Tax and Estate Planning in Somerset County

 1031 Exchanges

   
Articles on 1031 Exchanges
13 Components of a Successful Transferable Development Right Program
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For those of you who don’t know, TDR stands for Transferable Development Rights. Simply put, these are typically programs that are designed by local government to allow for the free market transfer of subdivision or development rights from a rural (agricultural and/or conservation) zone to a designated development zone within a jurisdiction.& ...

Like-Kind Exchanges of Conservation Easements
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Certain individuals who own land with significant conservation value, for example landowners of wildlife habitat or open space, can preserve the character of their land, obtain additional property, and defer taxes on the transaction, all at the same time.

What is a Like Kind Exchange?
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Internal Revenue Code section 1031 establishes the rules for like-kind exchanges. This is a tool that can be used by private landowners to defer real estate transfer taxes by exchanging one piece of property for another.

Year End Exchanges
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Like-kind exchanges that commence in one tax year and end in a subsequent tax year are sometimes called Year End Exchanges. Year End Exchanges contain some unique benefits and some hidden pitfalls.

Qualified Intermediaries
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A qualified intermediary (QI) is a neutral party who may assist a landowner in facilitating a like-kind exchange. The QI enters into a written agreement, known as the exchange agreement, with the landowner.

1031 Exchanges Organizations & Professionals
There are 84 resources serving Somerset County in the following categories:
map itMap of 1031 Exchanges Organizations & Professionals serving Somerset County
Agricultural Law Attorneys
Farmer's Legal Action Group
- St. Paul, MN
Green Lodestar Communications & Consulting, LLC
Kristen M. Ploetz, Esq. - Founder & Manager - Quincy, MA
Husch Blackwell LLP
James M. Ash - Kansas City, MO
James M. Ash
Husch Blackwell LLP - Kansas City, MO
Legal Services Food Hub
Conservation Law Foundation - Boston, MA
Estate Planners
Creative Conservation, LLC
Jerry A. Bley - Readfield, ME
David J. Backer
Drummond Woodsum - Trust and Estate Planning Group Chair - Portland, ME
Elliott Teel
Attorney at Law - Portland, ME
Everett P. Ingalls
Pierce Atwood - Partner - Portland , ME
Helen Andreoli
UBS Family Wealth Management Partners - Account Vice President - Portland, ME
Jac Arbour
Combined Benefits United - VP and Manager of Life and Annuity Division - Hallowell, ME
James A. Houle, Esq.
Bernstein, Shur, Sawyer & Nelson - Portland, ME
Jenny Burch
Weiss Law Office - Lawyer - Bath, ME
Joseph W. Powers
UBS Family Wealth Management Partners - First Vice President – Wealth Management - Portland, ME
Northeast Farm Access, LLC
Bob Bernstein - Managing Director - Keene, NH
Philip C. Hunt
Perkins Thompson - Attorney - Portland, ME
Smilie G. Rogers
- Attorney - York, ME
Steven E. Tenney
UBS Family Wealth Management Partners - Senior Vice President – Wealth Management - Portland, ME
Timothy P. Benoit
Perkins Thompson - Attorney - Portland, ME
Estate Planning Attorneys
David P. Silk
Curtis Thaxter LLC - Portland, ME
Dennis O’Donovan
Epstein & O'Donovan, LLP - Portland, ME
Elisabeth A. Pickle
Pickle Law Firm PLLC - Manchester, ME
Eliza Cope Nolan
Bernstein Shur - Shareholder - Portland, ME
Elizabeth R. Butler
Butler Law Offices, LLC - Brunswick, ME
Elizabeth T. McCandless
McCandless & Coburn LLC - Portland, ME
George F. Eaton II
Rudman Winchell Counselors at Law - Partner - Bangor, ME
Gretchen Jones
Eaton Peabody - Brunswick, ME
Husch Blackwell LLP
James M. Ash - Kansas City, MO
I. Richard Ploss
Porzio, Bromberg & Newman P.C. - Counsel - Portland, ME
Jewell & Bulger
Thomas Jewell - Portland, ME
John F. Loyd, Jr.
Eaton Peabody, PA - Brunswick, ME
John Paul Erler
Curtis Thaxter LLC - Portland, ME
Jonathan T. Harris
Lambert Coffin - Portland, ME
Kirk G. Siegel
Siegel & Crockett, P.C. - Partner - Bethel, ME
LeBlanc & Young, P.A.
- Portland, ME
Legal Services Food Hub
Conservation Law Foundation - Boston, MA
Mark Standen
The Law Office of Mark Standen, LLC - Yarmouth, ME
Martin C. Womer
Maine Center for Elder Law, LLC - Founder - Kennebunk, ME
Maureen E. Keegan
Curtis Thaxter LLC - Portland, ME
Morgan W. Alley
Dunton, Simmons & Dunton, L.L.P. - White Stone, VA
Nathaniel Putnam
Eaton Peabody - Bangor, ME
Paul O. Dillon
- Corinth, ME
R. Howard Lake, Esq.
Lake and Denison, LLP - Winthrop, ME
Sidney St. F. Thaxter
Curtis Thaxter LLC - Portland, ME
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Qualified Intermediaries for 1031 Exchanges
1031 Exchange Advantage, TM
- Carlsbad, CA
1031 Exchange Professionals Inc.
David Kuns - San Mateo, CA
1031X.com, Inc.
Steven Hickox and Christopher T. Sayre - Co-founders - Denver, CO
Acacia Exchange Services
- Healdsburg, CA
Amherst Exchange Corporation
- Santa Barbara, CA
Asset Exchange Company
- San Francisco, CA
Asset Preservation, Inc.
- Roseville, CA
Atlas 1031 Exchange, LLC
Andy Gustafson, Certified Exchange Specialist® - President and Founder - Fort Walton Beach, FL
Custom 1031 Inc.
- Spokane, WA
Exchange Resources, Inc.
- San Diego, CA
Exeter 1031 Exchange Services, LLC
Elizabeth Harris - Vice President, Marketing & Business Development - San Diego, CA
Futura 1031, Inc.
Glenda Sibbald, CES - President, Exchange Coordinator - Roseburg, OR
Jewell & Bulger
Thomas Jewell - Portland, ME
Marie Flavin, Esq.
Investment Property Exchange Services, Inc - Senior Vice President / Regional Manager - Armonk, NY
Mission Bank 1031 Exchange, LLC
- Bakersfield, CA
Old Republic Exchange Facilitator Company (OREXCO)
Lori De Martini, Esq. - President - Glendale, CA
Perkins Olson Attorneys at Law
- Portland, ME
Rosa Esqueda
Exeter 1031 Exchange Services, LLC - Senior 1031 Exchange Consultant - Los Angeles, CA
Safe Harbor Exchange, Inc.
- Tustin, CA
Stephen Davis
Safe Harbor Asset Management - Huntington, NY
Steven W. Monk
Exeter 1031 Exchange Services, LLC - 1031 Exchange Consultant - Fresno, CA
The Exchange Connection, Inc.
- Snohomish, WA
Xchange Solutions, Inc.
- San Jose, CA
Tax Advisors
Jason B. Stinson, CCIM
Commercial Realty Services of Alabama, LLC - Managing Member & Principal - Gadsden, AL
Philip C. Hunt
Perkins Thompson - Attorney - Portland, ME
The Simple Dollar
Trent Ham - Founder & ContributorIA
Timothy P. Benoit
Perkins Thompson - Attorney - Portland, ME
Water Street Solutions
- Peoria, IL
Tax Law Attorneys
Christopher S. McLoon
Verrill Dana LLP - Partner - Portland, ME
Eliza Cope Nolan
Bernstein Shur - Shareholder - Portland, ME
Gretchen Jones
Eaton Peabody - Brunswick, ME
Husch Blackwell LLP
James M. Ash - Kansas City, MO
John Paul Erler
Curtis Thaxter LLC - Portland, ME
Legal Services Food Hub
Conservation Law Foundation - Boston, MA
Mark Standen
The Law Office of Mark Standen, LLC - Yarmouth, ME
Maureen E. Keegan
Curtis Thaxter LLC - Portland, ME
Morgan W. Alley
Dunton, Simmons & Dunton, L.L.P. - White Stone, VA
Nathaniel Putnam
Eaton Peabody - Bangor, ME
Stefan Nagel
Law Office of Stephen J. Small, Esq., P.C. - Newton, MA

 Conservation Easements

   
Articles on Conservation Easements
6 Basic Steps to Conveying a Conservation Easement
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How does one go about donating or selling a conservation easement.? There is no one right way to go about it. However, the following outline shows the most common steps to the process.

