Your Legacy, Your Land: Conservation Easements Dr. Tamara Cushing, Oregon State University Caroline Kuebler, American Forest Foundation December 15, 2016
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Your Legacy, Your Land:
Conservation Easements
Dr. Tamara Cushing, Oregon State University
Caroline Kuebler, American Forest Foundation
December 15, 2016
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Welcome
O Why this series?
O Why now?
O General topics to be covered
through the series
O Recordings
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Caroline Kuebler
8 years working for the
American Tree Farm System,
working with landowners
Masters in Forest Science
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Where have we been?
O Taking stock of what you have
O Understanding the assets and their value
O Heirloom or financial asset
O Setting goals
O Conversations with potential heirs
O Generational differences
O Family Meetings!
O Options for your land – heirs and donations
O Ownership Structures
O Working with an estate planner
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Our Guest: Megan Benjamin
O Conservation Easement Planner, Maryland Environmental Trust (MET)
O B.A. in Political Science and Environmental Studies from St. Mary’s College of Maryland and an M.A in Geography and Environmental Planning from Towson University.
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What is a conservation easement?
“A conservation easement is a voluntary legal
agreement between a landowner and a land
trust or government agency that permanently
limits uses of the land in order to protect its
conservation values”
Land Trust Alliance, 2016
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Our Guest: Peter Parker
O Forest Landowner in
California and Vermont
O Married with 3
children and 4
grandchildren!
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Setting up a Conservation Easement
O Things to consider
O Finding an organization to work with
O How long will it take?
O Valuing the easement and why
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Today’s Take Home
O Do your homework
O Plan ahead
O Communication
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Assignment for January
O Go back over what we’ve
discussed
O Take action on family
meeting if needed
O Forward questions
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Legacy Planning Resources
O Legacy Pledge
O Monthly Webinars
(including recordings)
O Worksheets
O Goal setting tools
O And more!
www.mylandplan.org/your-legacy-your-land
http://www.mylandplan.org/your-legacy-your-land
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Take the Pledge Today!www.mylandplan.org/legacypledge
http://www.mylandplan.org/legacypledge
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Housekeeping
O Follow-up email
O Next webinar: January 26th,
same time
Questions/comments on content:
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