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Farm/Ranch Transition and Estate Planning Workshop

FarmEstate Planning Workshop

Thank You

Thank you to everyone who joined Attorney Victor J. Hererra of Carmel & Naccasha, LLP and Eric Kalkowski, Principal of Vineyard Wealth Strategies for their Farm/Ranch Transition and Estate Planning workshop on Thursday, January 26, 2023.

During the workshop, they discussed how individuals, their families and businesses can plan for the successful transition of their farm or ranch to the next generation while minimizing estate taxes for the benefit of their heirs.

Topics Covered in Workshop

  • 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


In case you missed it, here are the slides from the Farm/Ranch Transition & Estate Planning presentation.

Any Questions?

If you have any questions about family transition strategies and estate planning, please give us a call at (805) 546-8785 and ask for Victor Herrera or Carmel & Naccasha’s estate planning group. Thank you. And in case you missed out on yesterday’s workshop, the slides presented are attached for easy reference.

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