Farm Preservation Workshop by Catholic United Financial

Workshop:Farm Preservation and Succession Workshop

The family farm is an American institution worth preserving. Learn how to handle a successful transfer of your farm to your heirs according to your wishes.

Speaker John Tetzloff, Advanced Case Specialist for Catholic United Financial, will explain the tools and documents used for the successful transfer of farm assets to heirs while avoiding excessive taxation and legal problems. John will also be available to answers questions about your specific challenges.

Location: St. Mary Magdalene Catholic Church, N2845 Shadow Rd, Waupaca, WI 54981


Time1 pm

Sales Representative Vicky Giacalone
Workshop Host: Vicky Giacalone  


Questions about farm succession and preservation include

  • Is my farm too small to need a plan?
  • How do I plan for federal and state taxes?
  • Should I divide my farm equally among my heirs?
  • Is a will enough to carry out my wishes?
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