MU Extension offers estate planning class

Posted on Wednesday, January 2, 2013 at 10:41 am

Do you want to be in charge of who gets your assets after you’re gone? Are you concerned about what your estate will cost your heirs? What are the best tools available to plan my estate how I want?  These are just a few of the questions that will be answered at the Farm & Small Business Estate Planning Workshop series that is being held on Jan. 16, 23, 30, and Feb. 6.  The sessions will begin at 6 p.m. and run until 9 p.m. at the Louisiana High School ITV Room (3321 Georgia Street). These sessions will be done via ITV and each site will have a local facilitator to assist people. Pre-registration is required by Jan. 11.

“Due to the fact that farmers and businesses have some very unique estate issues, these sessions are geared to their specific needs” says Joe Koenen, Agricultural Business Specialist with University of Missouri Extension who is one of the persons who developed and will help teach this program. “The major increase in asset values, especially land, in the last several years, and the recent law discussions (and no solution as of this writing) at the Federal level has made this topic even more critical of late.”

Any interested persons are welcome to attend Darla Campbell and Karisha Devlin, Agricultural Business Specialists, also will assist in teaching and helped develop this program, as well. Karl DeMarce, an Associate Circuit Judge from Memphis will discuss probate in Missouri.

Session one will discuss Why Plan Your Estate; Who Should Be Involved; What Materials You’ll Need; Property Ownership and Business Organization and Choosing Advisors, including attorneys. Session two is on Probate Here in Missouri; Estate and Gift Taxes; Communication Issues with Family and others and An Introduction to Estate Planning Tools. Session three will be on Probate with Judge DeMarce and Session four will finish up with Estate Planning Tools and discuss where to go from here. You need to attend all four sessions of this class.

For more information about registration,  contact your local extension office or Joe Koenen at (660) 947-2705 (e-mail koenenj@missouri.edu).

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