Tax and Estate Planning in Knox County

 1031 Exchanges

   
Show Articles on 1031 Exchanges (5)
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.

 

Show 1031 Exchanges Organizations & Professionals (73)
There are 73 resources serving Knox County in the following categories:
map itMap of 1031 Exchanges Organizations & Professionals serving Knox County
Agricultural Law Attorneys
Farmers Legal Action Group
- St. Paul, MN
Legal Services Food Hub
Conservation Law Foundation - Boston, MA
The National Agricultural Law Center
- Fayetteville, AR
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
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
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
Elizabeth R. Butler
Butler Law Offices, LLC - Brunswick, ME
Elizabeth T. McCandless
McCandless & Coburn LLC - Portland, ME
Gretchen Jones
Eaton Peabody - Brunswick, ME
I. Richard Ploss
Porzio, Bromberg & Newman P.C. - Counsel - Portland, ME
Jenny Burch
Law Office of Jenny E. Burch - Lawyer - Bath, 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
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
Misti Schmidt
Conservation Partners LLP - Partner - Oakland, CA
Nathaniel Putnam
Eaton Peabody - Bangor, ME
Paul O. Dillon
- Corinth, ME
R. Howard Lake, Esq.
Lake and Denison, LLP - Winthrop, ME
Sage Advisors, LLC
- West Chester, PA
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
David J. Perkins
Perkins Olson Attorneys at Law - Portland, ME
Exchange Resources, Inc.
- San Diego, CA
Exeter 1031 Exchange Services, LLC
Elizabeth Harris - Vice President, Marketing & Business Development - San Diego, CA
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
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
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
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
Nathaniel Putnam
Eaton Peabody - Bangor, ME
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Stephen J. Small, Esq.
Law Office of Stephen J. Small, Esq., P.C. - Cambridge, MA

 Conservation Easements

   
Show Articles on Conservation Easements (52)
Cattlemen’s Land Trust at the Forefront of Conservation
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Watch and listen to an on-the-ground panel of experts talk about the relationship of how ranchers and conservationists work together provides successful conservation outcomes while keeping working lands working.

 

Beyond Easements: Broader Approaches for Greater Conservation Outcomes
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CONSERVATION EASEMENTS CAN PROTECT thousands of acres of valuable and vulnerable lands from development. However, why stop there?  ...

 

Donate a conservation easement: How federal benefits put money in your pocket!
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In addition to the Colorado credit, landowners can receive an extra reward for conserving their land with a conservation easement. The current rules are not yet permanent, so please keep that in mind as you and your advisors make plans for your taxes.

 

A step-by-step guide to donating a conservation easement
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This guide is meant to help you understand the steps that must be completed to conserve your property and the typical costs that are involved.

 

A fierce, expensive fight erupts over conservation easements
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An ongoing fight over tax breaks for conserving privately owned land — and accusations that some people are using them as a tax shelter — is spurring an expensive lobbying battle involving landowners and conservationists.

 

Final Rule on SALT and State Tax Credit Programs
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The U.S. Treasury Department and Internal Revenue Service pre-released the final rule on how the federal government will treat charitable donations that individual taxpayers make to nonprofits via giving programs incentivized by state and local tax (SALT) credits.

 

Enforcing Perpetual Conservation Easements Against Third-Party Violators
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Among the most daunting challenges the holder of a perpetual conservation easement faces is the enforcement of the easements it holds, for all time, and against all violators.& ...

 

Amending or Terminating Conservation Easements: The New Hampshire Experience
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Since their release in 2010, the Guidelines have been useful to the land trust community and to the New Hampshire Attorney General in facilitating a thorough and efficient review of proposed amendments to, as well as partial extinguishments of, conservation easements.

 

Understanding When Perpetual Is Not Forever: An Update To The Challenge Of Changing Conditions, Amendment, And Termination Of Perpetual Conservation Easements, And Response To Ann Taylor Schwing
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Rarely in the legal discourse is an author afforded the opportunity to revisit and update a recently published law review article and to correct misunderstandings of a response thereto.

