How to Protect your Family, Farm or Ranch
This seminar/insurance sales presentation is provided for informational purposes only. Attorney Keith Tokerud and CPA Daniel J. Konen are not affiliated with New York Life or its affiliates. They are solely responsible for the statements and viewpoints they present. New York Life many not necessarily endorse the opinions they expressed. Neither New York Life Insurance Company nor its agents provide legal or tax advice. Please consult your legal and tax advisors regarding your particular situation. SMRU 1714122
Do you have an estate plan established for your farm or ranch?
When planning for the future of your family, farm or ranch, you need the best guidance possible. That's why North 40 Outfitters is hosting an Estate Planning Series for Farmers and Ranchers interested in securing their lifestyle and passion for future generations.
For some this may seem like a daunting task and that's why our guest speakers decided to pool their professional skills to break down the process and help get you on the right path.
There are two locations to choose from and both are FREE to attend: each event consists of three different dates, each with their own topic and specific piece of the planning process.
Great Falls
- What: How to Protect your Family Farm or Ranch
- When:Â Dates are TBD
- Where: North 40 Outfitters Great Falls Corporate Office: 5109 Alaska Trail
- 25 spots available (+one guest per spot)
Fort Benton
- What: How to Protect your Family Farm or Ranch
- When:Â Dates are TBD
- Where: Fort Benton  1205 20th Street
- 20 spots available (+one guest per spot)
RSVPÂ by calling Chayleen Person 406-468-5404 @ New York Life.
Presenting Speakers:
Keith Tokerud, Attorney at Law; Scott, Tokerud & McCarty, P.C.
Keith Tokerud focuses his practice on helping clients protect their families and their wealth and helping his business owner clients plan for the most important financial event of their lives: the transition out of their business.
Keith is a member of WealthCounsel, a national consortium of estate planning attorneys, the State Bar of Montana's Trust and Estates section and the Cascade County Estate Planning Council.
Born and raised in Great Falls, Keith earned a bachelor's degree in Russian Studies, magna cum laude, from the University of Pennsylvania. He obtained his law degree from the University of Michigan and initially practiced corporate and securities law in Houston, Texas. When Keith returned to Montana, he worked as a trial lawyer with the Great Falls law firm of Jardine, Stephenson, Blewett & Weaver before joining his father-in-law, Bill Scott, to form Scott & Tokerud in 1986.
Keith has been active in public service. In 2009 he received the State Bar of Montana's Neil Haight Pro Bono Award for his fourteen years of work to obtain political asylum for a political dissident from the Soviet Union.
Keith has served as chairman of the board of the Great Falls Chamber of Commerce and Big Brothers and Big Sisters of Great Falls. He also served on the boards of the the Benefis Healthcare Foundation, United Way of Cascade County, Sister Cities of Great Falls and the Montana/Kazakhstan Exchange Project.
Keith plays the clarinet and saxophone and has been a member of the Great Falls Symphony as well as the Harold Nicholls Big Band. Keith is fluent in Russian. His interests extend from building democracy in Russia to pheasant hunting.
Daniel J. Konen, Chairman of Board of Directors; JCCS Â
It isn't unusual for JCCS clients with an interest in farming or ranching operations and related markets: or the always-changing Montana weather, for that matter: to find themselves deep in conversation with Dan Konen of our Small Business Advisory Services team. It's an easy and valued conversation for Dan: he grew up on his family's farm/ranch in Fairfield, Montana, and today he augments his career experience in the accounting profession by staying up-to-date on everything ranching, from Black Angus calving techniques to the latest research on crop rotation and climate change.
With more than three decades as a well-respected accountant, Dan has seen many changes, including an increase in the need for specialized services relating to the personal and business financial success of clients. To anticipate and meet those needs, Dan and the JCCS team stay focused on building strong, long-term relationships with clients. He strives always to provide top-level services that enhance the financial decision-making, the financial futures, of his individual and business clients.
Dan balances that passion with: Black Angus cattle aside: a desire is to improve his golf game, a pursuit he finds equally relaxing and frustrating on any given weekend.
Jared Brown, Agent; New York Life Insurance Co.
As a financial professional focusing on individuals and businesses, Brown understands the rigors and demands placed on individuals and businesses alike, and his interest in finance and overall planning helping him achieve his depth of knowledge in the investment arena. For over 20 years, he has spent his time as an astute mentor and guide helping clients reach their investment and planning goals. He has gained the respect and confidence of clients and associates in the financial sector. His career has been spent working tirelessly helping businesses, clients and their families achieve their financial and personal goals.