- Page 1: Managing Conservation Easements in
- Page 5 and 6: Managing Conservation Easements in
- Page 7 and 8: Acknowledgments I wish to gratefull
- Page 9 and 10: E N T S Chapter Two • Amendments
- Page 11: A Note on the Standards and Practic
- Page 14 and 15: Conservation purposes: The purposes
- Page 16 and 17: Good relationships with landowners,
- Page 18 and 19: 16 that will guide your land trust
- Page 21 and 22: Learning Objectives After studying
- Page 23 and 24: Records must be kept so that in 50
- Page 25 and 26: Guidance 1. A written records polic
- Page 27 and 28: the severity of conservation easeme
- Page 29 and 30: systems for tracking changes in lan
- Page 31 and 32: Establish protocols for organizing
- Page 33 and 34: Policies and Procedures There are m
- Page 35 and 36: Think about It What is the purpose
- Page 37 and 38: To ensure that you retain important
- Page 39 and 40: destroying too many records or dest
- Page 41 and 42: Attorney Jessica Jay in Colorado ad
- Page 43 and 44: Identify records accurately. A reco
- Page 45 and 46: Some land trusts include this repre
- Page 47 and 48: ing of a conservation easement to s
- Page 49 and 50: Maryland Environmental Trust v. Gay
- Page 51 and 52: Guidance 1. In applying its documen
- Page 53 and 54:
Document Management Labeling Record
- Page 55 and 56:
Land trusts should identify all pro
- Page 57 and 58:
• Rum River (Jensen) 1999-139 •
- Page 59 and 60:
intentionally destroy critical reco
- Page 61 and 62:
ut not in many other areas of the c
- Page 63 and 64:
The principles underlying TNC’s r
- Page 65 and 66:
• The record was created and kept
- Page 67 and 68:
• Evidence that a document is at
- Page 69 and 70:
ple, conflicting maps of a particul
- Page 71 and 72:
acknowledgment clause or the baseli
- Page 73 and 74:
Records Retention This exercise can
- Page 75 and 76:
Recordkeeping 73 E X E R C I S E O
- Page 77 and 78:
Recordkeeping 75 E X E R C I S E O
- Page 79 and 80:
Recordkeeping 77 E X E R C I S E O
- Page 81 and 82:
Recordkeeping 79 E X E R C I S E O
- Page 83 and 84:
Recordkeeping 81 E X E R C I S E O
- Page 85 and 86:
Recordkeeping 83 E X E R C I S E O
- Page 87 and 88:
Recordkeeping 85 E X E R C I S E O
- Page 89 and 90:
Recordkeeping 87 E X E R C I S E O
- Page 91 and 92:
Recordkeeping 89 E X E R C I S E O
- Page 93 and 94:
Recordkeeping 91 E X E R C I S E O
- Page 95 and 96:
Recordkeeping 93 E X E R C I S E O
- Page 97 and 98:
Recordkeeping 95 E X E R C I S E O
- Page 99 and 100:
Guidance Recordkeeping 97 E X E R C
- Page 101 and 102:
Developing a Records Purpose Statem
- Page 103 and 104:
important to records retention. Whi
- Page 105 and 106:
to interpret the easement grantor
- Page 107 and 108:
Sample Documents These sample docum
- Page 109 and 110:
life possible for its paper records
- Page 111 and 112:
Document Filing Policy Document Fil
- Page 113 and 114:
Creating & Archiving Operational Fi
- Page 115 and 116:
Creating & Archiving Operational Fi
- Page 117 and 118:
° VLT: Conservation Stewardship Pr
- Page 119 and 120:
Recordkeeping 117 VLT: Naming Decis
- Page 121 and 122:
Marin Agricultural Land Trust Recor
- Page 123 and 124:
information. The Office Manager has
- Page 125 and 126:
• Only one set of standard 35mm p
- Page 127 and 128:
• The copy at A and P is created
- Page 129 and 130:
16 Financial statements - interim 4
- Page 131 and 132:
Records Creation: In order to confi
- Page 133 and 134:
► Conservation Easement Records:
- Page 135 and 136:
other special projects, publication
- Page 137 and 138:
RECORDKEEPING SYSTEM EXAMPLES Examp
- Page 139 and 140:
Example 3: Computer Folder Structur
- Page 141 and 142:
Sample Documentation Checklist Cons
- Page 143 and 144:
Software Conservation Track This so
- Page 145:
Notes Recordkeeping 143
- Page 148 and 149:
146 This chapter is adapted from th
- Page 150 and 151:
148 that neither the original grant
- Page 152 and 153:
150 11. Have a system to learn from
- Page 154 and 155:
152 10. Understanding the implicati
- Page 156 and 157:
The IRS has publicly expressed conc
- Page 158 and 159:
Avoid unsound amendment decisions a
- Page 160 and 161:
If land trusts disregard donor, gra
- Page 162 and 163:
160 an extinguishment, the land tru
- Page 164 and 165:
Land trusts, as tax-exempt charitie
- Page 166 and 167:
164 if necessary. A complete apprai
- Page 168 and 169:
All land trusts should review their
- Page 170 and 171:
Exaction: The regulatory requiremen
- Page 172 and 173:
170 trusts and their counsel must c
- Page 174 and 175:
172 staff member must also ensure t
- Page 176 and 177:
174 the landowner). For example, if
- Page 178 and 179:
Table 2-1: Legal Risk Spectrum IRC/
- Page 180 and 181:
Every land trust should have a care
- Page 182 and 183:
Land trusts must draft conservation
- Page 184 and 185:
182 the easement document, and to e
- Page 186 and 187:
No court decisions address the four
- Page 188 and 189:
Doctrine of changed conditions: Und
- Page 190 and 191:
When should a land trust initiate a
- Page 192 and 193:
Table 2-2: Public Perception Risk S
- Page 194 and 195:
Standing: The right of a person to
- Page 196 and 197:
Any mortgages or other third-party
- Page 198 and 199:
An attorney must review every amend
- Page 200 and 201:
198 However,it is impossible to pre
- Page 202 and 203:
P U T T I N G I T I N T O P R A C T
- Page 204 and 205:
P U T T I N G I T I N T O P R A C T
- Page 206 and 207:
P U T T I N G I T I N T O P R A C T
- Page 208 and 209:
P U T T I N G I T I N T O P R A C T
- Page 210 and 211:
Example 208 Conservation easements
- Page 212 and 213:
Every conservation easement should
- Page 214 and 215:
212 in its modified form. Some lega
- Page 216 and 217:
Example To reduce frivolous or unac
- Page 218 and 219:
216 License Some land trusts use th
- Page 220 and 221:
218 Improving easement language to
- Page 222 and 223:
T E M P L A T E Sample Language 1 T
- Page 224 and 225:
T E M P L A T E Are there additiona
- Page 226 and 227:
T E M P L A T E Sample Language All
- Page 228 and 229:
C A S E S T U D Y A Principled, Sys
- Page 230 and 231:
C A S E S T U D Y caution that ease
- Page 232 and 233:
230 Evaluate Your Knowledge Now tha
- Page 234 and 235:
232 • If I cannot answer these qu
- Page 236 and 237:
234 Sample Documents The following
- Page 238 and 239:
236 the remainder of the violation.
