Transactional Recordkeeping for Conservation Easements

Date and Time of Webinar: April 28, 2010 @ 2:00 pm ET
Audience: Beginner-Intermediate
Instructor:Jane Ellen Hamilton  

This webinar is sold out.

If you are still interested in this topic please email registration@lta.org.

Description

Good records do more than help you keep the promise of perpetuity. They increase work productivity and decrease frustration. No more wasted hours looking for a missing baseline or donor letter. Land trusts with their records in order are confident that important tasks have not fallen through the cracks and they can keep promises to donors, landowners and the public. After the excitement of closing a deal, making strategic decisions about what papers to keep in the file seems mundane. Yet, the process of culling and correctly filing records is an excellent way to bring closure to the acquisition phase of a project and a good foundation for future stewardship of the easement.
But what constitutes good recordkeeping?

This webinar will cover:

• Understanding records systems
• Identifying records
• Determining what records to keep and what records to discard (and when)
• Managing and storing records for conservation easements
• Digital versus paper files – advantages and disadvantages of each
• Managing records for litigation

NOTE: This webinar will cover only transactional recordkeeping for conservation easements. Organizational recordkeeping is covered in “Successful Organizational Recordkeeping for Land Trusts.”
Practices Covered: 2D and 9G

Instructor

Jane Ellen Hamilton trains land trust members and attorneys across the country on conservation easement matters at various conferences and seminars.  She also works as an attorney and as a consultant negotiating conservation easements and establishing conservation easement and stewardship programs for land trusts and public entities.  Jane Ellen is the course author for the Land Trust Alliance s curriculum on drafting conservation easements and baseline documentation and for the curriculum on project evaluation and selection.  She practiced real estate law in Aspen, Colorado, served as the executive director of the Pitkin County Open Space & Trails Program, served as co-executive director of the Black Canyon Regional Land Trust and served as executive director of the Colorado Coalition of Land Trusts.

 

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