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Managing Conservation Easements in Perpetuity - Environmental ...

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trust to resolve even a s<strong>in</strong>gle conservation easement violation can cause<br />

many unpleasant consequences. The land trust may be:<br />

• Disqualified from accept<strong>in</strong>g further tax-deductible conservation<br />

easements<br />

• F<strong>in</strong>ed, or have its charitable status revoked, by the IRS<br />

Even if the land trust avoids these penalties, at the very least it will<br />

endanger the organization’s credibility <strong>in</strong> its community and with its<br />

landowners.<br />

<strong>Conservation</strong> easement “enforcement”is often referred to by land trusts<br />

as “violation resolution,” because it <strong>in</strong>volves discover<strong>in</strong>g and resolv<strong>in</strong>g<br />

a violation of the easement. If the land trust and landowner cannot<br />

resolve the dispute, then the land trust may take the landowner to court<br />

to remedy the problem. Land trusts can use a variety of techniques<br />

to resolve an easement violation before seek<strong>in</strong>g remedies <strong>in</strong> court, and<br />

many are described <strong>in</strong> this chapter. <strong>Conservation</strong> easement “defense”<br />

means that the land trust responds to a legal action or challenge relat<strong>in</strong>g<br />

to a conservation easement brought aga<strong>in</strong>st the land trust by another<br />

person or entity,<strong>in</strong>clud<strong>in</strong>g a landowner,neighbor or another third party.<br />

While the vast majority of easements have not been violated, your<br />

land trust should prepare for violations of vary<strong>in</strong>g degrees. The key is<br />

to m<strong>in</strong>imize the magnitude of violations, prevent expensive, unnecessary<br />

legal actions and address the violations your land trust encounters<br />

promptly and appropriately. Land trusts must understand that violations<br />

usually appear suddenly and without warn<strong>in</strong>g. A landowner is<br />

unlikely to alert the land trust that a violation is imm<strong>in</strong>ent; therefore,<br />

your land trust must be prepared for the unexpected and be able to<br />

respond rapidly and appropriately. Your land trust also must identify<br />

potential sources of violations and head them off through proactive<br />

assistance to conservation easement landowners.<br />

Landowners are endlessly creative <strong>in</strong> <strong>in</strong>terpret<strong>in</strong>g conservation easements.<br />

Your land trust, therefore, needs to have:<br />

• A solid understand<strong>in</strong>g of the conservation easements it holds<br />

• Sound legal advice when deal<strong>in</strong>g with new easement <strong>in</strong>terpretation<br />

issues<br />

• Excellent communication and negotiation skills to resolve<br />

violations<br />

Violation Resolution and Easement Defense 257<br />

Easement enforcement: The discovery<br />

and resolution of an easement<br />

violation.<br />

Easement defense: The land trust’s<br />

response to a legal action or challenge<br />

relat<strong>in</strong>g to a conservation<br />

easement.

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