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Managing Conservation Easements in
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Managing Conservation Easements in
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The Land Trust Alliance’s mission
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C O N T Acknowledgments · 5 A Note
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C O N T E N T S Violation Resolutio
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When a land trust accepts a conserv
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Eternity is a long time. Especially
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Course Road Map This course covers
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Course Resources This course includ
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Everyone is responsible for good re
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22 4. Consider costs and capacity w
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The long-term health and success of
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26 recordkeeping system that includ
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At a minimum, a land trust should k
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In addition to your land trust’s
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32 to serve owners of conserved lan
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34 Post-Closing Easement Stewardshi
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Transparent and ethical procedures
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38 final wording of the clause. The
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40 certain documents, such as lette
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42 able people depending on life ex
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Proper record destruction maintains
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Recordkeeping practices are essenti
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C A S E S T U D Y When the house wa
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C A S E S T U D Y People close to t
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Every project file should have a un
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54 project; -00 identifies the firs
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Do not store permanent files — ev
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Example 58 Combination system. Seve
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60 Retrieving Documents Documents n
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Hearsay is like children playing th
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64 trust prepares. A commitment to
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66 Essential Conservation Documents
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68 For more information on drafting
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70 for admitting GIS-driven maps in
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P U T T I N G I T I N T O P R A C T
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P U T T I N G I T I N T O P R A C T
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P U T T I N G I T I N T O P R A C T
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P U T T I N G I T I N T O P R A C T
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P U T T I N G I T I N T O P R A C T
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P U T T I N G I T I N T O P R A C T
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P U T T I N G I T I N T O P R A C T
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P U T T I N G I T I N T O P R A C T
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P U T T I N G I T I N T O P R A C T
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P U T T I N G I T I N T O P R A C T
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P U T T I N G I T I N T O P R A C T
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- Page 100 and 101: Statute of limitations: The maximum
- Page 102 and 103: 100 Evaluate Your Knowledge Answer
- Page 104 and 105: 102 Guidance 1. A written records p
- Page 106 and 107: 104 Conclusion Recordkeeping is an
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- Page 110 and 111: Brandywine Conservancy: Conservatio
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- Page 118 and 119: VLT: Conservation Stewardship Progr
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- Page 122 and 123: MALT: Records Management Policy All
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- Page 128 and 129: Greensboro Land Trust: Statement of
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- Page 142 and 143: 140 Additional Resources “The Adm
- Page 144 and 145: 142 Check Your Progress Before movi
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- Page 156 and 157: The IRS has publicly expressed conc
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- Page 160 and 161: If land trusts disregard donor, gra
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- Page 178 and 179: Table 2-1: Legal Risk Spectrum IRC/
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- Page 190 and 191: When should a land trust initiate a
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Any mortgages or other third-party
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An attorney must review every amend
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198 However,it is impossible to pre
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P U T T I N G I T I N T O P R A C T
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P U T T I N G I T I N T O P R A C T
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P U T T I N G I T I N T O P R A C T
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P U T T I N G I T I N T O P R A C T
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Example 208 Conservation easements
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Every conservation easement should
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212 in its modified form. Some lega
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Example To reduce frivolous or unac
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216 License Some land trusts use th
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218 Improving easement language to
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T E M P L A T E Sample Language 1 T
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T E M P L A T E Are there additiona
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T E M P L A T E Sample Language All
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C A S E S T U D Y A Principled, Sys
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C A S E S T U D Y caution that ease
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230 Evaluate Your Knowledge Now tha
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232 • If I cannot answer these qu
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234 Sample Documents The following
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236 the remainder of the violation.
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GVLT: Conservation Easement Amendme
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VLT: Conservation Stewardship Progr
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SPNHF: Conservation Easement Amendm
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Discretionary Approval Letter as Al
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VLT: Informal Discretionary Approva
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VLT: Interpretation Letter May 23,
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250 Additional Resources Amending C
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252 “Rethinking the Perpetual Nat
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Learning Objectives Chapter Three
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trust to resolve even a single cons
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available to call upon, without adv
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ent circumstances. When you follow
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• Personal education and outreach
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Legal Reasons Internal Revenue Serv
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The Whidbey-Camano Land Trust in Wa
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Developing a Violations Resolution
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Basic Elements The following sectio
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Risk Analysis Your land trust must
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Technical Lapses or Deficiencies. S
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1. 4. Determine if it is a violatio
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3. ment everything necessary to acc
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5. When to Consult Outside Legal Co
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determining their response to a vio
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treats conservation easements as a
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diation, including restoration, whe
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• Acknowledge the landowner’s g
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year from the date they discover (o
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Your land trust should never seek a
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7. Record the resolution and lesson
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Co-holding and Easement Violations:
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goals and needs. You can often acco
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This type of violation creates an o
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This solution, available in only li
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Judicial Remedies Almost all land t
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• In lean economic times state of
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dispute (the conservation easement
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In the end, practice for the best s
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the legal defense fund cannot be ra
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The Future of Easement Defense Land
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Scenario 1: Separate Conveyance Vio
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Scenario 3: Third-Party Boundary Di
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noncompliance unless the land trust
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If negotiations fail, the land trus
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violation if the net result diminis
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• Amendment. The land trust could
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violations the more likely you will
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Sample 1 In addition to protecting
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and compensation. [Land trust] will
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V. Documenting the Violation [page
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A Success Story Vermont Land Trust
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VLT also conducted extensive resear
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Evaluate Your Knowledge Now that yo
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8. Can identify four ways legal cou
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5. Interpretation rules that may af
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Conclusion The remarks of Jean Hock
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Easement Enforcement Flow Chart, Co
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Dutchess Land Conservancy: Conserva
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Dutchess Land Conservancy: Conserva
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H:\Monitoring\violation policy\MALT
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February 20, 2007 Easement Violatio
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• Major Violations - would result
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Is the infraction a violation of th
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meeting to discuss the violation an
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Violation Resolution and Easement D
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VLT: Conservation Stewardship Progr
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VLT: Quick Answers to Assist You wi
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V LT L A N D O W N E R I N F O R M
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VLT LANDOWNER INFORMATION SERIES St
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Additional Resources Conservation E
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“Perpetual Restrictions on Land a
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Action Plan As a result of studying
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Chapter One To Do Who Is Involved B
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384 Capacity: The resources an orga
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386 Four corners of the document: I
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388 trust to provide financial reso
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four corners rule 183-6, 191, 199,