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Conservation Easements: Tax Benefits, Effective Drafting, and Enforcement

Conservation easements are great tools for preserving the character of land, and can offer a variety of federal, state, and local tax benefits to the grantor. Whatever your client’s primary objectives, it’s imperative to fully understand the legal and strategic considerations underlying each unique transaction. Our speakers, Robin Klomparens, Doug Youmans, and Karin Troedsson, provide guidance on major steps of a conservation easement transaction, with special emphasis on practical drafting tips to take advantage of tax incentives.

 

1.5 Hours MCLE Credit

Conservation easements are great tools for preserving the character of land, and can offer a variety of federal, state, and local tax benefits to the grantor. Whatever your client’s primary objectives, it’s imperative to fully understand the legal and strategic considerations underlying each unique transaction. Our speakers, Robin Klomparens, Doug Youmans, and Karin Troedsson, provide guidance on major steps of a conservation easement transaction, with special emphasis on practical drafting tips to take advantage of tax incentives.

  • Definition and Purpose
  • Due Diligence and Creation
  • Tax Incentives and Planning Opportunities
  • Potential Challenges to Charitable Donation
  • Drafting and Documenting
  • Brief Overview of Enforcement Issues

This program assumes some experience in real property or estate planning.

On Demand RE54671-191

Live program recorded on Sep 10, 2018. 

 

If you are signed in and a CLE Passport holder, your adjusted cost appears below.

 

$ 99.00

Conservation easements are great tools for preserving the character of land, and can offer a variety of federal, state, and local tax benefits to the grantor. Whatever your client’s primary objectives, it’s imperative to fully understand the legal and strategic considerations underlying each unique transaction. Our speakers, Robin Klomparens, Doug Youmans, and Karin Troedsson, provide guidance on major steps of a conservation easement transaction, with special emphasis on practical drafting tips to take advantage of tax incentives.

  • Definition and Purpose
  • Due Diligence and Creation
  • Tax Incentives and Planning Opportunities
  • Potential Challenges to Charitable Donation
  • Drafting and Documenting
  • Brief Overview of Enforcement Issues

This program assumes some experience in real property or estate planning.

ROBIN K. KLOMPARENS

Robin K. KlomparensRobin K. Klomparens is a partner in the law firm of Wagner Kirkman Blaine Klomparens & Youmans LLP. Ms. Klomparens specializes in income, state and local, estate and gift taxation, estate and charitable planning, probate and trust administration and litigation related thereto. She advises clients on business transactions, entity formation (profit and non-profit), state and federal tax audits and tax controversy, probate and trust litigation and succession and charitable planning. She also serves as a consultant, expert witness and mediator in her field.

Ms. Klomparens has a business degree specializing in finance from the University of Florida. She received her Juris Doctorate from the University of Miami in 1985 and an LL.M. in Taxation in 1986. She was admitted to practice in Florida in 1986 and joined the ranks of California attorneys in 1987. She was admitted to practice before the U.S. Tax Court in 1990.

Ms. Klomparens is currently an adjunct professor for USF in the JD/LLM program and formerly was an adjunct professor for Golden Gate University in the Masters in Tax curriculum, a member of the Executive Committee, a member of the Estate and Gift Committee of the State Bar of California and ACTEC. She is on the board of a variety of charitable organizations. She has lectured extensively and has written numerous articles on various issues in her field of specialization.

DOUGLAS YOUMANS

Douglas YoumansDouglas Youmans is a partner with the law firm of Wagner Kirkman Blaine Klomparens & Youmans LLP, with over 35 years of in-depth experience in business, estate, real estate, tax planning and controversy work. Mr. Youmans has developed a practice designed to provide multi-dimensional legal services to individuals, executives and business owners who must comply with today’s complex legal system. A CPA and certified specialist in tax law, Mr. Youmans has represented clients in virtually all aspects of business and tax planning, as well as controversy resolution before federal and state taxing authorities, including litigation in tax and appellate courts.

A frequent speaker for groups ranging from the Continuing Education of the Bar, to the CalCPAs, the California State Bar Tax Section, and (Lonnie McGee’s) Annual Tax & Estate Planning Forum, Mr. Youmans has also served as an Adjunct Professor at Golden Gate University, and California State University at Sacramento.

KARIN TROEDSSON

Karin TroedssonKarin Troedsson is a Napa-based attorney who has been involved with public, environmental and conservation law for over 20 years, both internationally and domestically. Karin represents land trusts, public entities, and private parties in a variety of conservation transactions including conservation easements, trail easements, conservation buyer transactions, bequests and other fee transfers of property. Karin also represents nonprofits concerning governance, state and federal compliance, and other issues.

Karin is also a partner in a multi-generational cattle ranching family in Montana, and understands the issues facing farmers and ranchers to responsibly steward their properties. Karin and her family have entered into a series of conservation easements with The Nature Conservancy to protect the family ranch in perpetuity. As a landowner, Karin has also participated in federal grant programs regarding a variety of issues from endangered species to water control structures.

Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
MCLE HOUR 0.5 - 2
PRACTICE AREA Real Property
PRACTICE AREA Estate Planning
Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
MCLE HOUR 0.5 - 2
PRACTICE AREA Real Property
PRACTICE AREA Estate Planning