Succession and Transfer Planning

Succession and Transfer Planning

Advantage Wealth Solutions

Kyle Kadish

President

State(s) where we work: Connecticut, Massachusetts, New Hampshire, Other states, Vermont

Areas of expertise: Estate and Retirement Planning, Farm Business, Financial and Tax Planning, Other, Succession and Transfer Planning, Transfer Planning

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American Farmland Trust

Suzanna Denison

Program Manager, Farms for the Next Generation

State(s) where we work: Connecticut, Maine, Massachusetts, New Hampshire, Other states, Rhode Island, Vermont

Areas of expertise: Family Communications, Goal Setting, and Assessment, Farm Linking, Leasing, and Nontraditional Tenure Agreements, Succession and Transfer Planning, Transfer Planning

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Annette Higby Attorney at Law

Annette Higby

State(s) where we work: Vermont

Areas of expertise: Farm Linking, Leasing, and Nontraditional Tenure Agreements, Legal Issues and Business Structures, Succession and Transfer Planning, Transfer Planning

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Archstone Law Group, PC

Lori Yarvis

Shareholder

State(s) where we work: Massachusetts, Other states

Areas of expertise: Legal Issues and Business Structures, Succession and Transfer Planning, Transfer Planning

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Bloomer Russell Beaupain

Jeff P. Russell

Managing Partner

State(s) where we work: Maine

Areas of expertise: Estate and Retirement Planning, Legal Issues and Business Structures, Succession and Transfer Planning, Transfer Planning

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EZ-Probate

Hannah Warren

Internal Innovation Strategist

State(s) where we work: Connecticut, Maine, Massachusetts, New Hampshire, Other states, Rhode Island, Vermont

Areas of expertise: Estate and Retirement Planning, Succession and Transfer Planning, Transfer Planning

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Farm SUCCESSion

Bernadette Fox

Marketing Manager

State(s) where we work: Connecticut, Maine, Massachusetts, New Hampshire, Other states, Rhode Island, Vermont

Areas of expertise: Family Communications, Goal Setting, and Assessment, Succession and Transfer Planning, Transfer Planning

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Grippin, Donlan & Roche, PLC

Kimberly Pinkham

CPA, CFP

State(s) where we work: Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, Vermont

Areas of expertise: Business Valuation, Estate and Retirement Planning, Farm Business, Financial and Tax Planning, Farm Linking, Leasing, and Nontraditional Tenure Agreements, Income Tax Services, Legal Issues and Business Structures, Succession and Transfer Planning, Transfer Planning

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Handy Law, LLC

Seth Handy

Attorney

State(s) where we work: Massachusetts, Rhode Island

Areas of expertise: Farm Linking, Leasing, and Nontraditional Tenure Agreements, Land Use Planning, Conservation, and Community Development, Legal Issues and Business Structures, Public Policy, Research, and Public Education, Succession and Transfer Planning

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Intervale Center

Sam Smith

State(s) where we work: Vermont

Areas of expertise: Farm Business, Financial and Tax Planning, Farm Linking, Leasing, and Nontraditional Tenure Agreements, Succession and Transfer Planning, Transfer Planning

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