Wisconsin Farm Succession and Estate Planning

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Event Information


September 22nd, 2016 - March 23rd, 2017


1:00pm - 3:00pm


$2 per person


Jane Anklam





A seven part series, “Wisconsin Farm Succession and Estate Planning” will be offered the last Thursday of each month beginning this Thursday, August 25- March 23 (no session in November or December).  The instruction will be via live webinar and held from 1-3 pm at the UW Extension Rm 107, Douglas County Courthouse.

The first offering is free and will concern Agricultural Leasing Contracts, led by UW-Extension Ag. Law Specialist, Phil Harris.  The future sessions will cost $10.00 for the series or $2.00 at the door.

Topics covered will be:

August 25 – Agriculture Leasing Contracts – Phil Harris, UW-Extension Ag Law Specialist (1:00 – 3:00)

September 22 – Tax implications of transitioning from a sole
proprietorship to an LLC
 – Kari Apel, CPA, CEO of Apel Associates (1:00 – 3:00)

October 27 – Overview of succession planning – Joy Kirkpatrick, Center for Dairy Profitability (1:00 – 3:00)

November 17 – How big is your house? How big does it need to be?
Financial Analysis for succession planning
 – Kevin Bernhardt, UW-Extension Farm Management Specialist (1:00 – 3:00)

January 26 – Estate Planning – Bridget Finke, Attorney, Bakke Norman Law Offices (1:00 – 3:00)

February 23 – Long Term Care: Planning for my future needs – Steve Shapiro, Medigap Insurance Specialist, State of Wisconsin Board on Aging and Long Term Care and the Wisconsin Office of the Commissioner of Insurance (1:00 -3:00)

March 23 – Medicaid Eligibility and Recovery – Anthony Schmoldt, Attorney Schmoldt Law Office (1:00 – 3:00)

Farm Succession 2016 Flyer

University of Wisconsin, U.S. Department of Agriculture and Wisconsin counties cooperating.  UW-Extension provides equal opportunities in employment and programming including Title IX and ADA requirements.  Any person requiring special accommodations for attending Douglas County UW Extension Programs should contact 715-395-1363 in advance of scheduled programs so that
appropriate arrangements can be made.

For more information contact Jane Anklam at UW- Extension for more information (jane.anklam@ces.uwex.edu) 715-395-1515.

Event Location

Douglas County Courthouse, 1313 Belknap Street, Room 107, Superior, WI

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