Managing Conservation Easements in Perpetuity - Environmental ...

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P U T T I N G I T I N T O P R A C T I C E 76 Managing Conservation Easements in Perpetuity
Recordkeeping 77 E X E R C I S E O N E
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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
Page 28 and 29: 26 recordkeeping system that includ
Page 30 and 31: At a minimum, a land trust should k
Page 32 and 33: In addition to your land trust’s
Page 34 and 35: 32 to serve owners of conserved lan
Page 36 and 37: 34 Post-Closing Easement Stewardshi
Page 38 and 39: Transparent and ethical procedures
Page 40 and 41: 38 final wording of the clause. The
Page 42 and 43: 40 certain documents, such as lette
Page 44 and 45: 42 able people depending on life ex
Page 46 and 47: Proper record destruction maintains
Page 48 and 49: Recordkeeping practices are essenti
Page 50 and 51: C A S E S T U D Y When the house wa
Page 52 and 53: C A S E S T U D Y People close to t
Page 54 and 55: Every project file should have a un
Page 56 and 57: 54 project; -00 identifies the firs
Page 58 and 59: Do not store permanent files — ev
Page 60 and 61: Example 58 Combination system. Seve
Page 62 and 63: 60 Retrieving Documents Documents n
Page 64 and 65: Hearsay is like children playing th
Page 66 and 67: 64 trust prepares. A commitment to
Page 68 and 69: 66 Essential Conservation Documents
Page 70 and 71: 68 For more information on drafting
Page 72 and 73: 70 for admitting GIS-driven maps in
Page 74 and 75: P U T T I N G I T I N T O P R A C T
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
Page 108 and 109: 106 management system, a database t
Page 110 and 111: Brandywine Conservancy: Conservatio
Page 112 and 113: Mountain Conservation Trust of GA:
Page 118 and 119: VLT: Conservation Stewardship Progr
Page 120 and 121: VLT: Computer Document File Structu
Page 122 and 123: MALT: Records Management Policy All
Page 124 and 125: MALT: Records Management Policy 122
Page 126 and 127: MALT: Records Management Policy Mon
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Greensboro Land Trust: Statement of
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CLC: Record-keeping Policy 128 COLU
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CLC: Record-keeping Policy next reg
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CLC: Record-keeping Policy • Insp
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CLC: Record-keeping Policy 4. Trade
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VLT: Recordkeeping System Examples
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VLT: Recordkeeping System Examples
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140 Additional Resources “The Adm
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142 Check Your Progress Before movi
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Chapter Two • Amendments Otis B.
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• Understand the different kinds
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Conservation easement amendments in
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deal with conflicts of interest in
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The challenge for each land trust w
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source can be invaluable in these c
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to add acreage or correct scrivener
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Organizational and Governance Docum
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Guidance on Completing IRS Form 990
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other words, these prohibitions app
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the unique and significant size of
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Islands. The states are Alabama, Al
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to agree with the owner of the encu
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are respected in other states. Your
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should consult with experienced leg
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e added up to reach a decision; for
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State Nonprofit Law Requirements St
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protected conservation values and t
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Principles 5, 6 and 7 tie the amend
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No amendment policy should be more
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easement or the amendment in a four
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context in which a land trust opera
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make a recommendation to the board
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Table 2-3: Land Trust Capacity and
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These are subjects that require leg
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3. Negotiating with the landowner.
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Consulting with State Officials The
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Conservation Easement Amendments Th
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Scenario 2: Excessive Stewardship O
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Scenario 3: Weighing Impacts to Con
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Scenario 2: Excessive Stewardship O
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Drafting Easements with Amendments
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Easement Amendment Provisions Part
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the protected property is located.
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ary, these less permanent approache
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Discretionary Waiver A discretionar
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Looking Ahead: The Future of Easeme
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Easement Amendments This exercise m
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• Not result in private inurement
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V. Amendment Procedures [page 186]
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Insert the date of the policy and t
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communicating a clear process in si
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• Applied its existing conflict o
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5. Can describe two ways that your
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Conclusion Although conservation ea
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considering an amendment and the po
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I. General Policy Statement GVLT: C
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cost agreement will be developed an
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VLT Amendment Principles and Consid
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Sample Language Permitting Amendmen
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hereby approved and will not be dee
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May 23, 2006 name address town re:
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If you have any questions, please c
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“Hicks v. Dowd: The End of Perpet
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Check Your Progress Before moving o
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256 • Describe the role of variou
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258 Adoption and implementation of
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260 the landowner on the land, you
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Adopting and implementing an easeme
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A violation resolution policy holds
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IRS Form 990 and Easement Violation
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268 WCLT learned that having a thou
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If you make public detailed violati
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Collecting and sharing violation in
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Moderate and major violations go to
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Violation policies should contain a
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The key to discovering easement vio
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Recordkeeping is essential to effec
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Extra precautions need to be taken
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Third-party violator: A person or e
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The person designated to talk with
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Knowing When You Have to Go to the
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290 first. This letter caused the l
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Mediation: The act of an impartial
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All conservation easements should i
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Third-party enforcer: A person or e
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298 with respect to the conservatio
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300 like posture, you will be more
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Example 302 state. If the best cour
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Avoid placing mandatory arbitration
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306 a landowner is harvesting timbe
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308 Combined Approach Often you wil
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Your land trust’s legal rights ma
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Many land trusts create one dedicat
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Land trusts may need to rethink cur
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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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Waiver: The intentional or voluntar
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Quiet title action: A lawsuit broug
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T E M P L A T E You should refrain
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T E M P L A T E In determining the
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T E M P L A T E Sample Language The
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T E M P L A T E other violation res
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C A S E S T U D Y called VLT to rep
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C A S E S T U D Y Guidance Vermont
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342 4. Can list four alternatives t
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344 2. Violation resolution princip
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346 6. Essential violation document
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348 Sample Documents The following
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Dutchess Land Conservancy: Conserva
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MALT: Easement Violation Policy 3.
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MCTGA: Procedure for Enforcement of
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MCTGA: Procedure for Enforcement of
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TRLT: Easement Enforcement Guidelin
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VLT: Easement Enforcement Flow Char
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VLT: Easement Enforcement Flow Char
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VLT: Conservation Stewardship Progr
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VLT: Quick Answers to Assist You wi
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VLT: Stewardship’s FAQs VLT LANDO
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VLT: Stewardship’s FAQs VLT LANDO
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376 Guidebook for Directors of Nonp
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378 Check Your Progress Before comp
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380 • Develop an amendment policy
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Glossary Administrative deviation d
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the property worthy of permanent co
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Policy: A specific course of action
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Index arbitration 266, 292, 294, 30
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Governance Mission, Planning and Ca
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