Your Land, Your Legacy (Oshkosh/Delafield)

Oshkosh Session 1
March 18th, 5:00 PM to 8:30 PM

Delafield session 1
March 25th, 5:00 PM to 8:30 PM

Oshkosh Session 2
April 1st, 5:00 PM to 8:30 PM

Delafield Session 2
April 8th, 5:00 PM to 8:30 PM

Your Land, Your Legacy

A two-part workshop on estate and succession planning for family woodland owners

Many family forest owners envision their land remaining in the family for generations.
But does your family share your dreams for the future of your land? Do you have a plan in place to keep the land intact? Passing property from one generation to the next is legally and emotionally challenging. This program is designed to give landowners and families the tools to make the transition a successful one. We encourage attendees to bring family members to start the planning process together.

SESSION 1:
What are the tools available to help you plan your estate?
This session includes presentations on ownership options, transfer tools,
land conservation options and financial tools and implications. We will have
an attorney, land trust representative and Certified Public Accountant
(CPA) or tax specialist presenting and answering your questions.

SESSION 2:
How do you ensure that your estate plan will be a success?
This session will cover the steps necessary to ensure that the next owners
are invested in your woodlands. We will cover keys to success and begin
creating a vision and goals for a succession plan, as well as an action plan to
involve the next owners of your land.

EXTENSION WINNEBAGO COUNTY
625 E. COUNTY ROAD Y, OSHKOSH, WI
SESSION 1: Monday, March 18, 5-8:30 pm
SESSION 2: Monday, April 1, 5-8:30 pm
LAPHAM PEAK – HAUSMAN NATURE CENTER
W329 N846 COUNTY ROAD C, DELAFIELD, WI
SESSION 1: Monday, March 25, 5-8:30 pm
SESSION 2: Monday, April 8, 5-8:30 pm

SPACE IS LIMITED to the FIRST 30 ATTENDEES for each workshop.
Register early to guarantee your spot. Fees include 1 set of materials
per family and dinner at each class.

We will have options for VIRTUAL ATTENDANCE for those who have
family who want to attend but are unable to be there in person. This
will include presentations, and the ability to participate in family
break-out discussions.