SCH Foundation and GreenStone
Exploring the maze of opportunities available to prepare for the future and protect your family’s valuable assets can be challenging.
To help farmers and family business owners make sense of all those opportunities, Sparrow Clinton Hospital Foundation and GreenStone Farm Credit Services will host a three-hour Estate Planning Seminar in December.
The free seminar, Smooth Transitions – Competing Family Interests in Estate Planning How to Avoid Problems Later, takes place Monday, Dec. 5. The seminar begins at 5:30 pm in the Banquet Conference Center of DeWitt, 1120 Commerce Park Drive, off Old US 27 in DeWitt.
“It’s about assets, income and profit, but it’s also about family and values” said Jim Nowak of GreenStone Farm Credit Services.
Designed to be informative, entertaining and easy to understand, the seminar features presentations by a panel of legal, insurance, real estate, banking and financial professionals.
Leading presenters include Thomas Cooley Law School Professor Gary Bauer and Douglas Chalgian. Bauer teaches Elder Law; Wills, Trusts Estates; and he established the Sixty-Plus Estate Planning Clinic. Chalgian is recognized as one of the leading Elder Law attorneys in Michigan, and author of the principal source of Medicaid planning in the state.
Panel members will help you learn the process and alternatives to help your family transition the ownership and management of the business; gain insight in understanding individual, family and business needs; review best practices in family communications; and develop next steps in building business succession plans.
Planning for succession – including simple estate planning – can be a daunting task. It requires time, resources, and difficult decisions. However, broken into manageable steps, with the understanding that it is not a one-time event but rather a continuous exercise, succession planning can be achieved.
Farm families who attend will receive a copy of the 2nd Edition of the 98-page workbook, Planning the Future of Your Farm.
This is a free public service. No fees or obligations are incurred by those who attend. Refreshments will be provided.
Call Sparrow Clinton Hospital Foundation Director Peter Shannon at 989.227.3396 or email
Peter.Shannon@sparrow.org by Monday, November 28 to reserve your seats.