Succession Planning - Pickell
In "Business Succession Planning," Norman Pickell discusses the topics
that the owner of a business needs to think about when preparing for
retirement from the business, whether the business is a farm, a store, a
restaurant, a machine shop, or some other type of business.
Estate Planning - Checklist for Farm Families
The Estate Planning Checklist for Farm Families, published by the
Agriculture Departments of British Columbia, Alberta and Saskatchewan,
provide information on the transfer of the family farm.
Planning - "Fair versus Equal"
While this excellent article entitled "Fair Versus Equal - What Do
Parents Owe Their Children?" is directed to farmers, it is equally
applicable to all business owners and addresses issues having to do with
retirement, passing the business to the next generation and estate planning.
Estate Planning - Family Business - Bachle
In "Estate Planning and Family Business Mediation," Laura Bachle
describes the advantages of members of a family business retaining a
mediator to assist in estate planning and resolving disputes that arise
in a family business.
Planning - Mediation - Hull
The pre-estate family conference process, which is used to prevent
estate-related disputes later, is explained. In addition to reading what
is written, be sure to watch the video which is accessed through "Hull
Estate Mediation TV."
Family Farm - Succession Planning - BDO
"Succession Planning for the Family Farm," by BDO Dunwoody LLP, provides
information for succession planning of family farms.
Farm Succession -
This site is for use by farmers and their accountants, lawyers and
others who provide advice to their farm clients.
Farm Succession Planning Steps And Checklist - OMAF
"Farm Succession Planning Steps And Checklist" by the Ontario Ministry of
Agriculture, Food and Rural Affairs, provides a list of do's and don'ts
to start the thought process on farm succession planning.
"The Farm Transfer: Talking and Planning with Your Family" is prepared
by Manitoba Agriculture, Food and Rural Initiatives.
Farm Transfer and Estate Planning - American Farmland Trust
A Fact Sheet entitled "Farm Transfer and Estate Planning" from the
Farmland Information Center of American Farmland Trust.
Mediation in Estate
Planning - Gromala
"The Use of Mediation in Estate Planning," by John Gromala, describes
how mediation can be used in some types of estate planning situation
such as when there is family business.
Mediation in Estate
Planning - Rubenstein
"Creating Certainty for Your Client: Using Mediation in Estate
Planning," by Judith Rubenstein and Christopher Jones points out the
benefits of using mediation in estate planning, particularly when one of
the assets is a business.
Generation and Family Business
In her article "Making it Easier to Manage the Transition of a Family
Business to the Next Generation," Patricia Lane provides the starting
point to preserve the relationships and build the future that family
business leaders so often dream of creating.
Preventing Second and Third Generation Business Failure
"Prevent Family Business Failure Through Dialogue," by Richard Yocum,
shows the advantages of using a facilitator/mediator when families
transfer businesses from one generation to another.
Agreement - Olleck
"Use a Shareholders Agreement to Protect Your Estate," by Sucha Ollek,
describes the advantages of a shareholders agreement when it comes to
Succession in Place - Rozell
"Succession in Place," by JP Jay Rozell, points out why every business
should have a succession plan in place at all times
Succession Planning - Collins Barrow
"Succession Planning," by Collins Barrow, starts to scratch the surface
of succession planning issues.
Succession Planning - Family Business - BDO
"Succession Planning for Family Businesses," by BDO Dunwoody LLP,
provides information for succession planning of family businesses.