Conservation Easements
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One tool for estate planners is the conservation easement, by which a landowner voluntarily restricts his or her land from being developed, restricts the amount of development or protects existing features, like a building facade with historic value.

Conservation Easements: How Flexible Is Too Flexible?

To ensure the continued conservation of natural resources and habitats, it is important to ensure that easements are not simply undone by successors to the original parties after the tax benefits have been realized.& ...

Mitigation and Conservation Banking
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To many landowners a threatened or endangered (T&E) species on their property is anathema because it can herald all kinds of state and federal limitations on use of their property.& ...

pdf 2015 National Land Trust Census Report
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Our common ground and collective impact.

pdf Conservation Easements: A Tool for Preventing the Fragmentation of Family Lands
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Land stewards can use conservation easements to help manage the future. Conservation easements can be created to protect different natural assets ranging from endangered species and water sources to productive, open space and agricultural land.

Maine Attorney General Prevents Termination of Conservation Easement
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Over the past two years, the Office of the Maine Attorney General has upheld the continued existence of a conservation easement that a landowner had sought to terminate.

Uniform Conservation Easement Act Summary
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Although traditional uses of land for industrial, commercial, residential and agricultural purposes have continued, conservation and historic preservation have become important as well.

pdf Uniform Conservation Easement Act (with 2007 Amendments)
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The Act enables durable restrictions and affirmative obligations to be attached to real property to protect natural and historic resources.

pdf Multi-Generational Ownership and Planning for Family Owned Properties
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The paper explains many of the common legal tools used by families to manage and/or transfer family lands, and gives a very good overview of the expectations and considerations families will face throughout the process.

Forever Donation
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A landowner recently asked us: What is the best way to ensure that the land I donate is not sold? We put the question to the land trust community and it generated quite a bit of activity on the land trust listserv.

Tax Benefits of Donating Conservation Land
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There are several kinds of tax benefits available to donors of land or conservation easements. This article attempts to summarize these benefits and provide some examples of how they work.

What is a Land Trust?

Land trusts are non-profit organizations directly involved in the permanent protection of land and its resources for the public benefit. A trust may operate on a local, state, regional, or national level.

Bundle Of Rights Approach To Value
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The bundle of rights theory maintains that ownership of a parcel of real estate may embrace a great many rights, such as the right to its occupancy and use; the right to sell it in whole or in part; the right to bequeath; the right to transfer by contract for specified periods of time, the benefits to be derived by occupancy and use of the real estate.

pdf 2014 Farm Bill Field Guide to Fish and Wildlife Conservation
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The 2014 Farm Bill Field Guide to Fish and Wildlife Conservation was prepared as an introduction for fish and wildlife conservation providers – the on-the-ground biologists and conservation partners who help deliver Farm Bill conservation programs to landowners.

13 Components of a Successful Transferable Development Right Program
By:

For those of you who don’t know, TDR stands for Transferable Development Rights. Simply put, these are typically programs that are designed by local government to allow for the free market transfer of subdivision or development rights from a rural (agricultural and/or conservation) zone to a designated development zone within a jurisdiction.& ...

Like-Kind Exchanges of Conservation Easements
By:

Certain individuals who own land with significant conservation value, for example landowners of wildlife habitat or open space, can preserve the character of their land, obtain additional property, and defer taxes on the transaction, all at the same time.

pdf Working Lands For Wildlife
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Through Working Lands for Wildlife —a voluntary, incentive-based effort—the Natural Resources Conservation Service (NRCS) and its conservation partners will provide landowners with technical and financial assistance to: Restore populations of declining wildlife species.

pdf NextGen Conservation: Peninsula Open Space Trust engages Millennials in its mission.
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The 80 million-plus Millennials in the United States represent the next generation of potential land trust supporters and advocates.

pdf Putting Smart Growth to Work in Rural Communities
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Many rural communities are facing challenges, including rapid growth at metropolitan edges, declining rural populations, and loss of working lands.

pdf Conservation of Private Lands: Opportunities and Challenges for the States
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Private land conservation initiatives are a critical component of any state-level quality of life agenda. Although concerns over sprawl, including the loss of prime agricultural lands and significant green space, continue to be one of the underlying rallying cries in support of state-level smart growth initiatives, the fact remains that with few exceptions, conservation of privately-owned working lands has not received significant attention in smart growth literature or conferences.

pdf Bosque Canyon Ranch v. Comm’r—Partnerships Denied Deductions for Conservation Easements Allowing Movable Homesites and Taxed on Disguised Sales of Homesites
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Bosque Canyon Ranch, L.P. located in the hill country of Texas was just denied $15.9 million of deductions claimed by partnerships for the donation of conservation easements on two grounds in a tax court decision.

The Conservation Easement Quiz
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Take a quick quiz and test your knowledge on conservation easements and learn if they can work for you.

Conservation Easement Paragraph Databank
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The CE Paragraph Databank is a work in progress assembled by the Stanford Conservation and Climate Change Drafting Committee and a number of CE professionals assisting in the work.

Conservation Easements and the 2010 Roth Conversion: A symbiotic relationship
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It may come as a shock, but there is a sort of symbiotic relationship at work between property owners with conservation easements and the IRS.

Hypothetical: How a Conservation Easement Works

A simple example illustrates how a conservation easement works in practice. Let’s assume pressure from buyers building vacation homes has pushed the value of land up in recent years to the point where the family is concerned about how the next generation will pay the estate tax bill without selling the land.

pdf Using Conservation Easements to Protect Working Forests
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For decades, conservation easements have protected open space values such as wildlife habitat, ecological diversity, recreational access and aesthetics.

pdf Farm and Forest Land Preservation With Conservation Easements
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This publication is intended to provide basic information on conservation easements for landowners, community leaders, students and other interested individuals.

The Importance of Land Trusts to Forestry
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Almost everyone in forestry has heard of land trusts since they have become a common fixture especially in areas that are rapidly urbanizing.

Conservation Easements: Donor Beware
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Conservation easements have garnered significant attention and gained popularity over the last few years due in part to the availability of federal tax deductions and Virginia state tax credits associated with conservation easements.

Easements prove valuable in efforts to protect land
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Practically no one had heard of conservation easements 15 years ago when Charleston native Herbert J. Butler began trying to protect his hundreds of acres of former rice fields.

pdf State of the Land 2006, A brief inventory of public and private land in the United States
By: and and

“In wildness is the preservation of the world.” Quoted from an essay by Thoreau lamenting the way in which modern urban life has made natural resources into commodities and isolated people from the natural processes on which their lives depended.

Land Preservation: An Essential Ingredient in Smart Growth
By: and

The preservation of land for working rural landscapes, wildlife habitat, urban parks, recreational trails, and protecting water supplies and floodplains is emerging as an integral component of smart growth programs.

pdf An Overview of Financial Alternatives for Land Conservation Transactions
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Clearly, the motivation for a land conservation transaction is often the desire of the landowner to safeguard the property. However, this objective must be balanced with the need to maximize the return to the landowner.

