Dinner Meeting: Conservation Easements - From identifying the opportunity, to protecting the gift
CONSERVATION EASEMENTS
From identifying the opportunity, to protecting the gift
Presenters:
Carissa Brown, Trust Practice Leader - MN, Northern Trust
James Walston, Real Estate Attorney, Lindquist & Vennum LLP
Dwight Dahlen, Appraiser, Dahlen, Dwyer & Foley, Inc.
Ann Thies, Director of Conservation Stewardship, Minnesota Land Trust
Conservation easements are an effective, and increasingly-used tool for preserving treasured land, achieving client goals without complicated long-term trusts, and achieving income and estate tax savings. This panel will discuss how to identify a client who may be interested in granting a conservation easement, tips for negotiating the transaction, the process for valuing the easement for income and estate tax deduction purposes, and how easements are defended in perpetuity.
Credits Pending
Networking and Registration: 4:30 - 5:00 pm
Presentation: 5:00 - 6:00 pm
Dinner: 6:00 - 7:00 pm
