Sponsored and moderated by John Heflebower, CFP, CPFA, Heflebower & Associates, Merrill Wealth Management

Whether it’s a vineyard, wine operation or business, you must have a plan of succession to have a functioning estate plan. This learning session will be led by two of Napa’s leading attorneys from Gaw Van Male partners, Erik Lawrence and Jamie Watson. Since large estates are beyond just writing a simple will, the session will take a look at more complex approaches to estate planning with strategies to simplify transfer and help avoid estate taxation.

Free to Farm Bureau Members!