 

Perpetuity is Forever, Almost Always: Why It Is Wrong To Promote Amendment and Termination of Perpetual Conservation Easements
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When a landowner makes a charitable gift of a conservation easement to a nonprofit organization or government entity and elects to seek a federal tax deduction, both landowner and easement holder are subject to federal tax laws and regulations governing the creation, monitoring, amendment, and extinguishment of the easement.

 

Conservation Easement Reform: As Maine Goes Should the Nation Follow
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This article explores how the Reform Law has worked and whether it makes sense as a model for other states in response to weaknesses in their enabling laws.

 

Use of Conservation Easements in Estate and Conservation Planning
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Under many circumstances, the donation of a conservation easement or sale of such easement for less than fair market value may give income tax, estate tax, and real property tax benefits to the donor or seller.

 

Leaving a Legacy of Land
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Protecting private lands that provide significant natural resource or cultural values is often a capstone objective for landowners, managers, and conservationists.

 

Conservation Almanac

The Trust for Public Land has created the Conservation Almanac, which is a great resource for understanding the context of the conservation and conservation finance movements. Here you can see how much land has been protected in your state, which state and federal agencies have protected the land, the ratio of money spent to land conserved, and policies and programs that could help your state reach its conservation objectives.

 

How a Conservation Easement Works - Sample example of conservation easement

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.

 

Land Preservation - An Essential Ingredient in Smart Growth
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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.

 

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.

 

The Law of Agricultural Land Preservation in the United States
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Thomas Daniels and John Keene's new book breaks down the legal principles, federal and state requirements, and the legal issues that affect agricultural land preservation efforts.

 

Maine Futures Community Mapper

The Maine Futures Community Mapper (MFCM) is a web-based tool that helps Mainers: (1)identify locations that are most suitable for future development, conservation, agricultural uses, or forestry; (2) identify potential conflicts and compatibilities between different land uses; and(3) envision their future landscape under different possible scenarios of change.

Ensuring a future where Mainers can count on vibrant communities with vital economic development, coupled with a sustainable natural resource base, requires thoughtful planning. We developed the MFCM in partnership with dozens of stakeholders from the economic development, conservation, forestry, and agriculture communities to assist planners, citizens, policy-makers, and scientists in planning for our collective future.

 

Find a Landscape Conservation Cooperative (LCCs)

Find an LCC here. The 22 LCCs collectively form a network of resource managers and scientists who share a common need for scientific information and interest in conservation. Each LCC brings together federal, state, and local governments along with Tribes and First Nations, non-governmental organizations, universities, and interested public and private organizations. Our partners work collaboratively to identify best practices, connect efforts, identify science gaps, and avoid duplication through conservation planning and design. 

Managing the landscapes that provide our natural and cultural resources has become increasingly challenging. With the signing of Secretarial Order No. 3289, the Department of the Interior launched the Landscape Conservation Cooperatives (LCCs) to better integrate science and management to address climate change and other landscape scale issues. By building a network that is holistic, collaborative, adaptive, and grounded in science, LCCs are working to ensure the sustainability of our economy, land, water, wildlife, and cultural resources. 

 

Using the Conservation Tax Incentive
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This short brochure summarizes the conservation easement tax incentive and provides answers to some frequently asked questions. For the late ...

 

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.& ...

 

2015 National Land Trust Census Report

 

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.

 

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.

 

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.

 

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
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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
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.

 

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.

 

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.

 

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.

 

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.

 

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.

 

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.

 

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.

 

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.

 

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.