Conservation Easements Organizations & Professionals
There are 300 resources serving Somerset County in the following categories:
map itMap of Conservation Easements Organizations & Professionals serving Somerset County
Agricultural Law Attorneys
Farmer's Legal Action Group
- St. Paul, MN
Green Lodestar Communications & Consulting, LLC
Kristen M. Ploetz, Esq. - Founder & Manager - Quincy, MA
Husch Blackwell LLP
James M. Ash - Kansas City, MO
James M. Ash
Husch Blackwell LLP - Kansas City, MO
Legal Services Food Hub
Conservation Law Foundation - Boston, MA
Certified Appraisers
Adam Watson
TerraSource Valuation, LLC - Monroe, NC
American Forest Management
- Charlotte, NC
Brendan Hall
Amidon Appraisal Company - Portland, ME
Bret P. Vicary, ACF
James W. Sewall Company - Vice President - Old Town, ME
Donald G. MacKay, Ph.D, CFA
Forest Research, LLC - Forest Economist and Appraiser - Orono, ME
J Chet Rogers, MAI
- Real Estate Appraiser & Consultant - Hollis, NH
Jeffrey C. Wikle, MAI
TerraSource Valuation, LLC - Manager - Monroe, NC
Keith Ross
LandVest - Senior Advisor - Warwick, MA
Patricia Amidon, MAI
Amidon Appraisal Company - President - Portland, ME
Phil Bailey, MAI
TerraSource Valuation, LLC - Appraiser - Monroe, NC
Robert Ball
Amidon Appraisal Company - Portland, ME
Theodore H. Webersinn, MAI
Webersinn Appraisal Company, Inc. - President - Surry, ME
Conservation Groups and Associations
Agrarian Trust
Brooke Werley
AGree
Deborah Atwood - Executive Director - Washington, DC
Alliance for Community Trees
Carrie Gallagher - Executive Director - Washington, DC
American Agri-Women
American Chestnut Foundation
Meghan Jordan - Director of Communications - Asheville, NC
American Forest Foundation
- Washington, DC
American Friends of Canadian Land Trusts
- Bellingham, WA
American Hiking Society
Gregory A. Miller, Ph.D - President - Silver Spring, MD
American Tree Farm System
- Washington, DC
Appalachian Trail Conservancy
- Harpers Ferry, WV
Arbor Day Foundation
- Nebraska City, NE
Association of Fish & Wildlife Agencies
Ron Regan - Executive Director - Washington, DC
Atlantic Coast Joint Venture
Mitch Hartley - Coordinator - Hadley, MA
Bat Conservation International
Andrew Walker - Executive Director - Austin, TX
Canadian Parks and Wilderness Society - New Brunswick Chapter
Roberta Clowater - Executive Director - Fredericton, NB
Center for Large Landscape Conservation
Gary M. Tabor - Executive Director - Bozeman, MT
Chronic Wasting Disease Alliance
- Missoula, MT
CitSci.org
Greg Newman - Natural Resource Ecology Laboratory at Colorado State University - Fort Collins, CO
Coastal Conservation Association - National
- Houston, TX
Conservation Technology Information Center (CTIC)
- West Lafayette, IN
Continental Dialogue on Non-Native Forests Insects and Diseases
Frank Lowenstein, Forest Health Program - The Nature Conservancy - Sheffield, MA
EcoResults!
- Flagstaff, AZ
Equine Land Conservation Resource
Deb Balliet - Chief Executive Officer - Lexington, KY
Forest Landowners Association
Scott P. Jones - Chief Executive Office - Atlanta, GA
Forest Stewards Guild
Zander Evans - Executive Director - Madison, WI
Forest Stewardship Council
- Minneapolis, MN
Friends of Maine Seabird Islands
- Rockland, ME
Garden for Wildlife
National Wildlife Federation - Merrifield, VA
Hidden Valley Nature Center
Andy Bezon - Forest and Recreation Specialist - Jefferson, ME
High Peaks Alliance
- Strong, ME
Lakes Environmental Association
Peter Lowell - Executive Director - Bridgton, ME
Land Conservation and Advocacy Trust
Steve Meltzer - Founder and Executive Director - Framingham, MA
Land For Good
- Keene , NH
Land Trust Alliance
- Washington, DC
Maine Christmas Tree Association
- Easton, ME
Maine Forest Products Council
Roberta Scruggs - Communications Director - Augusta, ME
Maine Huts & Trails
- Kingfield, ME
Maine Lakes Society
Cheryl Perusse Daigle - Executive Director - Belgrade Lakes, ME
Maine Natural Resource Conservation Program
Dawn Hallowell - Maine DEP - Augusta, ME
Maine Rivers
Landis Hudson - Executive Director - Yarmouth, ME
Maine Sporting Camp Association
- Augusta, ME
Maine Sporting Camp Heritage Foundation
John Rust - President - Hampden, ME
Mississippi Wildlife Federation
- Madison , MS
National Association of State Foresters
Amanda Cooke - Director of Communications - Washington , DC
National Audubon Society
- New York, NY
National Family Farm Coaltion
- Washington, DC
National Fish and Wildlife Foundation
Jeff Trandahl - Executive Director and CEO - Washington, DC
National Forestry Association
Keith A. Argow - President, Director at Large - Vienna, VA
National Mitigation Banking Association
- Washington, DC
National Network of Forest Practitioners
Colin Donohue - Executive Director - Athens, OH
National Sustainable Agriculture Coalition
Jeremy Emmi - Managing Director - Washington, DC
National Trust for Historic Preservation
Amy Maniatis - Chief Marketing Officer - Washington, DC
National Wild Turkey Federation
Bryan Burhans - Director of Land Management Programs - Edgefield, SC
National Wildlife Federation
- Reston, VA
NatureServe
Mary Klein - President & CEO - Arlington, VA
Northern Forest Canoe Trail
- Waitsfield, VT
Partnership for Conservation
Randy Bampfield - Co-Chair- Legal Committee - Washington, DC
Pheasants Forever
- St Paul, MN
Pinchot Institute for Conservation
V. Alaric Sample - President - Washington, DC
Pollinator Partnership
- San Francisco, CA
Quality Deer Management Association
- Bogart, GA
Quebec-Labrador Foundation
Larry Morris - President - Ipswich, MA
Saco River Corridor Commission
Joy Chasse - Administrative Assistant - Cornish, ME
Sand County Foundation
Kevin Kiley, Development & Communications - Madison, WI
Sportsman's Alliance of Maine
David Trahan - Executive Director - Augusta, ME
Sportsmen for Responsible Energy Development
Judith KohlerCO
St. Croix International Waterway Commission
Heather Almeda - Manager - St. Stephen, NB
Sustainable Forestry Initiative
Kathy Abusow - President and CEO - Washington, DC
Sustainable Forests Roundtable
Tax Credit Connection, Inc.
Ariel Steele, Owner - Longmont, CO
Terrafirma RRG LLC
Jeremy Johnston - Account Administrator, Marsh Captive Solutions - Burlington, VT
The Climate Trust
- Portland, OR
The Congressional Sportsmen's Foundation
Lindsay Thomas - Chairman - Washington, DC
The Conservation Fund
- Arlington, VA
The Fund for Wild Nature
Jeff Petersen, Esq. - Executive Director - Kelso, WA
The Land Institute
- Salina, KS
The Trust for Public Land, Maine State Office
- Portland, ME
The Xerces Society for Invertebrate Conservation
- Portland, OR
Thunder Bay Field Naturalists
Bruce Thacker - President - Thunder Bay, ON
Tin Mountain Conservation Center
- Albany, NH
Trout Headwaters, Inc.
- Livingston, MT
Turtle Islands Earth Stewards
Tyhson Banighen - Tappen, BC
Two Countries, One Forest
