Farm Succession Planning

Be ready for when the future arrives.

Farm succession planning and estate planning is a process that allows everyone to have complete clarity about the ownership and operation of the family farm. It helps to resolve possible future issues and remove any uncertainty. Planning for the transfer of a farm before your hand is forced will help to avoid any animosity between family members.

Farms are a complex combination of valuable assets including land, equipment, commercial relationships and highly specialised knowledge, accumulated carefully and strategically over many years and across generations. Additionally, farming businesses are often structured through partnerships, trusts, and superannuation funds to suit the needs of the families or companies that run them.

Our difference

A good understanding of farm business structure is important to be able to plan the estate and succession.

There is no one-size-fits-all plan, so getting expert advice is important. Robertson Hyetts has farm succession planning and estate planning lawyers to help see your farm passed smoothly to the next generation, at a time of your choosing. We also provide advice about how to transfer the farm to children without attracting stamp duty.

Farms are unique businesses and careful planning for business succession and estate management can reduce the risk of losing it all to tax or litigation when it is time to sell, retire or hand over to the next generation. It can also help manage family expectations and ensure that you are looked after in retirement.

Free farm succession hand book

Succession planning is often a complex issue for farming families. 

This free guide from Robertson Hyetts provides information for farming families who are just starting the conversation on the topic of succession planning, or already in the process of implementing changes. 

Just fill in your details below to be sent your obligation free book.

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Our services

Farm Succession Planning Knowledge Base

Our Farm Succession Planning experts

Trent grew up in Oxley, near Wangaratta, and has practiced law for 16 years. He enjoys the intellectual challenge practicing law provides. Trent’s strengths are his willingness to listen and providing practical solutions in an easy to understand manner.

Trent McGregor

, Lawyer& Associate

Bendigo Office

386 Hargreaves Street
Bendigo, Victoria 3550
Phone: 03 5434 6666
Fax: 03 5434 6667
Email

Castlemaine Office

157 Barker Street
Castlemaine, Victoria 3450
Phone: 03 5472 1588
Fax: 03 5472 4808
Email

Online Meetings

If you can’t make it to either of our offices, we’re happy to meet with you online to discuss your needs.

Book an online meeting

We acknowledge and extend our appreciation for the Dja Dja Wurrung People, the Traditional Owners of the land that we live and work on, and pay our respects to leaders and Elders past, present and emerging.

© Copyright 2022 Robertson Hyetts

Liability limited by a scheme approved under Professional Standards Legislation.

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