For Farm Families

Tuesday, February 24, 2015 9:30 a.m. to 4:00 p.m.

Registration begins at 9:00 a.m.

Armstrong Research Farm 53020 Hitchcock Avenue

Lewis, Iowa

Lunch included with paid registration.

“This program helps participants visualize what they want for their heirs and plan the process to achieve it.” Kelvin Leibold

Photo by USDA NRCS

Cass C

ounty

Ex

tensio

n O

ffice

805 W

est 10th

Street

Atlan

tic, IA 5

0022

& Iowa Quality Producers Alliance

Advance registration is required by

February 19 - Space is limited, register early!

Name: __________________________

Address: ________________________

City: ___________________________

State: _________ Zip: _____________

Phone: _________________________

E-mail: _________________________

Registration fee: $30 per person: _____

Or $50 per couple: _____

Estate Planning Book $20 each: _____

Total _________

Registration Fee includes lunch and handouts. Optional Estate Planning Notebook may be purchased for additional $20 (please indicate above). If you have a Notebook from a previous class, please bring it along!

Make checks payable to:

Cass County Extension

Mail to: Cass County Extension 805 West 10th Street

Atlantic, IA 50022

Estate Planning Goals/Questionnaire

Property Ownership

Federal Estate/Gift Taxes

Iowa Inheritance Tax

Farm Transfer/Succession Goals

Business Entities

Strategies for Transferring

Nursing Home Insurance

Equitable Treatment of On/Off Farm Heirs

Q & A Session Wrap-up

Learn about options that are best for your

farm operation and family

Presenters

Erin Herbold-Swalwell B.L.S., J.D,

Attorney at

Brick Gentry, P.C.,

Des Moines, Iowa

Kelvin Leibold

B.S., M.A

Farm and Agribusiness

Management Specialist for

Iowa State University

Extension and Outreach

Estate Planning / Family

Farm Transfer Workshop

is sponsored by:

Cass County Extension

Iowa Quality Producers Alliance

Iowa Cattlemen’s Association

*This workshop is a follow up to the Evaluating

your Estate Plan series presented in 2013;

attendance at that series is not required to attend

this workshop. Participants in that series may

bring their Estate Planning Notebook to this class

as a resource and not purchase another.

Questions? Call 712-243-1132 or

email keolson@iastate.edu.

More information available online at

www.extension.iastate.edu/cass

The fees for service will be used to off-set direct expenses

and to support the Cass County Agriculture and Natural

Resources Extension Program.

Registration Form

Iowa State University Extension and Outreach programs are available to all

without regard to race, color, age, religion, national origin, sexual orienta-

tion, gender identity, genetic information, sex, marital status, disability, or

status as a U.S. veteran. Inquiries can be directed to the Director of Equal

Opportunity and Compliance, 3280 Beardshear Hall, (515) 294-7612.

Cooperative Extension Service, Iowa State University of Science and

Technology, and the United States Department of Agriculture

cooperating.

Topics Include: