Show navigation

Available in:

OnDemand Webinar
Audio & Reference Manual

Conservation Easement Transactions From A to Z

Understand the legal requirements of conservation easements so you can assist your clients properly. Conservation easement transactions are complex transactions with a multitude of potential pitfalls. Advisors to landowners need to understand the real property and tax law issues raised by conservation easements to competently assist their clients. Learn the legal requirements of a conservation easement. This topic will also guide you through the due diligence needed to determine whether a conservation easement is the right tool for your clients and how to complete a conservation easement that complies with applicable state and federal laws. A critical last step is the proper documentation of a conservation easement donation, and this topic will explain the documents and reports needed for compliance.


Runtime: 91 minutes
Purchase Options

More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Introduction

  • Conservation Easement Defined
  • Potential Federal Tax Benefits
  • Potential State Tax Benefits

Understanding the Land

  • Reviewing Title and Determining Encumbrances
  • Creating an Inventory of Water and Mineral Rights
  • Determining Current and Future Uses

Creating a Conservation Easement

  • Legal Requirements
  • Conservation Purposes
  • Permitted and Prohibited Uses
  • And More

Closing a Conservation Easement Transaction

  • Recording of Conservation Easement
  • Title Policy
  • Stewardship and Defense Donations
  • And More

Documenting a Charitable Deduction

  • Form 8283
  • Baseline Report
  • Mineral Report
  • And More
Purchase Options

More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on August 31, 2017.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • AK CLE 1.5
     
  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MO CLE 1.8
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NM CLE 1.5
     
  • NV CLE 1.5
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5
     
  • UT CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Purchase Options

More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Melinda M. Beck

Melinda M. Beck

Lewis, Bess, Williams & Weese P.C.

  • Director with Lewis, Bess, Williams & Weese P.C. in Denver, Colorado
  • Represents landowners, land trusts and government agencies in the granting and accepting of conservation easements
  • Assisted with conservation easement transactions in Colorado, Utah, Wyoming, New Mexico, Nevada, California, Minnesota, New York and Costa Rica
  • Assists landowners in general real estate transactions, land use and local government matters and other issues related to the ownership of real property interests
  • Frequent lecturer nationally and locally on issues related to conservation easements
  • Co-wrote, Mineral Development and Land Conservation, A Handbook for Conservation Professionals, Colorado Coalition of Land Trusts, 2009, rev. ed. 2011
  • Wrote, New West Conservation Easements and Oil and Gas Development, Rocky Mountain Mineral Law Foundation Conference on Surface Use for Mineral Development in the New West, 2008
  • J.D. degree, University of Denver, Sturm College of Law; B.A. degree in economics, Pomona College
  • Can be contacted at [email protected]
Purchase Options

More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 400939
Published 2017
Purchase Options

Available in Multiple Formats

Purchase this course and learn on your schedule!