Every Texas landowner’s story is unique, with one certainty: the day will come when you land asset will be distributed to others. This may be a family heir or someone who purchases your property. There are many questions that must be considered: Will the transition to my heirs be smooth, or will it create conlict and ill will that might possibly tear the family apart. Will I sell the property and enjoy my retirement years and distribute inheritances to my heirs? Will I place the property/asset into a trust, and, if so, who will be the trustees and how will the property be managed. These are just a few of the things that need to be considered

If you address these critical items with a formulated plan, you may minimize issues in the future, whe that day eventually comes.

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RANCH CONNECTION: Since 1987, Ranch Connection, a farm and ranch brokerage company, has been representing sellers and buyers of Texas land. Ranch Connection has been built on personal representation, integrity, market knowlege and confidentiality. Texas is currently in the largest generational transfer of land in it’s history. “Listening to our clients is essential if we are to accomplish their goal. We work together with our clients to build a comprehensive plan of action to ensure the future of their wealth and family legacy.” For 25 years Fort Worth has been headquarters for Ranch Connection with representatives located around the state.

TRUSTED CAPITAL PARTNERS: Trusted Capital Partners is a Texas firm that provides unique options to property owners selling thier investment real estate, including farms. TCP’s mision is to provide owners of appreciated property with reliable, tax-advantaged solutions with securitized real estate offerings and investments. Investment opportunities include 1031 exchange-approved Delaware Statutory Trust (DSTs), energy mineral rights, private real estate investment trust (REITs), and other alterntive investment and philathropic strategies.

BENTOAK CAPITAL: BentOak Capital is a Texas-based wealth management firm dedicated to guiding individuals and families through personalized financial journeys. BentOak Capital partners with multigenerational farm and ranch families to preserve wealth, plan transitions, and protect legacies. Through our tailored Heritage Process, we help landowners navigate complex financial decisions with clarity and confidence.

EGGLESTON KING DAVIS LLP: EKD, LLP is a preeminent full-service law firm headquartered in Weatherford, Texas with office also in Fort Worth, Texas and Sacramento, California. EKD handles sophisticated transactions and complex litigation, with extensive experience in land and real estate clients. The firm sets a standard of practicing law with the utmost quality and integrity.

HIGGINBOTHAM: Over the past 76 years Higginbotham has grown from a small Texas-based brokerage to an industry leader. We see ourselves as family to our employees to our carriers, and generous contributors to our community. It is these principles that are the driving force behind our commitment to being a single, trusted source for insurance and financial services. Located in Fort Worth, Texas with a network of 130 offices spanning 17 states. Higgenbotham is the largest independent brokerage in Texas.

LAND AND ASSET SUCCESSION PLANNIG FORUM