Summer Series Part 1: Estate Planning

June 24, 2021

Event

Join us for a Summer Q & A series provided exclusively for members of Catholic Rural Life. We will offer a different topic in June, July and August – addressing the most common questions business owners and families have about designing an efficient and effective estate and succession plan.

Facilitated by Kevin Spafford, CRL member and one of the ag industry’s foremost experts on the subject of succession planning, this series will address many of your concerns and offer you an opportunity to submit any questions.

Each 30-minute session will be succinct and packed with information. Kevin will provide you with his experiences regarding some of planning’s most pressing issues, followed by time to share or submit your thoughts, concerns, and questions. For those questions that may be beyond the scope of a given session, Kevin is willing to talk with you individually at your request.

JUNE 24, 10:00am CDT:  Estate Planning                                  

  • What is a trust, do I need a power of attorney, and why do I need a will if I have a trust?
  • Since the new administration in DC has promised to change the estate tax laws, shouldn’t I wait to plan until I know what the new law is?
  • What is included in my estate, how is my estate valued?
  • What are the planning secrets, families use to avoid the estate tax and grow legacy estates for their families? 

Click here to learn more and register.

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