Bill Weber - Executive Director - Toronto, ON
U.S. Farmers & Ranchers Alliance (USFRA)
- Chesterfield, MO
Upper Thames River Conservation Authority
Ian Wilcox - General Manager/Secretary-Treasurer - London, ON
USA National Phenology Network
Jake Weltzin - Executive Director - Tucson, AZ
Valleys 2000
Bill Huether - Treasurer - Bowmanville, ON
Ward Burton Wildlife Foundation
- Halifax, VA
Wild Ones
Donna VanBuecken - Executive Director - Neenah, WI
Wildlife Alliance of Maine
Daryl DeJoy - Executive Director - Bangor, ME
Women, Food & Agriculture Network
- Ames, IA
Estate Planners
Creative Conservation, LLC
Jerry A. Bley - Readfield, ME
David J. Backer
Drummond Woodsum - Trust and Estate Planning Group Chair - Portland, ME
Elliott Teel
Attorney at Law - Portland, ME
Everett P. Ingalls
Pierce Atwood - Partner - Portland , ME
Helen Andreoli
UBS Family Wealth Management Partners - Account Vice President - Portland, ME
Jac Arbour
Combined Benefits United - VP and Manager of Life and Annuity Division - Hallowell, ME
James A. Houle, Esq.
Bernstein, Shur, Sawyer & Nelson - Portland, ME
Jenny Burch
Weiss Law Office - Lawyer - Bath, ME
Joseph W. Powers
UBS Family Wealth Management Partners - First Vice President – Wealth Management - Portland, ME
Northeast Farm Access, LLC
Bob Bernstein - Managing Director - Keene, NH
Philip C. Hunt
Perkins Thompson - Attorney - Portland, ME
Smilie G. Rogers
- Attorney - York, ME
Steven E. Tenney
UBS Family Wealth Management Partners - Senior Vice President – Wealth Management - Portland, ME
Timothy P. Benoit
Perkins Thompson - Attorney - Portland, ME
Estate Planning Attorneys
David P. Silk
Curtis Thaxter LLC - Portland, ME
Dennis O’Donovan
Epstein & O'Donovan, LLP - Portland, ME
Elisabeth A. Pickle
Pickle Law Firm PLLC - Manchester, ME
Eliza Cope Nolan
Bernstein Shur - Shareholder - Portland, ME
Elizabeth R. Butler
Butler Law Offices, LLC - Brunswick, ME
Elizabeth T. McCandless
McCandless & Coburn LLC - Portland, ME
George F. Eaton II
Rudman Winchell Counselors at Law - Partner - Bangor, ME
Gretchen Jones
Eaton Peabody - Brunswick, ME
Husch Blackwell LLP
James M. Ash - Kansas City, MO
I. Richard Ploss
Porzio, Bromberg & Newman P.C. - Counsel - Portland, ME
Jewell & Bulger
Thomas Jewell - Portland, ME
John F. Loyd, Jr.
Eaton Peabody, PA - Brunswick, ME
John Paul Erler
Curtis Thaxter LLC - Portland, ME
Jonathan T. Harris
Lambert Coffin - Portland, ME
Kirk G. Siegel
Siegel & Crockett, P.C. - Partner - Bethel, ME
LeBlanc & Young, P.A.
- Portland, ME
Legal Services Food Hub
Conservation Law Foundation - Boston, MA
Mark Standen
The Law Office of Mark Standen, LLC - Yarmouth, ME
Martin C. Womer
Maine Center for Elder Law, LLC - Founder - Kennebunk, ME
Maureen E. Keegan
Curtis Thaxter LLC - Portland, ME
Morgan W. Alley
Dunton, Simmons & Dunton, L.L.P. - White Stone, VA
Nathaniel Putnam
Eaton Peabody - Bangor, ME
Paul O. Dillon
- Corinth, ME
R. Howard Lake, Esq.
Lake and Denison, LLP - Winthrop, ME
Sidney St. F. Thaxter
Curtis Thaxter LLC - Portland, ME
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Federal and State Tax Incentives and Programs
Current Agricultural Use Value
- Ohio Department of Agriculture Office of Farmland Preservation - Reynoldsburg, OH
Database of State Incentives for Renewables & Efficiency
N.C. Clean Energy Technology Center - Raleigh, NC
Farmland Tax Law Program
Maine Revenue Services - Property Tax Division - Augusta, ME
Federal Endangered Species Tax Deduction
US Fish and Wildlife Service - Arlington, VA
Open Space Current Use Program
Maine Revenue Services - Property Tax Division - Augusta, ME
Tree Growth Current Use Program
Maine Revenue Services - Property Tax Division - Augusta, ME
Working Waterfront Program
Maine Revenue Services - Property Tax Division - Augusta, ME
Land Trusts
Access Fund
Jim Chase - Operations Director - Boulder, CO
American Farmland Trust
- Washington, DC
Belgrade Regional Conservation Alliance
Charlie Baeder - Executive Director - Belgrade Lakes, ME
Cape Elizabeth Land Trust
Cindy Krum - Executive Director - Cape Elizabeth, ME
Chebeague & Cumberland Land Trust
Penny Asherman - President - Chebeague Island, ME
Couchiching Conservancy
Mark Bisset - Executive Director - Orillia, ON
Crabtree Neck Land Trust
Judy Adelman - President - Hancock, ME
Damariscotta River Association
Steven Hufnagel - Executive Director - Damariscotta, ME
Downeast Salmon Federation
Dwayne Shaw - Executive Director - Columbia Falls, ME
Equity Trust
Jim Oldham - Executive Director - Amherst, MA
Forest Society of Maine
Jake Metzler - Forestland Stewardship Manager - Bangor, ME
GreenTrust Alliance
Dr. Doug Frederick - Executive Director - Raleigh, NC
Holden Land Trust
John Bryant - President - Holden, ME
Islesboro Islands Trust
Steve Miller - Executive Director - Islesboro, ME
Kittery Land Trust
Christine Bennett - Executive Director - Kittery, ME
Maine Appalachian Trail Land Trust
Simon Rucker - Executive Director - Portland , ME
Maine Audubon
Sally Stockwell - Conservation Director - Falmouth, ME
Maine Farmland Trust
Amanda Beal - President, CEO - Belfast, ME
Maine Wilderness Watershed Trust
- Augusta, ME
Maine Woodland Owners
Tom Doak - Augusta, ME
New England Wild Flower Society
- Framingham, MA
North American Land Trust
Karen Mazza - Director of Conservation Easements - Chadds Ford, PA
Northeast Wilderness Trust
Marisa Riggi - Conservation Director - Montpelier, VT
Peaks Island Land Preserve
John Whitman - President? - Peaks Island, ME
Pemaquid Watershed Association
Donna Minnis, Ph.D. - Executive Director - Damariscotta, ME
Pleasant River Wildlife Foundation
Lois Winter - Executive Director - Addison, ME
Rocky Mountain Elk Foundation
- Missoula, MT
Saco Valley Land Trust
- Saco, ME
Sanford-Springvale Mousam Way Land Trust
Gordon Johnston - President - Sanford, ME
Sebasticook Regional Land Trust
Jennifer Irving - Executive Director - Unity, ME
Sebasticook River Watershed Association
ME
Somerset Woods Trustees
Jack Gibson - Skowhegan, ME
Southern Alberta Land Trust Society
Justin Thompson - Executive Director - High River, AB
Sportsmen's National Land Trust
- Agawam, MA
Thames Talbot Land Trust
Suzanne McDonald - Executive Director - London, ON
The Garden Conservancy
- Cold Spring, NY
The Land Conservancy
Cathy Armstrong - Executive Director - Victoria, BC
The Nature Conservancy, Maine Field Office
Barbara Vickery - Director of Conservation Programs - Brunswick, ME
Thickson’s Woods Land Trust
Margaret Bain - President - Whitby, ON
Thousand Islands Watershed Land Trust
Marnie Ross - President - Lansdowne, ON
Trust for Public Land, Massachusetts State Office
- Boston, MA
Vinalhaven Land Trust
Linnell Mather - Executive Director - Vinalhaven, ME
West Coast Islands Conservancy
Ron Pither - Mayne Island, BC
Western Foothills Land Trust
Lee Dassler - Executive Director - Norway, ME
