MU Extension offers estate planning class Aug. 23-24

  • Published: Tuesday, Aug. 6, 2019

LANCASTER, Mo. – University of Missouri Extension will hold a workshop Aug. 23-24 on how to transfer your farm or business.

A team of MU Extension educators with a variety of backgrounds in succession planning will lead the two-day workshop. A Missouri probate judge and a certified financial planner also lend their expertise to the program.

The workshop is 1-8 p.m. Friday, Aug. 23, and 9 a.m.-4 p.m. Saturday, Aug. 24, at various locations. The interactive program streams electronically. Participants will have the opportunity to ask questions.

Locations:

  • Kirksville, Adair County Annex Building.
  • Bethany, MU Extension Center in Harrison County.
  • Mount Vernon, MU Southwest Research Center.
  • Higginsville, MU Extension Center in Lafayette County.
  • Fulton, MU Extension Center in Callaway County.

This class will help owners of farms and small businesses begin making a plan to transfer their farm or business to the next generation. Topics include setting goals, assessing a farm’s or business’s strengths and weaknesses, the probate process in Missouri, estate planning tools, calculating retirement needs, and more, says Darla Campbell, MU Extension agricultural business specialist.

Preregister by 5 p.m. Monday, Aug. 19. The cost is $120 for one person and $60 for each additional person from the same business or family. One set of materials is provided. Fees cover a handbook with case studies, and forms for planning, developing financial statements and recordkeeping. Meals are served Friday evening and Saturday at noon. A minimum number of participants at each site is necessary to hold the class.

For more information, contact Campbell at 660-457-3469 or campbelld@missouri.edu.

Writer: Linda Geist

Media Contact

Darla Campbell
660-457-3469

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