Expansion on Potato EXPO 2021 Succession Planning Topics
In this presentation, Art Littlefield and Jeff DeWald, Farm Succession & Estate Planning Specialists will give an in-depth review and expansion of material presented by Lincoln Agribusiness at Potato EXPO 2021. The presentation will include conversations with nationally recognized growers regarding their experiences.
Thursday, March 4th
3:00pm - 4:00pm
About The Speaker
Arthur Littlefield, MBA, Estate and Succession Planning Specialist
Passionately committed to working with Agribusiness owners and their families to assist with succession, legacy, and tax minimization issues
- Original member in the Lincoln Financial Advisors Agribusiness Services Group
- More than 35 years of experience in the financial services industry
- Last 20 have been the most rewarding - Assisting clients accumulate, preserve, and protect their wealth for themselves, their children, and future generations
- Client-centric approach is used to understand and address the estate and succession issues Agribusiness families face
- A customized, comprehensive Financial Plan highlights the various strategies available and serves as a decision making tool for Plan implementation
- Graduate of Wittman Consulting’s “Train the Trainers” and “Advanced Train the Trainers” Programs for Farm Family Business Consultants. Dick Wittman, Idaho farmer, is a member of the Farm Journal Legacy Project Advisory Team;
- he is not affiliated with Lincoln Financial Advisors Corp.
- Ten year member of Sagemark Consulting Private Wealth Services – Select group of financial advisors within Lincoln Financial Advisors – Invitation Only
- Active participant in Farm Shows and Ag Associations: Farm Journal Legacy Conference / Top Producer Summit, Gordyville Ag Expo, IL Soybean Summit
- Holds Series 7, 63, and 66 Securities Registrations. Licensed in Illinois, Iowa, Indiana, Michigan, Wisconsin, Missouri, Kansas, Nebraska, Colorado, Texas
- BA – DePauw University, Greencastle, IN
- MBA – Indiana University, Bloomington, IN
Jeffrey S. DeWald, CLU, ChFC, CBEC, Estate and Succession Planning Specialist
Passionately committed to working with Agribusiness owners and their families to assist with succession, legacy, and tax minimization issues
Jeff has spent the past 39 years working with successful farmers, growers and owners of Mid-Market businesses, advising them on business succession, retirement planning, estate planning and wealth management.
Jeff spent the first 5 years of his career working for a business which needed to be sold to pay taxes when the majority shareholder died unexpectedly. That experience – and the impact on the business’ other shareholders and its employees – gave Jeff a unique perspective on what can happen when business owners fail to plan for the future.
Jeff is a founding member of the Business Intelligence Institute (a group within Lincoln Financial Advisors which focuses on business owners) , served as Director of Estate and Business Planning for Sagemark’s Northern New England Region from 1992 through 1995, and has been retained by Morgan Stanley, UBS and the Fleet Private Clients Group to advise their farming, ranching and business owner clients on estate and transition planning.
Jeff holds the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College and has earned the Certified Business Exit Consultant designation.