FCC KNOWLEDGE PODCAST - TALKING FARM AND FOOD - Episode 16: Where there’s a will – there’s a way: Preparing for farm transition
Tuesday, February 1, 2022
Reference: Podcast Corner
FCC KNOWLEDGE PODCAST - TALKING FARM AND FOOD - Episode 16: Where there’s a will – there’s a way: Preparing for farm transition
Calgary lawyer, Eric Dalke has helped many a farm family navigate the complexities of transition and will and estate planning – and he has some plain-spoken legal advice to share.
In this episode, Eric and Marty discuss why a will is the cornerstone to any good transition and how early conversations and putting pen to paper are essential to everyone getting on the same page.
Listen to the FCC Knowledge Podcast HERE.
Presented by AgExpert. Software designed for Canadian agriculture.
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Episode Resources
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Show Guests
Eric Dalke
Lawyer
Eric practises in the areas of real estate, corporate/commercial, tax, estate planning and wills. He has experience providing estate and tax planning advice for private businesses including corporate reorganizations, tax and estate planning. He also has experience with real estate, financing and corporate/commercial transactions.
Eric has a particular focus working in the agriculture industry including serving farmers, ranchers and agribusiness companies. He also has experience working with a national organization and parliamentarians on developing agricultural policy. Eric grew up on a family farm in Manitoba and currently assists with a family-owned operation in Southern Alberta.
Connect with Eric Dalke - LinkedIn / Twitter / Website
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Allison Henkell
Tax Partner at BDO
Allison is a CPA CGA, and Tax Partner at BDO Canada LLP with 15 years’ experience in Income Tax and related matters. She specializes in providing tax effective solutions for her clients related to corporate structuring, reorganizing for acquisition or sale planning purposes and estate planning matters.
Allison has extensive experience in Agriculture, Manufacturing, and Professional Services sectors. Her main focus is on developing solutions for owner-managed businesses and the entrepreneurs who operate them.
After completing school, Allison worked with a large accounting firm in Kitchener working in both their Entrepreneurial Services and Tax departments. She worked as a Corporate Tax Auditor with the Ontario Ministry of Finance before joining BDO In November 2002. Allison completed the CICA In-Depth Tax Course in 2005 and became a partner with BDO in January 2014. Allison works with clients through the Woodstock, Stratford, Mitchell, Norwich and Exeter offices of BDO.
Allison has also taught Income Tax courses on a part time basis at Conestoga College, filled the role of lecturer for an Economics course through the Kitchener-Waterloo chapter of the CGA and worked as a Group Study Leader for the CICA In-Depth Tax Course.
Connect with Allison Henkell - Email / Website
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FCC Knowledge: Talking Farm and Food
Agriculture is not only a way of life, it’s a business. Talking Farm and Food is a monthly podcast that highlights the stories and experiences of farm business entrepreneurs and the lessons they’ve learned along the way.
Join us as we talk to Canadian producers about their lives, their businesses, and the farm management topics you care about. If you’re looking for advice on money and finance, transition, managing people, strategy, leadership and more, this is the podcast for you.
Presented by AgExpert. Software designed for Canadian agriculture.
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