• Structuring, negotiating, and closing purchase, sale, bargain-sale, and donation transactions, whether fee title or conservation easements.
• Drafting and reviewing documents, including conservation easements, deeds, amendments, road easements, licenses, baseline reports, management plans, and ancillary closing documents.
• Conducting and supervising due diligence prior to acquisition or sale.
• Evaluating the tax impacts of specific transactions.
• Counseling with regard to organizational, governance, and policy matters, such as maintaining tax-exempt status, holding assets in charitable trust, and compliance with Land Trust Alliance Standards and Practices.
• Obtaining accreditation from the Land Trust Alliance Commission.
• Preparing and reviewing compliance documents and forms, such as land trust policies, manuals, gift letters, and Forms 990 and 8283.
• Training staff on topics such as LTA Standards and Practices and Baseline Report preparation.
• Interpreting real estate documents, including conservation easements, and assisting with landowner land-use protocols, amendments, and dispute resolution.

• Structuring, negotiating, and closing purchase, sale, bargain-sale, and donation transactions, whether fee title or conservation easements.
• Drafting and reviewing documents, including conservation easements, deeds, amendments, road easements, licenses, baseline reports, management plans, and ancillary closing documents.
• Conducting and supervising due diligence prior to acquisition or sale.
• Evaluating the tax impacts of specific transactions, including the deductibility of charitable contributions.
• Preparing and reviewing compliance documents and forms, such as gift letters and Form 8283.
• Assisting with dispute resolution.

We have given numerous presentations at conservation conferences and continuing education courses on a wide variety of conservation matters. Contact us to arrange a speaking engagement or training event. Topics include:

• Anatomy of a Conservation Easement
• Drafting Conservation Easements
• Gift Substantiation: Practical Pointers on IRS Form 8283 and Contemporaneous Written Acknowledgements
• Recent Court Cases Affecting Land Trusts and Donations
• Advanced Tax Issues
• Preparing for and Responding to Condemnation
• Carbon Credits and Conservation Easements
• Taxation of Carbon Credits
• Commercial Use Provisions in Conservation Easements
• Conservation Easements to Create Access to Native American Cultural and Ceremonial Gathering Sites