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Managing Conservation Easements in Perpetuity - Environmental ...

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A violation resolution policy<br />

holds your land trust steady<br />

dur<strong>in</strong>g the turmoil of evaluat<strong>in</strong>g<br />

and document<strong>in</strong>g violations<br />

and provides guidance on<br />

determ<strong>in</strong><strong>in</strong>g whether a<br />

violation has occurred and<br />

how it should be addressed.<br />

264<br />

recreation that has been undergo<strong>in</strong>g work to restore the property to a mixed<br />

native species habitat. A neighbor to the preserve had gradually deposited<br />

the tires on the property over the years. Manitowoc County, which owns the<br />

property, and the Conservancy, the easement holder, were both unsure about<br />

the boundary l<strong>in</strong>e. The neighbor responsible for the violation had died, leav-<br />

<strong>in</strong>g no legal recourse aga<strong>in</strong>st him. Us<strong>in</strong>g a blend of perseverance and diplo-<br />

macy, the Conservancy pushed the county to f<strong>in</strong>d a way to determ<strong>in</strong>e the<br />

boundary l<strong>in</strong>e; eventually a survey of the area <strong>in</strong> question was conducted.<br />

Unfortunately, once the county was established as the responsible land-<br />

owner, it <strong>in</strong>dicated that it did not have any f<strong>in</strong>ancial resources to remove and<br />

dispose of the tires, except to provide <strong>in</strong>-k<strong>in</strong>d volunteers for the project.<br />

The long search by the Conservancy to dispose of the tires ended when<br />

Richard Larson, owner of Whitewall Tire Company and GreenSky Energetics<br />

<strong>in</strong> Wiscons<strong>in</strong>, paid the tire disposal costs. He donated his and his staff’s time<br />

to work with the county’s volunteers to load, haul and then pay for the proper<br />

disposal of the tires that lay abandoned for years.<br />

A Guide to Navigat<strong>in</strong>g Difficult Situations<br />

A violation resolution policy holds your land trust steady dur<strong>in</strong>g the<br />

turmoil of evaluat<strong>in</strong>g and document<strong>in</strong>g violations and provides guidance<br />

on determ<strong>in</strong><strong>in</strong>g whether a violation has occurred and how it<br />

should be addressed. It is also valuable <strong>in</strong> def<strong>in</strong><strong>in</strong>g upfront who has<br />

the authority to act, so that your land trust avoids confusion, miscommunication,<br />

delays and missteps. With a def<strong>in</strong>ed process and roles,<br />

you can focus on the violation rather than on determ<strong>in</strong><strong>in</strong>g who has to<br />

be <strong>in</strong>volved and how. Adopt<strong>in</strong>g and implement<strong>in</strong>g a violation policy<br />

that encompasses all the issues discussed <strong>in</strong> this chapter will ensure<br />

that your land trust does not skip any important steps <strong>in</strong> resolv<strong>in</strong>g an<br />

easement violation. A policy also ensures that your land trust response<br />

is dis<strong>in</strong>terested and equitable by creat<strong>in</strong>g a consistent standard that is<br />

followed <strong>in</strong> every violation situation. Such a standard helps prevent<br />

conflicts of <strong>in</strong>terest and preferential treatment of <strong>in</strong>siders, favorite<br />

landowners and major donors. Prevent<strong>in</strong>g conflicts of <strong>in</strong>terest and<br />

adher<strong>in</strong>g to a violation policy that meets Land Trust Standards and<br />

Practices will help you avoid IRS sanctions aga<strong>in</strong>st your land trust for<br />

conferr<strong>in</strong>g private <strong>in</strong>urement or for fail<strong>in</strong>g to enforce easements that<br />

qualified for federal tax benefits.<br />

<strong>Manag<strong>in</strong>g</strong> <strong>Conservation</strong> <strong>Easements</strong> <strong>in</strong> <strong>Perpetuity</strong>

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