LEGACY LAND ADVISORY
It took generations to build it.
Now ensure it lasts for generations more.
Farming in California is changing rapidly.
We see it. And you feel it.
We develop bespoke transition strategies for multi-generational farm families in California. Our comprehensive approach ensures not only efficient capital deployment when selling farmland, but also preserves family values and establishes long-term estate security. We guide you through this emotional and financial inflection point with expertise and compassion.
Why Farmland Transition Planning Matters
Emotional & Financial Inflection Point
Selling the family farm represents a pivotal moment that transcends mere financial transactions. It's the culmination of generations of hard work, sacrifice, and connection to the land. This transition requires both clear financial planning and thoughtful emotional support to honor what the farm has meant to your family.
Legacy Protection
Beyond wealth transfer, farming families seek to preserve the integrity and values built through decades of stewardship. Your legacy encompasses not just assets, but the wisdom, work ethic, and community connections cultivated alongside your crops. Our planning ensures these intangible assets survive the transition.
Our Tailored Planning Process
Every farming operation and family dynamic is unique, which is why we reject one-size-fits-all approaches. Our comprehensive planning process begins with understanding your specific situation and goals.
Family Financial Modeling
We create detailed projections that map current assets to future needs, focusing on sustainable income and wealth preservation through the transition.
Income Analysis
Our team evaluates your current farm income patterns and works to develops diversified replacement income strategies that maintain your desired lifestyle.
Tax Impact Assessment
We thoroughly analyze potential capital gains implications and identify strategic opportunities to defer or minimize tax burdens through careful timing and structuring.
Estate Plan Review
We examine existing estate structures to ensure they align with your legacy goals and maximize benefits for future generations.
Our Coordinated Multidisciplinary Team
Successful farm transitions require specialized expertise across multiple disciplines. Rather than navigating this complexity alone, our clients benefit from our carefully assembled team of professionals who work in concert to execute your transition plan.
Transaction Specialists
Qualified Intermediary (1031 exchange expert)
DST Provider (passive real estate investments)
Real Estate Agent (specialized in agricultural property)
Financial & Tax Experts
CPA (specialized in agricultural taxation)
Wealth Manager (investment allocation)
Financial Modeler (income projection)
Legal & Protection Team
Estate Attorney (trusts, gifting, titling)
Insurance Advisor (legacy protection)
Family Governance Facilitator
Multiple Transition Paths
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Convert farmland directly to liquid assets with a comprehensive tax mitigation strategy. This approach provides immediate access to capital for retirement, diversification, or family distribution while minimizing tax impact through careful timing and structuring.
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Defer capital gains by exchanging farm property for other income-producing real estate. This strategy allows you to build diversified income streams through carefully selected commercial, residential, or mixed-use properties while maintaining control over your investments.
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Exchange into Delaware Statutory Trusts for institutional-quality, passive real estate investments. This option eliminates management responsibilities while maintaining tax benefits and providing stable, predictable income streams from professionally managed properties.
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Combine multiple approaches to create a customized solution that perfectly aligns with your family's specific goals. Our hybrid strategies can balance immediate liquidity needs with long-term income stability and tax efficiency.
Legacy Land Insights
Stay informed with timely updates on land values, tax law changes, water rights, and multigenerational planning. Our Legacy Land Insights blog is built for families navigating the decision to sell farmland in Central California. Whether you're considering a 1031 exchange, evaluating DST options, or preparing for an estate transition, these insights will help you move forward with clarity and confidence.
Contact Our Firm
Begin transitioning your farmland into a lasting legacy that honors your family's agricultural heritage while securing its financial future.
217 N Irwin St
Hanford, CA 93230