2024 Succession Planning Workshop

Succession Planning for Agriculture –

What you need to know to build a lasting legacy

Saturday, March 16, 2024 - Sierra Valley Grange Hall in Vinton, Calif.

For complete agenda and speaker profiles visit -

https://ucanr.edu/sites/Rangelands/2024_Ag_Legacy_Symposium_-_Sierra_Valley_/

✻ = Required

First Name ✻

Last Name ✻

Affiliation (e.g. Ranch, Agency, Organization) ✻

Email Address ✻

Mailing Address ✻

City ✻

Zip Code ✻

Registration Details Information

Registration

$25.00 Quantity:

Name and email of additional guest(s)?

Student (must for a current college college or high school student)

$10.00

Booth Registration- includes 2 registrations/lunch tickets, 6 foot table for booth/display during the event, recognition on promotional materials and acknowledgment during the event.

$300.00

Baseline Information

This will help our speakers plan their presentations to better serve you as an attendees

What is your relationship to production agriculture? (MARK ALL THAT APPLY) ✻

Currently own and/or manage a farming or ranching operation A family member of someone who owns a farm or ranch An employee on a farm or ranch Agribusiness owner (crop protection construction etc) A service provider (lender crop consultant investment broker Extension professional attorney accountant insurance agent etc.) Government personnel (CA Department of Ag NRCS FSA RMA etc.) Other (non-ag business personal) Student

What is the current status of your secession/estate plan? ✻

Transition plan is completed Partially complete transition plan Started transition plan There is no plan Not applicable

Which of the following statements is true for you? ✻

Retiring Generation - I am currently or will be transitioning out or away from owning or managing the farm/ranch/business Successor Generation - I am currently or will be transitioning into owning or managing the farm/ranch/business Unsure Role - I have the potential but am unsure if I will "take over" the farm/ranch/business in the near future The farm/ranch/business of interest will most likely not continue to be owned and/or managed by family None of the above statements apply to me

Do you have a personal will? ✻

Yes, and I feel it is current Yes, but I should update it In progress No

Do you have specific questions regarding estate planning that you would like to get answered during the event?