Yes, I would just assume the succession planner not also be in the business of farm management. Has anyone ever worked with Corporate Farmer in Mason City, IA?
My state of residence is MN, but I own Iowa farmland. I avoided any use of a Farm Management Company in my estate planning and used a specialized Tax Attorney in the Twin Cities to do my estate planning. I believe using a Farm Management company to do this planning, they would just tend to issue you a Cookie-Cutter type of plan that fits 90% of the peoples needs and may not be the best for your situation. I had some very specific issue I wanted to do, and I believe this would have been above the knowledge of a Farm Management Company. I would suggest that you do the same, find a highly specialized Tax Attorney in Real Estate that does this stuff everyday. Sure the cost maybe slightly higher, but in an area that is so important, I believe you should get the absolute best in help and a very specialized Real Estate Tax Attorney has a much greater base of knowledge than a Farm Management Company. A farm management company will just issue you a Cookie-Cutter Estate Plan that works for 90% of the people, but may not work for you. Good Luck.