Free Farm and Ranch Seminar


Please Join Us

Learn how to protect your family farm or ranch

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 Great Falls

Date: October 5th, 2022
Time: 9 am to 12 pm
Location: CM Russell Museum
400 13th St. N.
Great Falls, MT

Join Us in Lewistown

Date: October 12th, 2022
Time: 9 am to 12 pm
Location: Yogo Inn
211 E Main Street
Lewistown, MT

Due to limited seating, our seminars fill up quickly. Call or email to RSVP. Email or call (406) 278-6469.


Our Speakers


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. 



Dan grew up on a farm/ranch in Montana and keeps his hands in it today. With  more than three decades as a well-respected accountant, Dan has seen an in crease in the need for specialized services relating to the financial success of  clients. To anticipate and meet those needs, Dan strives always to provide top level services that enhance the financial decision-making and futures of his  individual and business clients. This year we are looking forward to Bonnie  Robertson, CPA from JCCS, P.C. joining us.


Owner/Founder | The Pathwise Group

Jared has supported farmers and ranchers for well over 20 years. Having a  strong interest in finance strategy and overall planning has allowed him to be an  astute mentor and guide for his clients. He helps them reach their goals through  building a relationships developing mutual respect and confidence that he will  work tirelessly for his clients’ best interest and future.

“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