Farm & Ranch Succession Resources

Perennial Roots by ACES & RSA

The Perennial Roots program is a ranch succession planning program. It’s a series of videos, workshops, and events co-created and hosted by ACES and RSA in Malta, MT.

Succession Stories: Podcast by Reframing Rural

in conjunction with Winnett ACES

RSA: Passing the Ranch to the Next Generation: What Ranch Families Need to Know

This discussion covers real-world considerations including family communication, legal structures, financial planning, and protecting working lands for the future. Hosted by RSA.

  • MSU Ranch Transition Guide

    Provided by MSU extension, this PDF is a helpful guide laying out the framework for passing on ranching operations and special considerations

    PDF
  • MSU Extension Services - Succession Planning

    Montana State University offers tons of resources on estate planning with recorded webinars, downloadable cheat sheets, and articles on tax law, dying without a will, inheritance vs gifting property, and business transition readiness

  • Sucession Guides for Farmers & Ranchers

    A PDF that gathers succession resources from Extension offices around the US for farmers and ranchers.

"Succession Stories” Resources

Gathered by Megan Torgerson of Reframing Rural

Land for Good succession resources
 https://landforgood.org/resource/group/transferring-a-farm/

Absentee Landowners USDA '21 Economic Research Report
https://drive.google.com/drive/folders/1HNBRlUEnl9DGm3fWxGQul7hkGx2rkw9R

AFT Farms Under Threat 2040: Choosing an Abundant Future 
https://farmlandinfo.org/publications/farms-under-threat-2040/

Farms for a New Generation Program:
https://farmland.org/farms-for-a-new-generation

American Farmland Trust
On Farm Transfer, Conflict Resolution, and Good Communication · American Farmland Trust

Your Land is Your Legacy: Conservation Options in Farm Estate Planning - Webinar Recording 
Your Land is Your Legacy: Conservation Options in Farm Estate Planning - Webinar Recording.

Succession Planning search on Farmland Information Center website:
https://farmlandinfo.org/?search=succession%20planning

Succession Planning Resource List
Succession Planning Resource List - FIC

Tom Hutson: Honoring a Legacy of Stewardship and Embracing a Future for New Farmers 
Tom Hutson: Honoring a Legacy of Stewardship and Embracing a Future for New Farmers · American Farmland Trust

Brent Turner with AgRegenerational wrote a book “Peace of Land” - financial, legal work
https://agrigenerational.com/peace-of-land/

Civil Eats: Returning to My Family Farm is About More Than Succession. It's About Story. 
https://civileats.com/2018/09/17/returning-to-my-family-farm-is-about-more-than-succession-its-about-story/

Succession & Estate Planning Paradigms with Dave Pratt (video)
Succession & Estate Planning Paradigms with Dave Pratt

Drover's 5 Steps to Successful Transition Planning 
https://www.drovers.com/news/education/5-steps-successful-transition-planning?utm_medium=email&_hsenc=p2ANqtz-8-imswBg-BeyqgflEgkJUeji-86XzELK7qaSWatqbdP-6Gw8NsxFsXBMLaQVHJS9vyJDMV5F5f-m4N0-egdDShyQ3Z_Q&_hsmi=366628351&utm_content=366628351&utm_source=hs_email

Elaine Froese "the farm whisperer"
https://elainefroese.com/farm-succession-planning/

LEARN report 2023 Single Pages
https://drive.google.com/drive/folders/1HNBRlUEnl9DGm3fWxGQul7hkGx2rkw9R

Maine Farms Succession Stories 
https://www.youtube.com/watch?v=NFFQ7-9Wfvo

MSU Extension Workbook
https://www.montana.edu/estateplanning/transferringyourfarmorranchtonextgenerationeb0149.html

Raw and Real: Montana Ranch Families Share Succession Stories
https://westernagnetwork.com/raw-and-real-montana-ranch-families-share-succession-stories