Does succession planning have you lost?

It doesn't have to be this hard.

You've been farming the family fields for a long time. With retirement on the horizon, it's time to start planning for succession — but where do you begin? Planning for passing on a farming operation can be a virtual maze of uncomfortable conversations, competing interests, tax issues, and potential business restructuring. And, like most things in life, the earlier you start, the better. That's where the estate planning experts at McShane & Bowie come in. These experienced attorneys understand each landowner's situation is different. They can help you craft a personalized succession plan that will protect you, your heirs, and your assets.

Get started with a free consultation

Here are answers to some questions you may have:

How long will the sessions take? Free consultation sessions will last up to 2 hours

How do I schedule the consultation session? Just email Amanda Kabelman, assistant to Michelle Anthes, at

What do I need to bring with me? It is very helpful to have a few things prepared for the session if you can, such as:

  1. A complete list of all your assets and how they are titled
  2. A complete list of all Partnerships and LLCs involved in your operation, including who the members are and what assets the partnership/LLC owns.
  3. All life insurance policies and retirement policies you have
  4. Your estate plan, if you have one (this is different from a succession plan)
  5. Your vision of what a successful transition is for your operation

Do I have to hire McShane and Bowie to complete the plan? No, you can consult with MSB to make a game plan, then complete the plan with your current legal advisor if you wish. The consultation is provided as a part of the MiFarmLink Project with no obligations. We just want you to get started!

What is better than the feeling you get when your succession plan is finished? Getting some money back to offset the cost of it!

The MiFarmLink Project has funding available to provide project participants with a financial incentive to have their succession plans completed – as if the feeling of satisfaction and relief won’t be enough! When your succession plan is complete, submit this Succession Plan Incentive form along with your invoice and proof of payment by June 30, 2022, and you will receive a reimbursement of 10% of the total cost to complete the plan (the maximum reimbursement will not exceed $3,000). These funds will be distributed on a first come first served basis, so reimbursements will be distributed until the funds are depleted. All Succession Plan Incentive forms will be dated as they are received, and reimbursements will be distributed after the June 30 deadline. If enough requests are received prior to the deadline to exhaust the fund, a notice will be posted here. To be eligible to receive the reimbursement, the requestor must have engaged with the MiFarmLink Project in at least one of the following ways:

  • Received a free consultation session
  • Participated in one of succession planning trainings supported by the MiFarmLink Project
  • Attended the Cultivating Connections event on November 10, 2021