationships across the generations.
  • Meet people who can help you develop an estate and/or succession plan that fits your farm.


  • Preserving Farm Assets for Future Generations.
  • Legal Issues to Address in Estate and Farm Business Succession Planning.
  • Communicating to Build and Strengthen Working Relationships.


  • Timothy Moag, Freed, Maxick and Battaglia, CPAs PC
  • Steven Walker, Scolaro, Fetter, Grizanti, McGough & King, PC, Attorneys & Counselors at Law
  • Erica Leubner, MSW, NY FarmNet Farm Family Consultant


Register online or contact Lisa Aures at [email protected] or 585-786-2251. The registration fee, including handouts, morning refreshments and lunch is $40 for the first person from a farm and $30 for additional attendees from the farm, if enrolled with CCE. If not enrolled with CCE, cost is $50 for the first person and $40 for additional attendees.

Cornell Cooperative Extension’s Northwest New York Dairy, Livestock and Field Crops Team and PRO-DAIRY encourage farm owner managers and potential entrants to the business to participate in this seminar for an introduction to important concepts in succession and estate planning.

A series of workshops to help participants clarify their goals, identify a planning team to assist in achieving retirement, succession or estate planning goals and learn skills for communicating your ideas to your heirs or successors will be offered following this seminar.