- Page 240 and 241:
GVLT: Conservation Easement Amendme
- Page 242 and 243:
VLT: Conservation Stewardship Progr
- Page 244 and 245:
SPNHF: Conservation Easement Amendm
- Page 246 and 247:
Discretionary Approval Letter as Al
- Page 248 and 249:
VLT: Informal Discretionary Approva
- Page 250 and 251:
VLT: Interpretation Letter May 23,
- Page 252 and 253:
250 Additional Resources Amending C
- Page 254 and 255:
252 “Rethinking the Perpetual Nat
- Page 257 and 258:
Learning Objectives Chapter Three
- Page 259 and 260:
trust to resolve even a single cons
- Page 261 and 262:
available to call upon, without adv
- Page 263 and 264:
ent circumstances. When you follow
- Page 265 and 266:
• Personal education and outreach
- Page 267 and 268:
Legal Reasons Internal Revenue Serv
- Page 269 and 270:
The Whidbey-Camano Land Trust in Wa
- Page 271 and 272:
Developing a Violations Resolution
- Page 273 and 274:
Basic Elements The following sectio
- Page 275 and 276:
Risk Analysis Your land trust must
- Page 277 and 278:
Technical Lapses or Deficiencies. S
- Page 279 and 280:
1. 4. Determine if it is a violatio
- Page 281 and 282:
3. ment everything necessary to acc
- Page 283 and 284:
5. When to Consult Outside Legal Co
- Page 285 and 286:
determining their response to a vio
- Page 287 and 288:
treats conservation easements as a
- Page 289 and 290:
diation, including restoration, whe
- Page 291 and 292:
• Acknowledge the landowner’s g
- Page 293 and 294:
year from the date they discover (o
- Page 295 and 296:
Your land trust should never seek a
- Page 297 and 298:
7. Record the resolution and lesson
- Page 299 and 300:
Co-holding and Easement Violations:
- Page 301 and 302:
goals and needs. You can often acco
- Page 303 and 304:
This type of violation creates an o
- Page 305 and 306:
This solution, available in only li
- Page 307 and 308:
Judicial Remedies Almost all land t
- Page 309 and 310:
• In lean economic times state of
- Page 311 and 312:
dispute (the conservation easement
- Page 313 and 314:
In the end, practice for the best s
- Page 315 and 316:
the legal defense fund cannot be ra
- Page 317 and 318:
The Future of Easement Defense Land
- Page 319 and 320:
Scenario 1: Separate Conveyance Vio
- Page 321 and 322:
Scenario 3: Third-Party Boundary Di
- Page 323 and 324:
noncompliance unless the land trust
- Page 325 and 326:
If negotiations fail, the land trus
- Page 327 and 328:
violation if the net result diminis
- Page 329 and 330:
• Amendment. The land trust could
- Page 331 and 332:
violations the more likely you will
- Page 333 and 334:
Sample 1 In addition to protecting
- Page 335 and 336:
and compensation. [Land trust] will
- Page 337 and 338:
V. Documenting the Violation [page
- Page 339 and 340:
A Success Story Vermont Land Trust
- Page 341 and 342:
VLT also conducted extensive resear
- Page 343 and 344:
Evaluate Your Knowledge Now that yo
- Page 345 and 346:
8. Can identify four ways legal cou
- Page 347 and 348:
5. Interpretation rules that may af
- Page 349 and 350:
Conclusion The remarks of Jean Hock
- Page 351 and 352:
Easement Enforcement Flow Chart, Co
- Page 353 and 354:
Dutchess Land Conservancy: Conserva
- Page 355 and 356:
Dutchess Land Conservancy: Conserva
- Page 357 and 358:
H:\Monitoring\violation policy\MALT
- Page 359 and 360:
February 20, 2007 Easement Violatio
- Page 361 and 362:
• Major Violations - would result
- Page 363 and 364:
Is the infraction a violation of th
- Page 365 and 366:
meeting to discuss the violation an
- Page 367 and 368:
Violation Resolution and Easement D
- Page 369 and 370:
VLT: Conservation Stewardship Progr
- Page 371 and 372:
VLT: Quick Answers to Assist You wi
- Page 373 and 374:
V LT L A N D O W N E R I N F O R M
- Page 375 and 376:
VLT LANDOWNER INFORMATION SERIES St
- Page 377 and 378:
Additional Resources Conservation E
- Page 379 and 380:
“Perpetual Restrictions on Land a
- Page 381 and 382:
Action Plan As a result of studying
- Page 383:
Chapter One To Do Who Is Involved B
- Page 386 and 387:
384 Capacity: The resources an orga
- Page 388 and 389:
386 Four corners of the document: I
- Page 390 and 391:
388 trust to provide financial reso
- Page 392:
four corners rule 183-6, 191, 199,