 

Show Conservation Easements Organizations & Professionals (424)
There are 424 resources serving Knox County in the following categories:
map itMap of Conservation Easements Organizations & Professionals serving Knox County
Agricultural Law Attorneys
Farmers Legal Action Group
- St. Paul, MN
Legal Services Food Hub
Conservation Law Foundation - Boston, MA
The National Agricultural Law Center
- Fayetteville, AR
Certified Appraisers
American Forest Management
- Charlotte, NC
Bret P. Vicary, PhD, MAI, LPF, CGA
Sewall Forestry & Natural Resources LLC - President - Old Town, ME
Donald G. MacKay, Ph.D, CFA
Forest Research, LLC - Forest Economist and Appraiser - Orono, ME
H. Randolph Glennon, III, MAI, AI-GRS
- Yarmouth, ME
J Chet Rogers, MAI
- Real Estate Appraiser & Consultant - Hollis, NH
J. Chet Rogers, MAI
- Hollis, NH
Keith Ross
LandVest - Senior Advisor - Warwick, MA
Kevin M. King, SRA
Crossroads Appraisal - Yarmouth, ME
Phil Bailey, MAI
TerraSource Valuation, LLC - Appraiser - Matthews, NC
Philip D. Bailey, MAI
Mason, Bruce & Girard, Inc. - Senior Appraiser, Eastern US & International - Blacksburg, VA
Shawn Smith
Earth Asset Partnership, LP - founder & managing partner - Huntington, VT
Theodore H. Webersinn, MAI
Webersinn Appraisal Company, Inc. - President - Surry, ME
Conservation Districts
Knox-Lincoln Soil and Water Conservation District
- Rockport, ME
Maine Association of Conservation Districts
- Portland, ME
Conservation Groups and Associations
Access Fund
- Boulder, CO
ACRE Investment Management, LLC
- The Plains, VA
Agrarian Trust
Ian McSweeney - Director - Weare, NH
AGree
- Washington, DC
American Agri-Women
- Colchester, VT
American Farm Bureau Federation
- Washington, DC
American Forest Foundation
- Washington, DC
American Forests
- Washington, DC
American Friends of Canadian Land Trusts
Sandra Tassel - Program Coordinator - Bellingham, WA
American Hiking Society
- Silver Spring, MD
American Tree Farm System
Paul DeLong - Senior Vice President, ATFS & Conservation - Washington, DC
Appalachian Mountain Club
- Boston, MA
Appalachian Trail Conservancy
- Harpers Ferry, WV
Arbor Day Foundation
- Nebraska City, NE
Association of Fish & Wildlife Agencies
- Washington, DC
Atlantic Coast Joint Venture
Debra Reynolds - Communication Coordinator - Hadley, MA
Bat Conservation International
- Austin, TX
Bee City USA
An Initiative of the Xerces Society - Portland, OR
Biobased Maine
- Portland, ME
Butterflies and Their People
Dr. Ellen Sharp - Board Member and Project Director - Capulin, 
Canadian Parks and Wilderness Society - New Brunswick Chapter
Roberta Clowater - Executive Director - Fredericton, NB
Center for Collaborative Conservation
Warner College of Natural Resources - Colorado State University - Fort Collins, CO
Center for Large Landscape Conservation
- Bozeman, MT
Chronic Wasting Disease Alliance
- Missoula, MT
CitSci.org
Greg Newman - Natural Resource Ecology Laboratory at Colorado State University - Fort Collins, CO
Conservation Law Center
Christian Freitag - Director - Bloomington, IN
Conservation Plus
- The Plains, VA
Conservation Technology Information Center (CTIC)
- West Lafayette, IN
Continental Dialogue on Non-Native Forests Insects and Diseases
- Sheffield, MA
Ecological Restoration Business Association
- Tysons, VA
EcoResults!
- Flagstaff, AZ
Equine Land Conservation Resource
- Lexington, KY
Farmers For Monarchs
Franklin Holley - Keystone, CO
Forest Stewards Guild
- Santa Fe, NM
Forest Stewardship Council
- Minneapolis, MN
Friends of Maine Seabird Islands
- Rockland, ME
Great Ecology
- San Diego, CA
Green School Alliance
- New York, NY
Hidden Valley Nature Center
Andy Bezon - Forest and Recreation Specialist - Jefferson, ME
