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Managing Conservation Easements in Perpetuity - Environmental ...

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Dutchess Land Conservancy: <strong>Conservation</strong> Easement Violation Response Procedure<br />

d) For either a major or a m<strong>in</strong>or violation, the Conservancy may consider<br />

the use of an amendment or a waiver (similar to amendment but not signed by<br />

landowner) to resolve the violation. However, there are number of<br />

considerations that the Conservancy must weigh before pursu<strong>in</strong>g this route (refer<br />

to DLC’s <strong>Conservation</strong> Easement Amendment Policy):<br />

i) Consider the precedent set of condon<strong>in</strong>g a violation with an easement<br />

amendment. Consider encourag<strong>in</strong>g easement landowners to ask for a review<br />

of a proposed change to the easement protected property whether or not it’s<br />

allowed under the terms of an easement <strong>in</strong> order to hold off a potential<br />

violation.<br />

ii) There has to be <strong>in</strong>creased resource protection <strong>in</strong> exchange for any<br />

adverse impact of the amendment. If the monetary value of the <strong>Conservation</strong><br />

Easement is <strong>in</strong>creased or decreased by the amendment, an addition of other<br />

restrictions should be negotiated so that the easement value rema<strong>in</strong>s the<br />

same or is <strong>in</strong>creased (requires an appraisal). Amendments should be either<br />

conservation neutral or improve the conservation value.<br />

iii) Consider whether or not the amendment would be controversial or <strong>in</strong>cite<br />

negative public reaction <strong>in</strong> the community.<br />

iv) Consider the time and expense for the approval process (Board approval,<br />

appraisal, and any secured lender that must subord<strong>in</strong>ate its <strong>in</strong>terests to an<br />

easement amendment).<br />

Note: If an amendment is pursued, Board approval is required before<br />

<strong>in</strong>form<strong>in</strong>g the landowner. Document and update basel<strong>in</strong>e data immediately.<br />

The Conservancy should refer to its amendment policy for guidance.<br />

The Executive Committee may develop alternative suggestions for remediation<br />

and/or compensation by the landowner and should present them to the Board.<br />

At this time, the Executive Committee may identify specific legal counsel to<br />

provide consultant legal services.<br />

6. Go<strong>in</strong>g to Court<br />

Tak<strong>in</strong>g a violator to court should be considered as a last resort. Go<strong>in</strong>g to court is<br />

expensive and time consumptive and will likely irreparably damage the relationship<br />

between the property owner and the Conservancy. Court decisions can set<br />

precedent that will affect easements either favorably or unfavorably. In certa<strong>in</strong><br />

cases the Conservancy will have to go to court <strong>in</strong> order to defend an easement, stop<br />

damag<strong>in</strong>g activities, or obta<strong>in</strong> reparations. In such cases, the Conservancy should<br />

consult with an experienced trial lawyer to assess the merits of the case, the<br />

documentation of the alleged violation and the likelihood that the court will <strong>in</strong>terpret<br />

the activity as a violation of the easement. The Conservancy must also be sure to<br />

ma<strong>in</strong>ta<strong>in</strong> adequate enforcement funds to cover legal expenses.<br />

Note: Dur<strong>in</strong>g this process, if the landowner can not be contacted by telephone,<br />

draft and send a certified letter (return receipt requested) that specifies the violation<br />

and requests a personal meet<strong>in</strong>g to resolve the situation. A copy of the certified<br />

letter should also be sent by first class mail. Specify a time frame for contact <strong>in</strong> the<br />

letter.<br />

DLC <strong>Conservation</strong> Easement Violation Response Procedure 12-13--02 – page 4 of 5<br />

Violation Resolution and Easement Defense 353

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