“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
Attorneys and Counselors based in Great Falls, Montana
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.
“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
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 during the transition of their farms and ranches to the next generation. Keith has given numerous executive briefings on these topics to CPAs and other professionals, 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.
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.
October 5th, 2022
9 a.m. to 12 p.m.
C.M. Russell Museum
400 13th Street N.
Great Falls, MT 59401
October 12th, 2022
9 a.m. to 12 p.m.
Yogo Inn
211 E Main Street
Lewistown, MT 59457
Monday to Thursday
8:30 am – 12:00 pm
1:00 pm – 5:00 pm
Friday
Closed
Closed for lunch hour
from 12:00 pm – 1:00 pm
Montana Estate Lawyers, P.C.
8 3rd St. North, Suite 507
Great Falls, MT 59401
Phone: 406-727-2200
Fax: 406-727-2227
Email: Contact us using the form below
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