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Ties to the Land Workshop: Succession Planning for Farm & Forest Landowners
Qualco Energy Conference Center
Monroe, WA
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Thursday, March 21 & 28, 2013; 5:00 - 9:00 PM - Monroe, WA

Qualco Energy Conference Center
18117 203rd St. S.E.
Monroe, WA 98272
(just off SR 203)

Do you own or care for farm or forest land?
Many small landowners want to preserve their family lands and businesses, but don't know how to involve a next generation in ownership and operation.  Succession Planning--the human side of Estate Planning--focuses on ways to maintain family ties to the land from generation to generation, building awareness of key challenges of family businesses and motivating families to address those challenges.  

Working through the "Ties to the Land" Workshop as a family or landowners, you will receive information about legal and economic aspects of transferring farm and forest lands from one generation to the next.  "Ties to the Land" is an award-winning curriculum developed by leading estate planning experts at Oregon State University Extension and the Austin Family Business Program.  This workshop is a facilitated mix of DVD presentations, practical exercises to help families develop techniques needed to address tough issues and resources from a local lawyer and business financial and tax planner.  "Ties to the Land" information available at:

Guest Speakers:
Amy C. Allison, Anderson Hunter Law Firm, P.S.
Amy is a Shareholder and has been with Anderson Hunter Law Firm since 2003. Her areas of practice include estate and trust planning, elder law, probate administration, guardianship, real estate transactions, business formation and transactions, and business succession planning. Amy also assists many profit and nonprofit entities with their general corporate needs.  Amy went to college at University of Nebraska and comes from an agricultural background.

Michelle VanDellen, CPA, Senior Manager, Moss Adams LLP
Michelle has practiced public accounting since 1993. She works with family owned businesses, partnerships, and S corporations. Additionally, Michelle works with food and agriculture-related businesses and business owners. She brings valuable expertise to the tax planning process and offers specialized solutions to agricultural-related industries including growing, storing, packing, selling, and processing. Michelle advises clients on accounting issues, federal and state taxes, estate planning and business succession transition planning.  

This workshop will take place over two evenings:
Thursday, March 21 & 28, 2013;  5:00 - 9:00 PM

Registration Cost:
$40 per family/ownership and includes a workbook and two dinners each evening.  Additional workbooks ($25) and meals ($10) are available.  

(If you wish to register by phone and with a check, contact Sarah Wilcox at

Workshops hosted and sponsored by WA FarmLink/Cascade Harvest Coalition, WSDA Specialty Crop Block Grant Program, WSU Extension, WSU Snohomish County Extension, WSU Extension Puget Sound Forest Stewardship Program, Snohomish Conservation District and Moss Adams LLP.

About Co-Sponsors:

WA FarmLink/Cascade Harvest Coalition works statewide to help facilitate the transition of farms to the next generation by connecting landowners and land seekers with each other, resources and technical expertise to achieve their farming goals.  FarmLink offers a farmer/landowner matching service, educational workshops and networking events, resources and one-on-one assistance.

WSU Extension works with local agriculture producers to bring research-based information to improve the productivity, efficiency, economic well-being and safety of products produced in this diverse agricultural community. WSU also offers educational classes and workshops, such as the Cultivating Success series.

WSU Snohomish County Extension:

WSU Whatcom Co. Extension:

The WSU Extension Puget Sound Forest Stewardship Program provides educational resources and technical assistance to forest owners and managers in Snohomish, Skagit, King, Island, and Whatcom counties.

Snohomish Conservation District (SCD) offers technical assistance to landowners to help preserve our natural resources. SCD is a non-regulatory organization working cooperatively with private landowners to reduce soil erosion and improve water quality. SCD can provide technical assistance as well as information about grants to help improve your property's resource management.  To learn more, visit:

Moss Adams LLP, is a leader in assurance, tax, consulting, risk management, transaction, and wealth services, Moss Adams has a staff of over 1,800 that includes more than 230 partners. We focus on serving public, private, and not-for-profit enterprises across the nation through specialized industry and service teams.

Questions?  Please contact Sarah Wilcox at (253) 381-7651 or email
Registration Options
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Sorry, online sales have ended for this event. Please contact Sarah Wilcox at (253) 381-7651 or to register the old fashioned way.


Qualco Energy Conference Center (View)
18117 203rd St. SE
Monroe, WA 98272
United States

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