Windham Land Trust
- Co-Presidents - Windham, ME
Woodie Wheaton Land Trust
Patty Bubar - Office Manager - Forest City, ME
York Land Trust, Inc.
Doreen MacGillis - Executive Director - York Harbor, ME
Lawyers
Benjamin M. Leoni
Curtis Thaxter LLC - Portland, ME
Christopher J. Austin
Rudman Winchell Counselors at Law - Partner - Bangor, ME
David J. Backer
Drummond Woodsum - Trust and Estate Planning Group Chair - Portland, ME
David P. Silk
Curtis Thaxter LLC - Portland, ME
Dennis O’Donovan
Epstein & O'Donovan, LLP - Portland, ME
Donald A. Fowler, Jr.
- Kingfield, ME
Edmond J. Bearor
Rudman Winchell Counselors at Law - Partner - Bangor, ME
Elisabeth A. Pickle
Pickle Law Firm PLLC - Manchester, ME
Eliza Cope Nolan
Bernstein Shur - Shareholder - Portland, ME
Elizabeth T. McCandless
McCandless & Coburn LLC - Portland, ME
Elliott Teel
Attorney at Law - Portland, ME
Emily F. Walsh
Law Office of Emily F. Walsh - Portland, ME
Frederick Stocking
Stocking & Crotteau, LLC - Lamoine, ME
George F. Eaton II
Rudman Winchell Counselors at Law - Partner - Bangor, ME
Hope Hilton, Esq.
- Harpswell , ME
J. Gordon Scannell, Jr.
Perkins Thompson - Attorney - Portland, ME
James N. Katsiaficas
Perkins Thompson - Attorney - Portland, ME
Jane Surran Pyne
- Waldoboro, ME
Jenny Burch
Weiss Law Office - Lawyer - Bath, ME
Joanna B. Tourangeau
Drummond Woodsum - Portland, ME
John F. Loyd, Jr.
Eaton Peabody, PA - Brunswick, ME
John Paul Erler
Curtis Thaxter LLC - Portland, ME
Jonathan T. Harris
Lambert Coffin - Portland, ME
Judith Fletcher Woodbury
Pierce Atwood - Partner - Portland , ME
Kaighn Smith, Jr.
Drummond Woodsum - Portland, ME
Karen Huber, Shareholder
Eaton Peabody, PA - Chair, Real Estate and Natural Resources & Timberlands Practice Groups - Bangor, ME
Karin Marchetti Ponte
Land Conservation Legal Services - Mount Desert, ME
Kirk G. Siegel
Siegel & Crockett, P.C. - Partner - Bethel, ME
LeBlanc & Young, P.A.
- Portland, ME
Legal Services Food Hub
Conservation Law Foundation - Boston, MA
Maureen E. Keegan
Curtis Thaxter LLC - Portland, ME
Michael B. Peisner
Curtis Thaxter LLC - Portland, ME
Michael L. Lane
Preti Flaherty - Attorney - Augusta, ME
Nathaniel Putnam
Eaton Peabody - Bangor, ME
Paul O. Dillon
- Corinth, ME
Peggy L. McGehee
Perkins Thompson - Portland, ME
Perkins Olson Attorneys at Law
- Portland, ME
Peter Mills
Wright & Mills, P.A. - Skowhegan, ME
Philip C. Hunt
Perkins Thompson - Attorney - Portland, ME
Richard D. Prentice
Pierce Atwood - Portland , ME
Robert E. Stevens
Curtis Thaxter LLC - Portland, ME
Robert Levin
- Attorney at Law - Portland, ME
Sarah Lang Reinhart
Eaton Peabody, PA - Bangor, ME
Sidney St. F. Thaxter
Curtis Thaxter LLC - Portland, ME
Timothy P. Benoit
Perkins Thompson - Attorney - Portland, ME
William H. Hanson
Rudman Winchell Counselors at Law - Partner - Bangor, ME
Natural Resource Law Attorneys
Benjamin M. Leoni
Curtis Thaxter LLC - Portland, ME
Bradley Raffle
Conservation Capital - CEO - Eugene, OR
Brenda M. Buchanan
Warren, Currier & Buchanan - Portland, ME
Christopher J. Austin
Rudman Winchell Counselors at Law - Partner - Bangor, ME
David M. Kallin
Drummond Woodsum - Portland, ME
David P. Silk
Curtis Thaxter LLC - Portland, ME
Edmond J. Bearor
Rudman Winchell Counselors at Law - Partner - Bangor, ME
Eliza Cope Nolan
Bernstein Shur - Shareholder - Portland, ME
Elizabeth R. Butler
Butler Law Offices, LLC - Brunswick, ME
Endangered Species Law and Policy Group
Nossaman LLP - Los Angeles, CA
George F. Eaton II
Rudman Winchell Counselors at Law - Partner - Bangor, ME
Husch Blackwell LLP
James M. Ash - Kansas City, MO
James N. Katsiaficas
Perkins Thompson - Attorney - Portland, ME
James P. Moorhead
Moorhead Law Group, LLC - Founder and Principal - Chicago, IL
Jeffrey T. Selser
Fletcher, Selser & Devine, LLC - Partner - Portland, ME
John Paul Erler
Curtis Thaxter LLC - Portland, ME
Jonathan A. Pottle
Eaton Peabody, PA - Shareholder - Bangor, ME
Karen Huber, Shareholder
Eaton Peabody, PA - Chair, Real Estate and Natural Resources & Timberlands Practice Groups - Bangor, ME
Kirk G. Siegel
Siegel & Crockett, P.C. - Partner - Bethel, ME
Legal Services Food Hub
Conservation Law Foundation - Boston, MA
M. Reed Hopper
Pacific Legal Foundation - Principal Attorney, National Litigation Center - Sacramento, CA
Partnership for Conservation
Randy Bampfield - Co-Chair- Legal Committee - Washington, DC
Patrick W. Lyons
Eaton Peabody, PA - Associate - Bangor, ME
R. Howard Lake, Esq.
Lake and Denison, LLP - Winthrop, ME
Richard A. Spencer
Drummond Woodsum - Portland, ME
Robert E. Stevens
Curtis Thaxter LLC - Portland, ME
Sarah A. McDaniel
Douglas McDaniel Campo & Schools LLC - Attorney/Owner - Westbrook, ME
Stefan Nagel
Law Office of Stephen J. Small, Esq., P.C. - Newton, MA
William E. Taylor
Pierce Atwood LLP - Partner - Portland, ME
William H. Hanson
Rudman Winchell Counselors at Law - Partner - Bangor, ME
William L. Plouffe
Drummond Woodsum - Portland, ME
William V. Ferdinand, Jr.
Eaton Peabody, PA - Shareholder - Chair, Legislative & Government Relations Practice Group - Augusta, ME
State Funding / Technical Resources
Atlantic Coastal Fish Habitat Partnership
- Arlington, VA
Beginning Farmer Resource Network of Maine
Tori Jackson - Chair - Lisbon Falls, ME
Kent Nelson
Maine Forest Service - Fire Prevention Specialist/Firewise State Liaison - Augusta, ME
Land for Maine's Future
Sarah Demers - Director - Augusta, ME
Maine Farmland Protection Program
Stephanie Gilbert - Farmland Protection Specialist
Maine Department of Agriculture Food, and Rural Resources - Augusta, ME
Maine Farms for the Future Program
Stephanie Gilbert - Farmland Protection Specialist
Maine Department of Agriculture Food, and Rural Resources - Augusta, ME
Maine Landowner Incentive Program
SARAH DEMERS - Augusta, ME
Maine Outdoor Heritage Fund
Carol Gay - Secretariat - Pittston, ME
Prairie Grouse Partners
Ralph Rogers - Executive Director of the North American Grouse Partnership - Waverly, NE
Senior Farm Share Program
Julie Waller - Senior FarmShare Manager - Augusta, ME
Stewardship Program offered by the Maine Forest Service (Archived)
- Maine Forest Service - Augusta, ME
Whitewater to Bluewater Project
Lisa Havel - Atlantic Coastal Fish Habitat Partnership Coordinator - Arlington, VA
Woods Wise Incentives to Stewardship Enhancement
Andy Shultz - MFS Landowner Outreach Forester - Augusta, ME
Tax Advisors
Jason B. Stinson, CCIM
Commercial Realty Services of Alabama, LLC - Managing Member & Principal - Gadsden, AL
Philip C. Hunt
Perkins Thompson - Attorney - Portland, ME
The Simple Dollar
Trent Ham - Founder & ContributorIA
Timothy P. Benoit
Perkins Thompson - Attorney - Portland, ME
Water Street Solutions
- Peoria, IL
Tax Credit Brokers
Foss & Company
Tax Credit Specialists - San Francisco, CA
Tax Credit Connection, Inc.
Ariel Steele, Owner - Longmont, CO

