Free Farm and Ranch Seminar
“10 out of 10, this seminar helped us think about the future of our ranch and how to best plan for the future of our kids!”
–Farm & Ranch Seminar Participant
FARM AND RANCH 2023
Please Join Us
Join our seminar to learn about the Pre-Sunset Planning Opportunity and stay ahead of the massive increase in Federal Estate & Gift Tax Exemption. By attending you will gain valuable insights to secure your financial future!
MAKE SURE that the family farm or ranch does not have to be sold to pay for extended nursing home stay.
GUARANTEE to your family that your estate will pay the least possible estate taxes at your death.
LEARN HOW to equalize the inheritance received by children who are active in the operations of the farm or ranch with those who are not.
LEARN WHY family farms or ranches should be owned by multiple limited liability companies.
Join Us in Lewistown
Date: November 1st, 2023
Time: 9 am to 12 pm
Location: Yogo Inn
211 E Main Street
Lewistown, MT
Join Us in Fort Benton
Date: November 2nd, 2023
Time: 9 am to 12 pm
Location: Grand Union Hotel
1 Grand Union Square
Fort Benton, MT
Due to limited seating, our seminars fill up quickly. Call or email to RSVP. Email samanthaw@montanaestatelawyer.com or call (406) 727-2200.
FARM AND RANCH 2023
Our Speakers
KEITH TOKERUD, ESQ
Scott, Tokerud & McCarty, P.C.
Keith grew up farming in northcentral Montana. Much of his Great Falls legal practice is devoted to helping clients protect their families and their wealth dur ing the transition of their farms and ranches to the next generation. Keith has given numerous executive briefings on these topics to CPAs and other profes sionals, as well as farmers and ranchers.
JARED P. BROWN
Owner/Founder | The Pathwise Group
Jared leads a team of professionals at Pathwise Group who bring a wealth of expertise to the table. Whether you need tax advice, estate planning, debt management support, or strategic advisory services, our team has got you covered. We take a consultative approach to our work, leveraging the combined experience and knowledge of our team to provide personalized solutions that meet your unique needs and help you achieve your goals. With Jared’s over two decades of experience supporting farmers and ranchers, he has become a trusted and knowledgeable leader and mentor to his clients. By building strong relationships with them, he fosters mutual respect and confidence, making it clear that he and his team will always work tirelessly to serve their best interests and secure their future.