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Related Resources

Many resources that address forest management and stewardship planning and estate planning may be helpful as you investigate succession planning. Many of these resources focus on the mechanics of the legal and financial process, and so they complement the family decision-making process highlighted in this workbook. Many are available online.

Here is a selected list, current as of October 2009:

Succession and Estate Planning

» Your family land: legacy or memory? An introduction to the family land protection process
Source: USFS Northeaster Area, State and Private Forestry2008
High resolution PDF: http://na.fs.fed.us/pubs/stewardship/estate/family_land_legacy_memory_08_lr.pdf

» Preserving the Family Woods: Tools to help guide transfer to the next generation of landowners
by USFS Northeastern Area, State and Private Forestry; Becker, John; Jacobson, Michael 2008
High resolution PDF: http://na.fs.fed.us/pubs/stewardship/preserving_family_woods_hr.pdf 

» Estate Planning Options for Family Forests
by USDA Forest Service. Introduces forest landowners estate planning
http://www.na.fs.fed.us/stewardship/estate/estate.shtml

» Preserving Family Lands I, II & III By Stephen J. Small. 
Small is recognized as the nation's leading authority on private land protection options and strategies. Steve has updated Preserving Family Lands: Book I. http://www.preservingfamilylands.com

 » Estate Planning Options for Family Forests: What Will Become of Your Timberland?
USDA Forest Service GTR SRS-112. By William Siegel, Harry Haney Jr., and John Greene.  2009.
Introduces forest landowners estate planning including Federal estate and gift tax law with a focus on forest land ownership, forms of business organization for forest landowners, and general estate planning tools.
http://www.srs.fs.fed.us/pubs/31987

» Forest Stewardship Estate Planning
A six-page introduction to estate planning from Pennsylvania State University, College of Agricultural Sciences Cooperative Extension. 1997.
http://pubs.cas.psu.edu/FreePubs/pdfs/uh105.pdf

» Basic Estate Planning
by Lynn Smith. A brief, readable summary of estate planning that looks at wills, living wills, medical powers of attorney, durable powers of attorney, and trusts.
http://www.wvu.edu/~exten/depts/af/ahc/estatepl.pdf

» Estate Planning
University of Florida Extension. Explains current inheritance tax law and how it affects nonindustrial private landowners. Includes links to other sources of information and supporting documents.
http://www.sfrc.ufl.edu/Extension/ffws/ep.htm

Conservation Easements

» Working Forest Conservation Easement: A Primer for Forest Landowners
by Jonathan Kays and Lori Bettenbender, Maryland Cooperative Extension. 2002.
http://extension.umd.edu/publications/PDFs/FS630.pdf

» Preserving Family Lands I, II & III By Stephen J. Small.                                                                                                                             Small is recognized as the nation's leading authority on private land protection options and strategies. Steve has updated Preserving Family Lands: Book I.                                                                                                                                                        http://www.preservingfamilylands.com

 » Estate Planning for Private Landowners #5: Substantiation of Value of Donated Conservation Restrictions for Federal Tax Purposes
This one page notice highlights essential information for people considering donating a conservation restriction to a government agency or charitable non-profit group with the intent of taking a federal income tax deduction.
http://www.umass.edu/nrec/pdf_files/donated_conservation_restrictions.pdf

Taxes

» National Timber Tax Website
A reference for timber landowners and accountants, attorneys, consulting foresters, and other professionals who work with them. Extensive information on tax-related issues; includes a section on estate planning.
http://www.timbertax.org

» Timber Taxation
A general guide about income taxes for forestland owners. 
http://pubs.cas.psu.edu/FreePubs/pdfs/uh131.pdf

Family Business and Management Resources

» America's Small Business Development Center Network
Provides education to strengthen management at small and medium businesses.
http://www.asbdc-us.org/

» Austin Family Business Program, Oregon State University
Provides education and training to small businesses and entrepreneurs.
http://www.familybusinessonline.org/

» The Family Firm Institute
Provides education and networking opportunities for family business advisors, consultants, educators and researchers.
http://www.ffi.org/

» Oregon's Small Business Development Center
Resources for small business owners and entrepreneurs.
http://www.bizcenter.org/

» United States Small Business Center
Provides management information and guidance to small business owners. A cooperative effort of the private sector, the educational community, and federal, state, and local governments.
http://www.sba.gov/sbdc/

Other Management Planning

» Farm and Ranch Survival Kit
http://extension.oregonstate.edu/wasco/smallfarms/RiskManagement.php

» Northwest Woodlands magazine
21(4), Fall 2005: Special issue, Changing Generations.
http://www.oswa.org/NWWFall2005.pdf

» Oregon State University Forestry Extension Program
Management Planning for Woodland Owners: Why and How (Extension Circular 1125)
Management Planning for Woodland Owners: An Example (Extension Circular 1126)

» Oregon Department of Forestry
Information on forest practice law and regulations.
http://egov.oregon.gov/ODF/lawsrules.shtml

Other

» Forestry & Natural Resource Webinar Portal
Access current and archived natural resource webinars by experts from across the country.  These educational presentations cover a wide variety of topics interesting to woodland owners.  The portal is a service of the Southern Regional Extension Forestry Office and participating land-grant universities in the South.
http://www.forestrywebinars.net/

» Forests on the Edge: Housing Development on America's Private Forests
by Susan M. Stein, Ronald E. McRoberts, Ralph J. Alig, Mark D. Nelson, David M. Theobald, Mike Eley, Mike Dechter, and Mary Carr. 2005. General Technical Report PNW-GTR-636, USDA Forest Service Pacific Northwest Research Station, Portland, Oregon.
http://www.fs.fed.us/projects/fote/

» Woodland Onwers Guide to Internet Resources (NE area)
http://na.fs.fed.us/pubs/misc/flg/index.cfm?fuseaction=flg.showresourcebycategory&CategoryID=3