Hunt Fish 30x30 Coalition
Congressional Sportsmen’s Foundation - Washington, DC
Iara Lacher
Seven Bends Nursery - Ecologist / Consultant - Winchester, VA
Itasca Ladyslipper Farm
Carol Steele - Grand Rapids, MN
Izaak Walton League
- Gaithersburg, MD
John Sanderson
Center for Collaborative Conservation - Director - Fort Collins, CO
Journey North
- Madison, WI
Keeping Maine’s Forests
- Augusta, 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 and 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
Maine TREE Foundation
Henry L. Whittemore - Executive Director - Augusta, ME
Manomet
- Plymouth, MA
Metro Blooms
Becky Rice - Executive Director - Minneapolis, MN
Monarch Butterfly and Pollinators Conservation Fund
- Washington, DC
Monarch Collaborative
Keystone Policy Center - Keystone, CO
Monarch Joint Venture
- St. Paul, MN
Monarch Larva Monitoring Project
- Madison, WI
MultiState Conservation Grant Program
- Washington, DC
National Association of State Foresters
- Washington, DC
National Audubon Society
- New York, NY
National Deer Association
- Bogart, GA
National Family Farm Coaltion
- Washington, DC
National Fish and Wildlife Foundation
- Washington, DC
National Forestry Association
Keith A. Argow - President, Director at Large - Vienna, VA
National Grazing Lands Coalition
Monti Golla - National GLC Executive Director - College Station, TX
National Trust for Historic Preservation
- Washington, DC
National Wild Turkey Federation
- Edgefield, SC
National Wildlife Federation
- Reston, VA
Native Plant Trust
- Framingham, MA
Northern Forest Canoe Trail
- Waitsfield, VT
Orianne Society
- Tiger, GA
Parks for Pollinators
National Recreation and Park Association - Ashburn, VA
Partnership for Conservation
- Washington, DC
Pheasants Forever
- St Paul, MN
Pinchot Institute for Conservation
V. Alaric Sample - President - Washington, DC
Pollinators Prospering People
Project Monarch Health
- Athens, GA
Quebec-Labrador Foundation
Larry Morris - President - Ipswich, MA
Rails-to-Trails Conservancy
- Washington, DC
Robert R Bryan
Forest Synthesis - President/Habitat Conservation Forester - Harpswell, ME
Savory Institute
- Boulder, CO
Soil and Water Conservation Society
- Ankeny, IA
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
Sustainable Monarchs
- North Platte, NE
Terrafirma RRG LLC
- Burlington, VT
Texan by Nature
- Austin, TX
The American Chestnut Foundation
- Asheville, NC
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
- La Canada, CA
The Land Institute
- Salina, KS
The Pollinator Partnership
- San Francisco, CA
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
Unique Places To Save
- Chapel Hill, NC
Upper Thames River Conservation Authority
- London, ON
USA National Phenology Network
- Tucson, AZ
Valleys 2000
Bill Huether - Treasurer - Bowmanville, ON
Ward Burton Wildlife Foundation
- Halifax, VA
Western Hemisphere Shorebird Reserve Network
- Manomet, MA
Western Monarch Milkweed Mapper
Xerces Society
Wildlife Alliance of Maine
Daryl DeJoy - Executive Director - Bangor, ME
Women, Food & Agriculture Network
- Ames, IA
Consultants - Land
Aaron Drake
Integrated Forest Management - Vice President GIS/IT & Certification - Turner, ME
American Forest Management
- Charlotte, NC
American Tree Farm System
Paul DeLong - Senior Vice President, ATFS & Conservation - Washington, DC
Ann Ruzow Holland, Ph.D. AICP
- Principal-Consultant - Willsboro, NY
Blaine N. Miller
Dirigo Timberland Management - Owner - North Anson, ME
Boyle Associates
James Boyle - President - Gorham, ME
Brenda Schick
Singing Stream Conservation Consultants - Principal - La Jolla, CA
Bret P. Vicary, PhD, MAI, LPF, CGA
