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. You will learn the legal requirements of a conservation easement. This topic will 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 information will explain the documents and reports needed for compliance.
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Agenda
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Faculty
Melinda M. Beck
Otten Johnson Robinson Neff + Ragonetti
- Senior counsel with Otten Johnson Robinson Neff + Ragonetti 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]
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