Welcome to PA Farm Link's
2023 Farm Succession Workshops
February 23, 2023
This event will be hosted between 9:30am - 2:30pm.
Indiana County Conservation District Office
435 Hamill Rd, Indiana, Pennsylvania
March 1, 2023
This event will be hosted between 9:30am - 2:30pm.
Chester County Economic Development Center
737 Constitution Dr, Exton, PA 19341
Meet the Speakers
David L. Marrison
David Marrison, has served as a Field Specialist in Farm Management and as the Interim Director for the Farm Financial Management and Policy Institute (FFMPI) for Ohio State Extension since November 1, 2022. Mr. Marrison has worked for Ohio State University Extension since 1997, is a Professor in the Department of Extension, and served as an Agricultural and Natural Resources Extension Educator in Ashtabula, Trumbull, and Coshocton Counties from 1997 to 2022.
David is nationally known for his teaching in farm succession planning. He has a unique ability to intertwine humor into speaking about the difficulties of passing the farm on to the next generation. He has authored numerous publications in succession and estate planning. David was born and raised on a small dairy farm in northeast Ohio. Today, David and his family raise Boer meat goats and hay on a small farm in east central Ohio.
Marrison has received two of OSU Extension’s highest honors when he received the 2007 Excellence in Extension Award and the 2015 Steve D. Ruhl Outstanding Agricultural & Natural Resources County Extension Educator Award. He also received the 2010 National Association of County Agricultural Agents (NACAA) Distinguished Service Award and was the 2017 Search for Excellence Award for Farm Management Education. David received his Bachelor of Science in Agricultural Education and Agricultural Economics Degree from Ohio State University and a Master of Science Degree in Education from Purdue University in 1992.
Rob Goodling
George Elser
George Elser is a native of Chester County where he lives with his wife in Strafford. For many years his family had a horse farm in Pocopson Township. With careful planning, he and his family placed the farm under a conservation easement and permanently preserved it for agricultural use.
George focuses much of his legal work on helping families with major decisions about succession planning including making decisions about their land and their farming activities. While doing that he helps families understand their options for all of their assets which can include placing land under agricultural easements or conservation easements as well as subdividing the land and developing plans for the transition of their farming business and other assets.
George has worked with families with horse farms as well as dairy farmers and vegetable farmers. In the area of conservation, he represents individuals and families who wish to preserve their land through conservation easements, selling development rights, or other ways of development while preserving the land. As a mediator, he works with families trying to resolve issues around land and other property.
George is a Fellow of the American College of Equine Attorneys in Lexington, KY and a member of the Agricultural Law Section of the Pennsylvania Bar Association and has spoken to various groups about families and land conservation.
Phil Taylor
Phil Taylor, M.S., is a farm business consultant with Farm Credit in western Pennsylvania with over ten years of consulting experience. He is a Certified Farm Succession Coordinator through the International Farm Transition Network. He has more than 35 years of agriculture industry experience, specializing in accounting, financial business analysis, farm succession and transition, feasibility investigations, and team facilitation. He helps farm families understand the importance of complete and accurate financial and production records for making the best management decisions for future success. He also provides guidance and facilitation services for farm families making decisions about transferring the farm business.
Robert L. Clark
Practicing Attorney in Lawrence County, PA since 1983
Our practice focuses on Estate Planning (Wills, Power of Attorneys, Living Wills) Real Estate (representing buyers and sellers and providing title insurance), Estate Administration, establishment of business organizations, Oil and Gas Law, and Farm Family Representation.
I had the opportunity to spend the first 33 years of my life on an operating Jersey dairy farm. We also had a bottling plant, retail and wholesale milk delivery routes, milk bulk tank, and crop farming of over 1,000 acres.
I’m a member of Farmer’s Union, Pennsylvania Farm Bureau, Pennsylvania Bar Association, Agricultural Law Committee.
I’ve been blessed with a wife, three children and five grandchildren.
Robert L. Clark Jr.
Register Online Today
Planning the Future of Your Farm Workbook
Workbook Sections
Farm owners and the next generation seeking to transition the farm will find this workbook extremely valuable in developing a solid transition/succession plan. It is a proven tool that PA Farm Link has utilized in transition planning throughout Pennsylvania.
Section One: Developing Your Vision for the Future
- Includes rating life values, rating your comfort level, setting goals and objectives, sketching your retirement lifestyle, and a quick risk assessment: the 5D’s
Section Two: Developing Your Vision for the Future
- Includes a primer on property ownership
Section Three: Farm Transfer Tools
- Discusses different types of business entities of agriculture, forestry, horticulture ventures, and some tools and agreements you will encounter in the estate planning process.
Section Four: Preparing to Meet with Professional Advisors
- Contains worksheets similar to those a financial planner or attorney will have you complete as part of their service to you.
This Workshop Is Not Possible Without Support From Our Sponsors:
