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A Will Does Not Make a Transition Plan

ON-DEMAND

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You met with your attorney. Your will is written. You also have a trust in place. But is that enough to successfully transition your farm?

In the next 20 years the stakes are high for the next generation. In that time, 70% of farmland will transfer ownership with an estimated only 30% remaining as family farms. And the missing piece of the transition puzzle is often not business skills, technology or an on-farm heir – it’s proper, proactive communication within the family.

Join Lisa Quist of Nationwide’s Land As Your Legacy® program for a two-part virtual event as she provides information and recommendations for farms approaching this major milestone. Compeer partners with Nationwide to deliver trusted transition plans for clients.

The two-part recording will be available on-demand as video recordings distributed to registrants via email after registration.

Register now for access to both discussions to safeguard your legacy.


WATCH NOW

PLEASE NOTE: You must have a unique valid email address in order to register and attend this virtual event.

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By providing my information, I authorize Compeer Financial to deliver communications to me via email. I acknowledge that I am not required to sign this consent as a condition to obtaining any products or services from Compeer. I understand that I may opt out of receiving email messages from Compeer at any time by clicking on the unsubscribe link at the bottom of the email.

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PART ONE

A Will Does Not Make a Transition Plan

In this session, Lisa Quist will go through the difference between an estate plan and a transition plan, while detailing actions you can take today to protect your farm’s future.

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PART TWO

Family Harmony Through Transition Planning

Lisa Quist shares a recorded message that may be helpful for every generation involved in transition planning. She will break down common conversation stumbling blocks in affronting assumptions, clarifying expectations and sharing dreams.

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A recording of both events will be sent via email upon registration. 

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Lisa Quist

Lisa Quist

Regional Vice President

Land As Your Legacy

Lisa Quist is the Central Regional Vice President for Nationwide’s Land As Your Legacy® program, a division of the Nationwide Retirement Institute®. She assists farmers, ranchers, and ag business owners in Ohio with transition plans to keep their family operations intact for the next generation. Lisa brings extensive experience from running a successful 1,200-acre cash crop farm in rural Minnesota for 12 years before transitioning to roles at State Farm and Compeer Financial. She graduated summa cum laude with a bachelor's degree in Business Administration from Southern New Hampshire University in 2020, specializing in Industrial Organizational Psychology. Lisa resides in Iowa with her husband and enjoys baking homemade bread in her spare time.
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