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Agenda
Transition Goals
Piecemeal Sales
Best Strategies and Methods To Plan Ahead and Reduce the Overall Expenses to Selling the Farm or Selling Farm Assets
Gifting
Discounting
Irs Allows Discounting
Equipment That's Depreciated to Zero How Does that Impact a Gift
Recap
What Is the Minnesota State Tax Exclusion
Intro to content
Core Estate Plan
Incapacity planning
Plan maintenance
Brief Tax Law Update
Gift Strategies
Start Estate Gifts
Donor testimonial 1
Retirement Assets
Sharing Your Gift
IRA Qualified Charitable Distribution
Blended Gifts
Donor testimonial 2
Life Income Gifts
Charitable Gift Annuity
Donor testimonial 3
Charitable Remainder Trust
Donor Advised Fund
UMF Funding Amount minimums
U of M priority funding opportunities