Thread: Succession Planner
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12-11-2012 02:50 PM #1Junior Member
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Succession Planner
I'm looking for recomendations for a good individual or company who specializes in Farm Succession Planning located in the North Central Iowa area.
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12-11-2012 03:23 PM #2Senior Member
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Hertz Farm Management of Stalcup Farm Management.
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12-12-2012 03:41 AM #3Banned
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Be sure to ask Hertz to use the "premium" superlube. John
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12-12-2012 10:10 AM #4Junior Member
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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?
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12-12-2012 12:04 PM #5Banned
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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.


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