Seminar
Please join us for the Business Operations Seminar: Farm/Ranch Transition and Estate Planning on January 26 from 9:00-10:30 A.M. presented by Eric Kalkowski, Principal of Vineyard Wealth Strategies and Attorney Victor J. Hererra of Carmel & Naccasha.
Topics Covered
During this workshop at Oxford Suites | 800 4th St, in Paso Robles, Eric and Victor will discuss how you can plan for the successful transition of your farm or ranch to the next generation with the goal of minimizing your estate taxes and treating your heirs fairly.
Topics include:
- How to ensure the survival of your farm or ranch for future generations
- How to plan for the orderly transition of your farm or ranch to the next generation
- How to treat heirs fairly
- How to help create a “road map” or “action plan” for implementing these solutions
Registration
Space is limited, so please register today! Registration is free for Paso Robles Wine Country Alliance members and open to non-members for $20pp. Non-members please contact cyeasan@pasowine.com to register.
