Legacy Planning for Consulting Foresters
As forest landowner demographics continue to shift, consulting foresters are increasingly on the front lines of legacy and succession conversations. You play a critical role in answering client questions, offering guidance and support, and helping landowners think through long-term plans for their forests. This webinar series is designed to support you in that work by offering practical context, addressing common questions that arise in the field, and sharing tools and resources you can pass along to clients navigating succession and estate planning.
The first webinar in the series is scheduled for next week. While the timing is short, the session is designed to be practical, relevant, and a good use of your time. Bring your questions and your experiences.
All webinars are approved for CEUs.
Legacy Planning 101
Wednesday, January 14 | 3:00–4:00 pm
Presenter: Paul Catanzaro, UMASS Extension Forester
We're kicking off the series with opening webinar explores the foundational role consulting foresters can play in estate and succession planning. Paul Catanzaro will discuss how foresters help landowners clarify long-term goals for their woods, connect forest management plans to legacy planning conversations, and serve as trusted partners during periods of ownership transition. Designed specifically for consulting foresters, this session provides practical insight into supporting landowners as they think about the future of their land, while reinforcing the connection between estate planning and long-term forest stewardship.
Legacy and succession questions often come up in the course of working with landowners, even when foresters are not expected or asked to be directly involved in family decision-making. This webinar focuses on how consulting foresters can navigate these conversations professionally and appropriately, while staying within their role.
Navigating Legacy Planning Conversations as a Forester
Tuesday, March 10 | 3:00–4:00 pm
Presenter: Liza Walker, Program Manager and Mediator, Environmental Mediation Center
Legacy and succession questions often come up in the course of working with landowners, even when foresters are not expected or asked to be directly involved in family decision-making. This webinar focuses on how consulting foresters can navigate these conversations professionally and appropriately, while staying within their role.
The session will explore communication strategies, setting and maintaining boundaries, and recognizing when to refer landowners to other professionals. Participants will gain practical tools for responding to common questions, managing situations where family dynamics affect stewardship decisions, and supporting landowners without getting pulled into conflict. This webinar is designed to support foresters in handling real-world situations with confidence, clarity, and professionalism.
And more webinars to come!!
We’re finalizing the details on more webinars that will be announced soon!
In the meantime, have a legacy planning topic you’d like us to cover?
Email us—we’d love to hear your suggestions.
This series is made possible by a grant from Vermont Housing and Conservation Board.