 Succession Planning

   
Articles on Succession Planning
Land Link: Connecting retiring landowners and beginning farmers to keep agriculture alive
By:

Land Link is a valuable program that connects beginning farmers with retiring landowners to faciliate farm transfers. UPDATE: The Land Link Program was retired in 2016 and will be replaced by the Hank Rohling Land Legacy Program.

pdf Multi-Generational Ownership and Planning for Family Owned Properties
By:

The paper explains many of the common legal tools used by families to manage and/or transfer family lands, and gives a very good overview of the expectations and considerations families will face throughout the process.

Forever Donation
By:

A landowner recently asked us: What is the best way to ensure that the land I donate is not sold? We put the question to the land trust community and it generated quite a bit of activity on the land trust listserv.

pdf Estate Planning for Forest Landowners: What Will Become of Your Timberland?
By:

The purpose of this book is to provide guidelines and assistance to nonindustrial private  forest owners and the legal, tax, financial, insurance, and forestry professionals who serve  them on the application of estate planning techniques to forest properties.

Farm Succession plan important piece of the puzzle
By:

Designing a succession plan for your farm is important in protecting the assets that you've worked so long and hard to acquire.

pdf Guardianship and Conservatorships
By:

One of a parent’s greatest fears involves what will happen to his or her minor children in the event of the parent’s premature death or incapacity.

Federal Reforestation Deduction and Amortization

Qualified reforestation expenditures (or afforestation in the case of planting or seeding nonforested land) paid or incurred in a tax year to a maximum of $10,000 per qualified timber property (QTP) can be immediately deducted by all taxpayers, except trusts.

pdf REITs and Timber Taxation
By:

A real estate investment trust (REIT) is a special tax entity investing in real estate (such as shopping malls, apartments, and timberland).

Like-Kind Exchanges of Conservation Easements
By:

Certain individuals who own land with significant conservation value, for example landowners of wildlife habitat or open space, can preserve the character of their land, obtain additional property, and defer taxes on the transaction, all at the same time.

What is a Like Kind Exchange?
By:

Internal Revenue Code section 1031 establishes the rules for like-kind exchanges. This is a tool that can be used by private landowners to defer real estate transfer taxes by exchanging one piece of property for another.

Year End Exchanges
By:

Like-kind exchanges that commence in one tax year and end in a subsequent tax year are sometimes called Year End Exchanges. Year End Exchanges contain some unique benefits and some hidden pitfalls.

Qualified Intermediaries
By:

A qualified intermediary (QI) is a neutral party who may assist a landowner in facilitating a like-kind exchange. The QI enters into a written agreement, known as the exchange agreement, with the landowner.

Succession Planning Organizations & Professionals
There are 153 resources serving Somerset County in the following categories:
map itMap of Succession Planning Organizations & Professionals serving Somerset County
Conservation Real Estate
American Forest Management
- Charlotte, NC
Creative Conservation, LLC
Jerry A. Bley - Readfield, ME
Fountains Land, Inc.
Michael Tragner - Principle Broker - Montpelier, VT
Jeffrey C. Wikle, MAI
TerraSource Valuation, LLC - Manager - Monroe, NC
Marcel Polak
Spruce Mountain Realty Buyer Broker - Principal - Bethel, ME
Phil Bailey, MAI
TerraSource Valuation, LLC - Appraiser - Monroe, NC
Sarah A. McDaniel
Douglas McDaniel Campo & Schools LLC - Attorney/Owner - Westbrook, ME
Shawn Smith
Earth Asset Partnership, LP - Woodstock, VT
Estate Planners
Creative Conservation, LLC
Jerry A. Bley - Readfield, ME
David J. Backer
Drummond Woodsum - Trust and Estate Planning Group Chair - Portland, ME
Elliott Teel
Attorney at Law - Portland, ME
Everett P. Ingalls
Pierce Atwood - Partner - Portland , ME
Helen Andreoli
UBS Family Wealth Management Partners - Account Vice President - Portland, ME
Jac Arbour
Combined Benefits United - VP and Manager of Life and Annuity Division - Hallowell, ME
James A. Houle, Esq.
Bernstein, Shur, Sawyer & Nelson - Portland, ME
Jenny Burch
Weiss Law Office - Lawyer - Bath, ME
Joseph W. Powers
UBS Family Wealth Management Partners - First Vice President – Wealth Management - Portland, ME
Northeast Farm Access, LLC
Bob Bernstein - Managing Director - Keene, NH
Philip C. Hunt
Perkins Thompson - Attorney - Portland, ME
Smilie G. Rogers
- Attorney - York, ME
Steven E. Tenney
UBS Family Wealth Management Partners - Senior Vice President – Wealth Management - Portland, ME
Timothy P. Benoit
Perkins Thompson - Attorney - Portland, ME
Estate Planning Attorneys
David P. Silk
Curtis Thaxter LLC - Portland, ME
Dennis O’Donovan
Epstein & O'Donovan, LLP - Portland, ME
Elisabeth A. Pickle
Pickle Law Firm PLLC - Manchester, ME
Eliza Cope Nolan
Bernstein Shur - Shareholder - Portland, ME
Elizabeth R. Butler
Butler Law Offices, LLC - Brunswick, ME
Elizabeth T. McCandless
McCandless & Coburn LLC - Portland, ME
George F. Eaton II
Rudman Winchell Counselors at Law - Partner - Bangor, ME
Gretchen Jones
Eaton Peabody - Brunswick, ME
Husch Blackwell LLP
James M. Ash - Kansas City, MO
I. Richard Ploss
Porzio, Bromberg & Newman P.C. - Counsel - Portland, ME
Jewell & Bulger
Thomas Jewell - Portland, ME
John F. Loyd, Jr.
Eaton Peabody, PA - Brunswick, ME
John Paul Erler
Curtis Thaxter LLC - Portland, ME
Jonathan T. Harris
Lambert Coffin - Portland, ME
Kirk G. Siegel
Siegel & Crockett, P.C. - Partner - Bethel, ME
LeBlanc & Young, P.A.
- Portland, ME
Legal Services Food Hub
Conservation Law Foundation - Boston, MA
Mark Standen
The Law Office of Mark Standen, LLC - Yarmouth, ME
Martin C. Womer
Maine Center for Elder Law, LLC - Founder - Kennebunk, ME
Maureen E. Keegan
Curtis Thaxter LLC - Portland, ME
Morgan W. Alley
Dunton, Simmons & Dunton, L.L.P. - White Stone, VA
Nathaniel Putnam
Eaton Peabody - Bangor, ME
Paul O. Dillon
- Corinth, ME
R. Howard Lake, Esq.
Lake and Denison, LLP - Winthrop, ME
Sidney St. F. Thaxter
Curtis Thaxter LLC - Portland, ME
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Financial Planners
Creative Conservation, LLC
Jerry A. Bley - Readfield, ME
Dennis Bidwell
Bidwell Advisors - Northampton, MA
Elisabeth A. Pickle
Pickle Law Firm PLLC - Manchester, ME
Farm Credit of Maine
- Auburn, ME
Grippin Donlan Pinkham
Kimberly M. Pinkham, CPA, CFP - South Burlington, VT
Helen Andreoli
UBS Family Wealth Management Partners - Account Vice President - Portland, ME
Joseph W. Powers
UBS Family Wealth Management Partners - First Vice President – Wealth Management - Portland, ME
Magnolia Energy Partners
Minot Weld - New Brunswick, NJ
Steven E. Tenney
UBS Family Wealth Management Partners - Senior Vice President – Wealth Management - Portland, ME
Investment Advisers / CPAs
Austin Associates, P.A.
Norway Office - Norway, ME
Austin Associates, PA
- Auburn, ME
Barton D. Haag, CPA
Albin, Randall & Bennett - Principal - Portland, ME
Dennis Bidwell
Bidwell Advisors - Northampton, MA
Grippin Donlan Pinkham
Kimberly M. Pinkham, CPA, CFP - South Burlington, VT
Jenny Burch
Weiss Law Office - Lawyer - Bath, ME
John Tomlin
Conservation Forestry, LLC - Exeter, NH
Lee J. Chick
BerryDunn - Bangor, ME
Maureen E. Keegan
Curtis Thaxter LLC - Portland, ME
Paul O. Dillon
- Corinth, ME
Land Trusts
Access Fund
Jim Chase - Operations Director - Boulder, CO
American Farmland Trust
- Washington, DC
Belgrade Regional Conservation Alliance
Charlie Baeder - Executive Director - Belgrade Lakes, ME
Cape Elizabeth Land Trust
Cindy Krum - Executive Director - Cape Elizabeth, ME
Chebeague & Cumberland Land Trust
Penny Asherman - President - Chebeague Island, ME
Couchiching Conservancy
Mark Bisset - Executive Director - Orillia, ON
Crabtree Neck Land Trust
Judy Adelman - President - Hancock, ME
Damariscotta River Association
Steven Hufnagel - Executive Director - Damariscotta, ME
Downeast Salmon Federation
Dwayne Shaw - Executive Director - Columbia Falls, ME
Equity Trust
Jim Oldham - Executive Director - Amherst, MA
Forest Society of Maine
Jake Metzler - Forestland Stewardship Manager - Bangor, ME
GreenTrust Alliance
Dr. Doug Frederick - Executive Director - Raleigh, NC
Holden Land Trust
John Bryant - President - Holden, ME
Islesboro Islands Trust
Steve Miller - Executive Director - Islesboro, ME
Kittery Land Trust
Christine Bennett - Executive Director - Kittery, ME
Maine Appalachian Trail Land Trust
Simon Rucker - Executive Director - Portland , ME
Maine Audubon
Sally Stockwell - Conservation Director - Falmouth, ME
Maine Farmland Trust
Amanda Beal - President, CEO - Belfast, ME
Maine Wilderness Watershed Trust
- Augusta, ME
Maine Woodland Owners
Tom Doak - Augusta, ME
New England Wild Flower Society
- Framingham, MA
North American Land Trust
Karen Mazza - Director of Conservation Easements - Chadds Ford, PA
Northeast Wilderness Trust
Marisa Riggi - Conservation Director - Montpelier, VT
Peaks Island Land Preserve
John Whitman - President? - Peaks Island, ME
Pemaquid Watershed Association
Donna Minnis, Ph.D. - Executive Director - Damariscotta, ME
Pleasant River Wildlife Foundation
Lois Winter - Executive Director - Addison, ME
Rocky Mountain Elk Foundation
- Missoula, MT
Saco Valley Land Trust
- Saco, ME
Sanford-Springvale Mousam Way Land Trust
Gordon Johnston - President - Sanford, ME
Sebasticook Regional Land Trust
Jennifer Irving - Executive Director - Unity, ME
Sebasticook River Watershed Association
ME
Somerset Woods Trustees
Jack Gibson - Skowhegan, ME
Southern Alberta Land Trust Society
Justin Thompson - Executive Director - High River, AB
Sportsmen's National Land Trust
- Agawam, MA
Thames Talbot Land Trust
Suzanne McDonald - Executive Director - London, ON
The Garden Conservancy
- Cold Spring, NY
The Land Conservancy
Cathy Armstrong - Executive Director - Victoria, BC
The Nature Conservancy, Maine Field Office
Barbara Vickery - Director of Conservation Programs - Brunswick, ME
Thickson’s Woods Land Trust
Margaret Bain - President - Whitby, ON
Thousand Islands Watershed Land Trust
Marnie Ross - President - Lansdowne, ON
Trust for Public Land, Massachusetts State Office
- Boston, MA
Vinalhaven Land Trust
Linnell Mather - Executive Director - Vinalhaven, ME
West Coast Islands Conservancy
Ron Pither - Mayne Island, BC
Western Foothills Land Trust
Lee Dassler - Executive Director - Norway, ME
Windham Land Trust
- Co-Presidents - Windham, ME
Woodie Wheaton Land Trust
Patty Bubar - Office Manager - Forest City, ME
York Land Trust, Inc.
Doreen MacGillis - Executive Director - York Harbor, ME
Qualified Intermediaries for 1031 Exchanges
1031 Exchange Advantage, TM
- Carlsbad, CA
1031 Exchange Professionals Inc.
David Kuns - San Mateo, CA
1031X.com, Inc.
Steven Hickox and Christopher T. Sayre - Co-founders - Denver, CO
Acacia Exchange Services
- Healdsburg, CA
Amherst Exchange Corporation
- Santa Barbara, CA
Asset Exchange Company
- San Francisco, CA
Asset Preservation, Inc.
- Roseville, CA
Atlas 1031 Exchange, LLC
Andy Gustafson, Certified Exchange Specialist® - President and Founder - Fort Walton Beach, FL
Custom 1031 Inc.
- Spokane, WA
Exchange Resources, Inc.
- San Diego, CA
Exeter 1031 Exchange Services, LLC
Elizabeth Harris - Vice President, Marketing & Business Development - San Diego, CA
Futura 1031, Inc.
Glenda Sibbald, CES - President, Exchange Coordinator - Roseburg, OR
Jewell & Bulger
Thomas Jewell - Portland, ME
Marie Flavin, Esq.
Investment Property Exchange Services, Inc - Senior Vice President / Regional Manager - Armonk, NY
Mission Bank 1031 Exchange, LLC
- Bakersfield, CA
Old Republic Exchange Facilitator Company (OREXCO)
Lori De Martini, Esq. - President - Glendale, CA
Perkins Olson Attorneys at Law
- Portland, ME
Rosa Esqueda
Exeter 1031 Exchange Services, LLC - Senior 1031 Exchange Consultant - Los Angeles, CA
Safe Harbor Exchange, Inc.
- Tustin, CA
Stephen Davis
Safe Harbor Asset Management - Huntington, NY
Steven W. Monk
Exeter 1031 Exchange Services, LLC - 1031 Exchange Consultant - Fresno, CA
The Exchange Connection, Inc.
- Snohomish, WA
Xchange Solutions, Inc.
- San Jose, CA
Tax Advisors
Jason B. Stinson, CCIM
Commercial Realty Services of Alabama, LLC - Managing Member & Principal - Gadsden, AL
Philip C. Hunt
Perkins Thompson - Attorney - Portland, ME
The Simple Dollar
Trent Ham - Founder & ContributorIA
Timothy P. Benoit
Perkins Thompson - Attorney - Portland, ME
Water Street Solutions
- Peoria, IL
Tax Law Attorneys
Christopher S. McLoon
Verrill Dana LLP - Partner - Portland, ME
Eliza Cope Nolan
Bernstein Shur - Shareholder - Portland, ME
Gretchen Jones
Eaton Peabody - Brunswick, ME
Husch Blackwell LLP
James M. Ash - Kansas City, MO
John Paul Erler
Curtis Thaxter LLC - Portland, ME
Legal Services Food Hub
Conservation Law Foundation - Boston, MA
Mark Standen
The Law Office of Mark Standen, LLC - Yarmouth, ME
Maureen E. Keegan
Curtis Thaxter LLC - Portland, ME
Morgan W. Alley
Dunton, Simmons & Dunton, L.L.P. - White Stone, VA
Nathaniel Putnam
Eaton Peabody - Bangor, ME
Stefan Nagel
Law Office of Stephen J. Small, Esq., P.C. - Newton, MA
 

