CONSERVATION EASEMENTS: LEGAL, APPRAISAL, ACCOUNTING AND ETHICAL ISSUES

SOLD OUT

September 26, 2019

Sirote & Permutt, P.C.
Birmingham, AL

 

This course addresses legal, appraisal, accounting, and ethical issues that can arise with the creation and management of conservation easements. Recent case law will be discussed. Continuing Education credits, including Ethics. Sponshorship provided by GALT and the Alabama Chapter of the American Institute of Appraisers.

For more information, conatct Pam Paulk at 205-835-0808 or email pampaulk@aiaalabama.com.

 

AGENDA

11:00 – 11:45: Registration and Lunch;

11:45 – 12:45: Ronald Levitt, Attorney Shareholder, and Greg Rhodes, Attorney,  Sirote & Permutt, P.C., “Recent Legal Developments Regarding Conservation Easements”;

12:45 – 2:00: John E. “Josh” Hall, MAI, Senior Managing Director, Valbridge Property Advisors, and Philip E. Paulk, MAI, SRA, AI-GRS, Managing Partner, The Paulk Group, “Panel: Appraisal of Conservation Easements – General Principles and Appraisal of Mineral Rights”;

2:00 – 2:15: Break

2:15 – 3:15: Katherine Eddins, Executive Director, Georgia-Alabama Land Trust, Inc., “Recent Developments in Conservation Easement Due Diligence and Drafting”;

3:15 – 4:00: Orman Wilson, CPA, Tax Manager, JamisonMoneyFarmer PC, “Accounting Issues Presented by Conservation Easements”;

4:00 – 5:00: Steve Greenberg, Staff Attorney, Georgia-Alabama Land Trust, Inc., “Land Trusts and Conservation Easements – Ethical Issues” (Ethics CLE credit); and

5:00 – 6:00: Reception.

All Events

SEPT 5

APFC  Annual Meeting

SEPT 17-18

Conservation Easements for Forest Landowners & Their Advisers

SEPT 26

Conservation Easements: Legal, Appraisal, Accounting and Ethical Issues

Oct 20

Ray Day

NOV 7

GALT Tower Shoot