Multi Generation Farm Transition and Estate Planning

Beginning or transitioning farmer? Learn more and discover resources to help you take the next step.

Farm Transition and Estate Planning

Create Your Farm Legacy

Planning the future of your farm means more than passing down the land—it’s about preserving your family’s values, goals, and long-term success. AgCentric is proud to support workshops, webinars, and retreats designed to help farm families navigate the complexities of transition and estate planning.

Whether you’re beginning the conversation or finalizing a plan, these opportunities offer expert guidance, practical tools, and the space to move forward with confidence.


Workshops

Our one-day Farm Transition and Estate Planning Workshops help farm families build a foundation for their future with clear, actionable information.

Topics include:

  • Setting family, retirement, and business goals
  • Understanding business entities and transition strategies
  • Evaluating financial viability
  • Navigating tax issues in transitions
  • Identifying estate planning tools and assembling a professional team

Webinars

Start planning from home with introductory webinars that explore:

  • Goal setting and communication
  • Basic tax and legal considerations
  • Transition methods and next steps

These sessions are ideal for those in the early stages of planning.


Multi-Generational Retreats

Hosted by the University of Minnesota Extension in partnership with the Minnesota State Southern Agricultural Center of Excellence, these 1.5-day Farm Transition Retreats provide a focused environment for in-depth planning and meaningful family discussions.

All generations actively involved in the farm—including spouses, partners, and other key decision-makers—should attend together.

At the retreat, families will explore:

  • Family and business goals
  • Roles and responsibilities
  • Financial needs of farms and households
  • Inheritance and transfer considerations
  • Tools and mechanisms for transition

Upcoming Event

📅 Marshall Retreat
Friday, December 5, 2025: 5:00 PM – 8:30 PM
Saturday, December 6, 2025: 8:30 AM – 4:30 PM
📍 Location details provided upon registration

📝 Register at no cost: z.umn.edu/FTR25
📚 Additional resources: z.umn.edu/farmtransition
📞 Questions? Contact Nathan Hulinsky at [email protected] or 218-828-2680

📌 Future retreat dates and locations for 2026 will be added once confirmed. planning visit z.umn.edu/farmtransition. Questions or comments? Contact us.

Farm Transition Newsletters

How to Start Our Farm Succession

Making the Most of Your Goals

For assistance with difficult family transition conversations please contact Ted Matthews or Monica McConkey, MN Rural Mental Health Specialists.

Beginning & Transition Farmer Resources

Minnesota State Farm Business Management Program

Beginning & Transition Farmer Resources

Beginning Farmer Tax Credit

MN Farm Link Program

Financial Assistance and Loans

Minnesota Farm Safety Resources

Minnesota ROPS Rebate Program

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