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The Next Generation of Ranching:
A Transition Planning Workshop

Price

FREE

Duration

1- Day

Time & Location

September 25, 2025

8:30AM - 3:30 PM CT

Josey Pavilion

5190 County Road 398, Decatur, TX


About the event:

A one-day workshop for family ranchers, farmers, and rural landowners.

As family farms and ranches face challenges like aging producer populations, rising costs, and urban development pressures, succession and transition planning have never been more critical. This workshop will explore practical tools and strategies for navigating the complexities of passing land and operations to the next generation. With insights from Holistic Management, Wayne Knight and other experts will guide participants in creating plans that support long-term land health, economic resilience, and family well-being.


Fee:

This event is FREE, however registration is required so we can get an accurate headcount for the lunch caterers. Thank you!


Agenda:

8:30 – 9:00

Welcome Introductions - Hilary Knight, TX-GLC Cross Timbers Chapter


9:00 – 9:30

Jake McNamara, Ranch Manager - Dixon Water Foundation


9:30 – 10:30

Garrett Couts, Attorney - Brady & Hamilton, LLP

  • Transition Planning is a “Team” approach involving a variety of professionals 

  • Entities 

  • Liability 

  • General estate docs & non-probate assets / planning 

  • Probate types generally 

  • FSA program payments/ programs 

  • Planning for non-participating heirs 

  • Partition overview and issues 

  • Landowner liability statutes 


10:30 – 10:45   Break


10:45 – 11:45  

Brandt Self, CPA – CliftonLarsonAllen LLP

  • Gift & Estate Tax 

  • Unified Exemption 

  • Phasing out of those exemptions in 2026 

  • Annual exclusions 

  • Portability 

  • Brief examples of types of Trusts 

  • Basis: Carry-over & Step-up

  • Landowning entities 


 11:45 – 12:30

Lunch & Sponsor Presentation – Capital Farm Credit


12:30- 1:30

Ethan Smith, Family Business Consultant - Pinion

  • “Soft side” of planning 

  • Physiological 

  • Management v. Ownership v. Family 

  • Discussion rather than 

  • Vision and goals 

  • Governance 

  • Expectations of family members 

  • Core of what family business planning is 

  • Life cycles of planning 

  • Expectations for next generation 

  • Advisors: Wealth, tax, legal, etc. 


1:30 – 1:45 Break


1:45 – 2:45

Wayne Knight, Executive Director - Holistic Management International

  • Begin with the end in mind

  • Being intentional: rules and clarity of purpose; business structures; outcomes

  • Combining family expectations – how to do this?

  • Why a goal that includes a vision of what you want your land to look like?

  • Why is this so powerful? (Thinking Hats/ Decision Testing)

  • A job begun is a job half done


2:45 – 3:30 Speaker Panel Q&A


3:30 - Adjourn

Your Presenter(s):

Garrett Couts,  Attorney, Brady & Hamilton, LLP

Brandt Self, CPA, Clifton Larson Allen, LLP

Ethan Smith, Family Business Consultant, Pinon Company

Wayne Knight, Executive Director, Holistic Management International

Jake McNamara, North Texas Ranch Manager, Dixon Water Foundation


Thank you to our collaborators and funders.

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Scholarship funding support comes from the

L&L Nippert Charitable Foundation

Contact Us

EMAIL

ADDRESS

2425 San Pedro NE, Ste. A

Albuquerque, NM 87110

PHONE

505-842-5252

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