On June 5th in San Luis Obispo, the California Rangeland Trust hosted the first of a series of succession planning workshops titled, “Conserving Your Legacy”. The workshop featured a collection of landowners and experts to discuss the crucial process of estate planning for ranching families.
Krista Sabin, partner at Ogden & Fricks LLP, kicked off the day by highlighting the importance of estate planning with a look inside the world of the Dutton family from the fictional TV series, Yellowstone. The day then proceeded with a panel discussion featuring Nita Vail (land broker), Todd Murphy (land appraiser), and Sarah Kramer (ag loan officer), followed by a Q&A with local ranchers and Rangeland Trust landowner partners, Kyler Hamann, Kevin Kester, and Steve Sinton. Scott Pilchard, of Western Skies Advisory, wrapped up the day by discussing the various investment options available when setting up estate plans.
The Rangeland Trust knows that keeping ranchers ranching means supporting them in planning for the future. That’s why we are committed to helping connect them with key resources to assist them in achieving their goals. We are planning on holding more succession planning workshops throughout the state. Visit www.rangelandtrust.org/events for more information on upcoming workshops or reach out to Robin Hanson at rhanson@rangelandtrust.org.
California Rangeland Trust is a nonprofit, tax-exempt charitable organization (tax identification number 31-1631453) under Section 501(c)(3) of the Internal Revenue Code. Donations are tax-deductible as allowed by law.
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