Estate planning for vineyard and winery owners has come to the forefront during this unpredictable pandemic and in light of the upcoming general election. There may be things out of your control, but your estate plan isn’t one of them. With a record-high gift tax exemption, low interest rates and in some cases lower valuations, the time is ripe to consider shifting wealth to the next familial generation. Join our discussion outlining successful strategies including:

• General Estate Planning
• Wealth Transfer
• Intra-family Loans
• Avoiding Property Tax Reassessment

Speaker

Event questions? Please contact Margaret Poza at mpoza@fbm.com.

MCLE: 1.0 hour
This has been approved for MCLE credit by the State Bar of California in the amount indicated above. Farella Braun + Martel LLP is a certified provider.