BFRDP Projects

Setting the Stage for Succession: Tools for the Beginning Farmer
[Final Report]

Award Amount: $49,999
Grant Program: 2023 Beginning Farmer and Rancher Development Program Education Projects
Project Director: Paula Ledney
Email: pay103@psu.edu
Organization: The Pennsylvania State University

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  • Overview
  • Results
  • Materials
  • Delivery Area
  • Comments

Project Overview

The Penn State University Extension Transition Team spearheaded an immersive overnight retreat, meticulously designed to empower new and beginning farmers with the essential knowledge and skills to successfully navigate the intricate landscape of farming. The retreat was strategically structured around several pivotal areas. It commenced with practical guidance on identifying suitable farmland, a fundamental stepping stone for any beginning farmer. This encompassed pragmatic advice on land quality evaluation, comprehension of zoning regulations, and negotiation of purchase or lease agreements. The subsequent focus was on the legal and business facets of land and farm asset transfer. Participants were educated about various legal structures and their corresponding tax implications and were guided on crafting a comprehensive business plan to ensure a seamless asset transfer. The retreat further delved into the exploration of diverse business structures, offering insights tailored to the individual’s situation. This encompassed an overview of sole proprietorships, partnerships, corporations, and cooperatives, along with a balanced discussion of their respective pros and cons. The retreat culminated with a focus on retirement planning. Participants were equipped with strategies to prepare for their retirement while concurrently initiating or sustaining an existing farm business. This included succession planning, retirement savings, and estate planning strategies. The retreat was a resounding success, with all participants reporting substantial knowledge gains across all areas. Impressively, 90% of the participants acknowledged the importance of professional advice in accounting and legal matters. In conclusion, the PSU Extension’s overnight retreat served as a comprehensive farming primer for new and beginning farmers. By encompassing a broad spectrum of topics, from farmland identification to retirement planning, the retreat laid a robust foundation for the participants’ farming careers. This event underscores PSU Extension’s unwavering commitment to fostering the next generation of farmers and fortifying the sustainability of farming communities.

Number of Participants: 18

Results

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