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Doing Due Diligence Right

Doing Due Diligence Right

Date: February 27, 2014
Time: 2:00 - 3:30 pm ET
Instructor: Laurel Florio
Cost: $55 before February 26, then cost will increase to $65.
Level: Beginner / Intermediate


A conservation easement is a promise to protect land forever, and forever depends, in part, upon land trust personnel properly completing all the necessary steps in the transaction process. This webinar provides a road map to help you navigate the complex legal, technical and practical matters involved in a conservation easement transaction.

Conservation attorney Laurel Florio will discuss the essential steps involved in due diligence (title review will be covered in a separate webinar on April 8):

  • Determining when an environmental assessment is needed
  • Examining IRC §170(h) to ensure the project meets requirements for tax deduction (if a tax deduction is sought)
  • Understanding the timing and importance of the survey and appraisal
  • Signing the 8283
  • Determining what records to keep and discard in the context of recordkeeping laws
  • Sending the gift acknowledgment letter
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