Conservation Real Estate Services

Real estate law and the Internal Revenue Code provide a range of tools to address the conservation objectives of owners of significant land and of historic properties. Owners of such properties can often work with conservation and preservation organizations to achieve their objectives while generating significant income tax savings and, in some cases, arranging income for life or arranging continued lifetime use of the protected property.

Conservation Real Estate Services for Private Property Owners and Their Professional Advisors

• Help private property owners to structure conservation easement donations and sales, outright sales, bargain sales, and limited development projects.
• Combine conservation easements with real estate gift structures.
• Conduct financial analysis of complex conservation real estate transactions.
• Team with attorneys, financial advisors, and CPAs to help private property owners structure conservation easement donations and sales, outright sales, bargain sales and limited development projects.
• Help advisors to structure conservation easements as part of real estate gift arrangements.
• Conduct financial analysis of complex conservation real estate transactions.

Sudbury Valley Trustees hired Dennis to design and negotiate a very complex conservation transaction with a nonprofit landowner. Throughout it all he maintained excellent working relationships and brought a sense of humor that helped keep everyone moving forward. I recommend Dennis with enthusiasm because of his depth of experience, his demonstrated expertise communicating sophisticated real estate concepts, exploring for joint gain opportunities, and negotiating the deal.

Stephen Johnson, Executive Director, Gallatin Valley Land Trust (former Executive Director, Sudbury Valley Trustees

Conservation real estate services for land trusts and other conservation organizations

• Help land trusts and other conservation organizations structure conservation easement donations and purchases, fee purchases, bargain purchases, and limited development projects.
• Combine conservation easements with real estate gift structures
• Conduct financial analysis of complex conservation real estate transactions.
• Develop and help implement “trade lands” programs, designed to attract gifts of real estate which can be sold and converted to cash.