Dinner Meeting: Conservation Easements - From identifying the opportunity, to protecting the gift

Date: Tuesday, May 24, 2016
Time: 5:30pm - 8:00pm
Location: Crowne Plaza Northstar
Speaker: Carissa Brown

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CONSERVATION EASEMENTS
From identifying the opportunity, to protecting the gift

Presenters:
Carissa Brown, Trust Practice Leader - MN, Northern Trust
James Walston, Real Estate Attorney, Lindquist & Vennum LLP
Dwight Dahlen, Appraiser, Dahlen, Dwyer & Foley, Inc.
Ann Thies, Director of Conservation Stewardship, Minnesota Land Trust

Conservation easements are an effective, and increasingly-used tool for preserving treasured land, achieving client goals without complicated long-term trusts, and achieving income and estate tax savings. This panel will discuss how to identify a client who may be interested in granting a conservation easement, tips for negotiating the transaction, the process for valuing the easement for income and estate tax deduction purposes, and how easements are defended in perpetuity.

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Credits Pending

Networking and Registration: 4:30 - 5:00 pm
Presentation: 5:00 - 6:00 pm
Dinner: 6:00 - 7:00 pm

See Upcoming Event Calendar