Succession and Transfer Planning

Succession and Transfer Planning

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Advantage Wealth Solutions

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

American Farmland Trust

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

Annette Higby Attorney at Law

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

Archstone Law Group, PC

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

Bergen & Parkinson, LLC

Bergen & Parkinson, LLC

Erin Sherman

Attorney

State(s) where we work

Maine

Areas of expertise

Estate and Retirement Planning, Farm Linking, Leasing, and Nontraditional Tenure Agreements, Land Use Planning, Conservation, and Community Development, Legal Issues and Business Structures, Succession and Transfer Planning, Transfer Planning

Bloomer Russell Beaupain

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

Equity Trust

Equity Trust

Jim Oldham

State(s) where we work

Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, Vermont

Areas of expertise

Family Communications, Goal Setting, and Assessment, Farm Linking, Leasing, and Nontraditional Tenure Agreements, Land Use Planning, Conservation, and Community Development, Other, Public Policy, Research, and Public Education, Succession and Transfer Planning

EZ-Probate

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

Farm SUCCESSion

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

Fish Park Consulting

Fish Park Consulting

Ray Belanger / Jacqueline Mastrangelo

Partners

State(s) where we work

Massachusetts, New Hampshire, Rhode Island, Vermont

Areas of expertise

Family Communications, Goal Setting, and Assessment, Farm Business, Financial and Tax Planning, Succession and Transfer Planning, Transfer Planning

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