Farm Succession Planning
Farm succession planning is crucial for ensuring a smooth transition of ownership and management of a family farming operation.
At Moin Morris Schaefer, we have developed a simple 7 step process to help families through their succession planning, based on years of experience advising farming families in the best and worst of times. We work with families and their advisors to develop a comprehensive plan that is practical and actionable.​
1. Initial Information Gathering Meeting
2. Engage with Trusted Advisors
3. Retirement and Succession Goals
4. Identify Farm Successors
5. Prepare Legal Documentation
6. Review Succession Plan
7. Finalise Succession Plan
Contact us to find out more about our Farm Succession Planning package approach, and to book your initial appointment with one of our experienced succession planning lawyers.
We stand by all of the legal information on our website. However it is important to understand that it is not legal advice for you. Advice must be tailored to your circumstances, and every client’s circumstances are unique. If you try to apply the above information to your circumstances it may not lead to the outcome you seek. We would be most happy to provide tailored advice for you suited to your circumstances.