MSU SOUTHWEST
MSU SOUTHWESTSW DISTRICT EXTENSION FARM MANAGEMENT EVENTS
Link to Roger Betz's District Farm Management Site
Link to 2008 Telfarm Educator Calendar - Southwest DistrictMI Estate
Planning and Business Succession Educational Materials and Web Site
From: Roger Betz
As you probably know, MI Extension no longer has Ag Econ Dept specialist in
Estate Planning and Business Succession. In order to have current materials
available and applicable for us to use with Michigan citizens, over the past
summer, I reviewed hundreds of Estate Planning and Business Succession Extension
Publications from across the US. I have selected over 40 specific publications
or links that I feel fit Michigan.
Many of the basic and some of the specific publications were written by Marsha
Goetting, Extension Family Economics Specialist and Professor from Montana.
I like her content and readability style. All of the publications are in PDF
format and most of them are applicable for Ag or Non-Ag situations. Information
(PDF files, and some links) all come from Extension sources or the Michigan
State Bar.
In addition, there is a link to download or view my Power Point presentations
on Business Succession and Estate Planning. There are several topics all included
in one large presentation (over 175 slides). This is what we use for our 3 day
workshop. Parts of this can be used for shorter programs. Each of you as well
as all of your clients has estate planning issues. I think you can find basic
to advanced information useful both to yourself and your clients. You are welcome
to make reference or include the web site in newsletters and communications.
I think the publications in the “Beginning” section provide good general information
for most questions and to get people started. You are welcome to download specific
files or if you would like the entire set I can send you a CD or email a zip
file.
Please share this with office staff that handle incoming phone calls and walk-ins.
Consider it a Michigan resource. Below is the list of publications and links
as presented in the web site: http://www.msu.edu/user/betz/estateplanning/index.htm
This site is under Estate Planning and Business Succession under my web site which is listed below in my signature. It is also available through the Calhoun Portal Page under Farm Management.
Beginning
Estate Planning Publications:
1. Estate Planning in Montana: Getting Started, MT199508 HRA
2. Transferring The Family Business to the Next Generation, Roger Betz, MSU
3. The Federal Estate Tax, MT199104 HR
4. MI-706, MI Treasury Michigan Estate Tax
5. Estate Transfer Summary, MSU Ag Econ SP03-02 Kelsey
6. Life Insurance: An Estate Planning Tool, MT 199211 HR
7. Gifting: A Property Transfer Tool of Estate Planning, MT199105 HR
8. Who Gets Grandma’s Yellow Pie Plate? Transferring Non-Titled Property, MT
199701 HR
9. 40 Estate Planning Tools, Section #5, The Ohio State University
10. Glossary of Estate Planning Terms, MT200202 HR
Estate
Planning Publications
1. Probate Administration
of Decedent’s Estate, State Bar of Mich
2. Durable Power of Attorney, State Bar of Mich
3. Patient Advocate Designation, State Bar of Mich
4. Trust: Definitions, Types, and Taxation, EPS #5, Minnesota
5. Revocable Living Trust, EPS # 6, Minnesota
6. Estate Planning with Living Trust, State Bar of Mich
7. Charitable Remainder Trust and Charitable Annuities as Estate Planning Tools,
Nebraska NF96-298
8. Special-Use and Alternative Valuation of Estate Property, Nebraska
9. Intergenerational Transfer Taxation, Un of Missouri
10. Income Tax Issues for Estate Planning, EPS #7, Minnesota Extension
11. Income Tax Considerations, Ohio State
12. Estate Planning
Links - List of web sites with topics - Missouri Farm
Business
Transfer and Succession Topics
1. Farm Organization Options, MSU Ag Econ SP2001-43 Kole
2. Comparisons of Business Organizations Table MSU Kelsey
3. Estate Planning, Planning for Tomorrow, Iowa State University Extension
4. Two-Generation Farming, Step 1: Getting Started, Iowa State University Extension
5. Two-Generation Farming, Step 2: Selecting a Business Arrangement, Iowa State
University Extension
6. Two-Generation Farming, Step 3: Making it Work, Iowa State University Extension
7. Two-Generation Farming, Transferring Machinery and Livestock, Iowa State
University Extension
8. Limited Liability Company, Kelsey MSU
9. Pre-Partnership Employment Contract, Roger Betz, Ralph Hepp, MSU
10. Life Time Transfer Strategies, University of Missouri
Other
Estate Planning Publications
1. Acting for Adults who become Disabled, State Bar of Michigan
2. Planning for Medicaid Qualification, State Bar of Michigan
3. Disposing of Personal and Household Items, EPS#9, University of Minnesota
Extension
4. What is a Personal Representative, Montana State University
5. Estate Planning for Families with Minor Children, Montana State University
6. Annuities, Montana State University
7. Inheriting an IRA: Planning techniques for primary beneficiaries, Montana
State University
8. Inheriting an IRA: Planning techniques for successor beneficiaries, Montana
State University
9. Sample Estate Tax Calculations and Illustration of Potential Savings from
a Simple Estate Plan, Sec 10, The Ohio State University
10. Blank Forms to Analyze Your Own Settlement Cost, Section 11, The Ohio State
University
11. The Personal Finance Scorecard: Your Annual Check, Virginia Cooperative
Extension
12. Scorecard Checkup, Virginia Cooperative Extension
Roger
Betz S.W. Dist. Ext. Farm Management Agent
Michigan State University Extension
315 West Green Street Marshall, Michigan 49068
Email:betz@msu.edu
Web Page www.msu.edu/user/betz/
Office 269-781-0784, FAX 269-781-0768,
Voice Mail 269-781-0775
Janice Knuth 269-781-0780 jknuth@calhouncountymi.gov
2008 Telfarm Educator Calendar - Southwest District
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January
2008
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Telfarm
Business Analysis Dates
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12
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16
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17
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18
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February
2008
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5
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6
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7
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8
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12
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14
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15
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19
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21
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26
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28
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Updated 2/6/07