April 14

A man, woman, and two children walk along a trail in a woodland

Class Materials

Pre-Class Work: Read pages 12-14 and 17-22 in Legacy Planning. Begin filling in Worksheet 1: Wooded Property and Estate Overview, and Worksheet 4: Assessing Potential Heirs.

Follow-up Work: Finish filling in Worksheets 1 & 4. Use Worksheet 5: The Family Meeting to hold a family meeting.

Handouts and the slides from one of today's speakers, Jennifer Jones:

VIsionHeirs

GenNextApril142021FINAL.pptx

Recording of the April 14th session:

Watch it embedded here, or click the link to watch in a new tab:

https://video.vt.edu/media/Generation+Next+Spring+2021+-+April+14/1_edxsegck

Thank you to today's panelists:

Crysti Hopkins

VCE

Matt Von Schuch

Flora Pettit Attorneys at Law

Jennifer Jones

Cacapon & Lost Rivers Land Trust

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