Project Overview
Given the increasing age of Oregon’s principal farm operators, retirement of the senior
generation was a focus for this succession planning workshop. In this project, a two-session
farm retirement workshop was delivered in one Southern Oregon location, accelerating planning
and structuring necessary family conversations. It required families to establish goals and
timetables for transferring management roles and decision making authority from the senior to
the junior partners. We targeted multigenerational families that are in the process of, or
beginning to plan, a succession of the farm from an older generation to a younger one. Two or
more generations from businesses were required to attend. Families engaged in structured
activities, developed necessary agreements and shared goals to prepare for more technical legal
and organizational planning often assisted by succession/estate planning consultants.
Number of Participants: 22
PROMOTIONAL MATERIALS
There are no promotional materials available for this project.
EDUCATIONAL MATERIALS
There are no educational materials available for this project.
REPORTS & EVALUATIONS
There are no reports or evaluations available for this project.