 Google News about Tax and Estate Planning

The following news articles are provided by the Google News service and do not reflect the views or imply an endorsement by the Maine Land Conservation Assistance Network and its affiliates. We cannot guarantee the relevance of the content of this page or any links that may be followed from the articles herein.

1031 Exchanges News Items
A positive 2016 forecast for southern Maine's commercial real estate market - by Matthew Cardente - New England Real Estate Journal Online
1/29/2016 2:38:00 AM
New England Real Estate Journal Online A positive 2016 forecast for southern Maine's commercial real estate market - by Matthew Cardente New England Real Estate Journal Online Additionally, the concern of interest rates is not as applicable to larger scale investors that are taking advantage of the attractive capitalization rates in Maine and are doing 1031 Exchanges or purchasing assets in full. Pending the product ... and more »

Conservation Easements News Items
Ragged Mountain conservation effort wins $500K Land for Maine's Future grant - Mainebiz
11/21/2017 11:13:51 AM
Ragged Mountain conservation effort wins $500K Land for Maine's Future grant Mainebiz The project includes construction of a proposed nine-mile Round the Mountain Trail and the purchase of two conservation easements to protect more than 1,400 acres of land. According to the trust's website, the project "will permanently conserve open ...

Conference To Focus On Retaining Maine Farmland - Maine Public
11/20/2017 7:38:07 PM
Conference To Focus On Retaining Maine Farmland Maine Public A recent study indicates that more than 400,000 acres of Maine farmland will change ownership over the next 10 years as farmers age and retire. That's the focus of the third annual Farmland Access Conference taking place early next month and co-hosted ...

Land for Maine's Future awards Ragged Mountain project $500000 - PenBayPilot.com
11/19/2017 9:44:24 AM
PenBayPilot.com Land for Maine's Future awards Ragged Mountain project $500000 PenBayPilot.com Organizers remain focused on raising the remaining $1.2 million needed to complete the project including the construction of the proposed nine-mile Round the Mountain Trail and the purchase of two conservation easements that will protect more than 1 ... and more »

North Woods 'sugarbush' to get no funding from Land for Maine's Future - Press Herald
11/9/2017 7:56:55 PM
Press Herald North Woods 'sugarbush' to get no funding from Land for Maine's Future Press Herald Launched in 1987, Maine's popular LMF program uses revenues from voter-approved bonds to conserve forests, farmlands and working waterfronts through either land sales or conservation easements . All project applicants must match LMF funding at least ... and more »

Land for Maine's Future board reviews controversial Big Six project, 24 other applicants - Press Herald
11/7/2017 7:04:20 PM
Press Herald Land for Maine's Future board reviews controversial Big Six project, 24 other applicants Press Herald Big Six landowner Paul Fortin of Madison has indicated that he might be forced to cut down the maple sugarbush or sell off camp lots to cover his mortgage without the $6 million in revenue from the conservation easements . Horn also urged LMF board ... and more »

LePage-backed conservation effort raises questions - Press Herald
11/5/2017 3:08:52 AM
Press Herald LePage-backed conservation effort raises questions Press Herald The Land for Maine's Future board will decide the fate this week of more than two dozen conservation projects, including a 23,600-acre proposal north of Jackman mired in debate over public access, political influence and maple syrup. Twenty-six ...

Protect Maine's heritage - Lewiston Sun Journal
11/2/2017 10:53:19 PM
Protect Maine's heritage Lewiston Sun Journal Calling themselves Citizens to Save Maine's Heritage, the pro-Question 5 folks have an easy sell. Voters in Maine have supported conservation bonding with impressive, bipartisan majorities in both 1987 and 1999, and the results are evident. More than ...

Executive Director - SustainableBusiness.com
10/26/2017 12:11:28 AM
Executive Director SustainableBusiness.com The mission of Downeast Coastal Conservancy (DCC) is the conservation of the natural habitats and resources of the coastal watersheds, islands and communities of Washington County, Maine . ~. Founded in 1987, DCC's conservation easements and preserves ... and more »

Succession Planning News Items
CMP President and CEO Sara Burns to retire by year's end - Mainebiz
11/16/2017 2:50:00 PM
Mainebiz CMP President and CEO Sara Burns to retire by year's end Mainebiz Burns told Mainebiz in a Q&A interview published in October that if CMP's bid is successful, it is projected to save $40 million per year for Maine in annual electricity cost savings to ratepayers over the 20-year forecast period (2023-42). Winning ... and more »

Maine Law tackles the need for more young lawyers in state's rural communities - Mainebiz
11/15/2017 6:11:33 AM
Mainebiz Maine Law tackles the need for more young lawyers in state's rural communities Mainebiz As part of an overall effort to provide legal help in rural areas, the Maine Volunteer Lawyers Project, a legal aid organization formerly housed within the Pine Tree Legal Society, is promoting a technology-based solution for Mainers otherwise unable ...

Spinnaker's incoming president eager to tackle the challenges ahead - Mainebiz
11/10/2017 11:48:07 AM
Mainebiz Spinnaker's incoming president eager to tackle the challenges ahead Mainebiz The other piece of the succession planning , that we spent a lot of time on over the last few years, is bringing up the next generation behind us. Succession planning is not just one event. It's constant. MB: Where do you find new talent in today's ...

Lawyers, firms recognized for excellence - Press Herald
11/10/2017 10:20:14 AM
Press Herald Lawyers, firms recognized for excellence Press Herald Previously, he worked as a judicial intern for U.S. District Court Judge Jon Levy for the District of Maine . Elizabeth Hunt joined Murray Plumb & Murray as a partner. Hunt will focus on areas of trust and estate planning and administration. In addition ...

USDA: Maine Blueberry Prices Sunk to 10 year low in 2016 - AgWeb
6/30/2017 4:49:26 PM
AgWeb USDA: Maine Blueberry Prices Sunk to 10 year low in 2016 AgWeb The U.S. Department of Agriculture says Maine's wild blueberry growers saw another decrease in crop value in 2016. Wild blueberries are one of Maine's most recognized agriculture products. Production of the blueberries has been high in recent years ...