Sewall Forestry & Natural Resources LLC - President - Old Town, ME
Cirrus Ecological Solutions
Neal Artz - Logan, UT
Corner Post Land Surveying
- Springvale, ME
David Anselm Irving
Shelterwood Solutions Inc - Forest and Wildlife Consultant - Lincoln, ME
David Harper
Land in Common - Charleston, SC
David Wardrop
Golden Forestry Services - President - Veazie , ME
Deborah Perkins, M.S.
First Light Wildlife Habitats - Wildlife Biologist - Poland Spring, ME
Dennis Bidwell
Bidwell Advisors - Northampton, MA
Design Workshop
Anna Laybourn - Principal - Aspen, CO
Donald G. MacKay, Ph.D, CFA
Forest Research, LLC - Forest Economist and Appraiser - Orono, ME
E. Ann Poole, CWS
Poole Ecological & Environmental Consultancy - Principal - Hillsborough, NH
Eco-Asset Solutions & Innovations LLC
William Coleman - Co-Founder & CEO - Redwood City, CA
Eric W. Entrekin
Southeast Forestlands - President and Director of Forest Management - Meridian, MS
Eric W. Kingsley
Innovative Natural Resource Solutions LLC - Vice President - Portland, ME
Evr-green Management Group, Inc
Matt S. Campbell - President - Rome, GA
Farm Family Dynamics LLC
Joe Kluender - North Mankato, MN
FB Environmental
Forrest Bell - FBE Owner & Principal Scientist - Portland, ME
Field Sport Concepts, LTD
- Charlottesville, VA
Flycatcher LLC
- Yarmouth, ME
Forever Forests, LLC
Nancy G. Zak - Founder - Ball Ground, GA
Green Infrastructure Center
Karen Firehock - Executive Director - Charlottesville, VA
Greener Prospects
- Brunswick, ME
Gregg Elliott
K Gregg Consulting - Conservation Communications Consultant - Cordova, TN
Hemard & Company
Victor E. Hemard Jr. - President - Texarkana, TX
Holistic Management International
Sandy Langelier - Director, Communications & Outreach - Albuquerque, NM
Iara Lacher
Seven Bends Nursery - Ecologist / Consultant - Winchester, VA
J Chet Rogers, MAI
- Real Estate Appraiser & Consultant - Hollis, NH
Jason B. Stinson, CCIM
Commercial Realty Services of Alabama, LLC - Managing Member & Principal - Gadsden, AL
Jeff Littleton
Moosewood Ecological - Chesterfield, NH
Jeffrey Hall
Hancock Land Company - Casco, ME
John Tomlin
Conservation Forestry, LLC - Exeter, NH
Jonathan Mohr
Land Management Partners - South Bristol, ME
Keith Ross
LandVest - Senior Advisor - Warwick, MA
Kenneth Fergusson
Huber Resources - Operations Forester - Old Town, ME
Land Conservation and Advocacy Trust
Steve Meltzer - Founder and Executive Director - Framingham, MA
Land Conservation Assistance Network
Amos Eno - President / Executive Director - Yarmouth, ME
Linda Ziccardi
Alpine EcoSciences LLC - Owner - Golden, CO
Living Habitats LLC
Heidi Natura, PLA, ASLA, LEED AP - Principal & CEO - Chicago, IL
LJ Conservation Matters
Leonard Jordan - Douglasville, GA
Margo Heekin
- Land Trust Consultant - Fort Bragg, CA
Mayes, Wilson & Associates
- San Marcos, TX
Mike Howie
American Forest Management - Forester - Ellsworth, ME
Mike Hughes
Hughes Inc. Arbor and Land Management - Licensed Arborist - Freeport, ME
Nancy Moore
Conservation Consulting Group - Managing Partner - Monona, WI
National NEMO Network
- Haddam, CT
Northeast Farm Access, LLC
Bob Bernstein - Managing Director - Keene, NH
Peter E McKeever
Conservation Consulting Group - Partner - Monona, WI
Philip D. Bailey, MAI
Mason, Bruce & Girard, Inc. - Senior Appraiser, Eastern US & International - Blacksburg, VA
Pinchot Institute for Conservation
V. Alaric Sample - President - Washington, DC
PlanIt Forward
Patrick Crist - Principal - Broomfield, CO
Randa Mansour, PhD
R. Mansour Ecological Consulting - Elon, NC
Resource Analytical & Management Group, LLC
Billy K. Lemons - President & Principal Consultant - Nacogdoches, TX
Rhizoterra Inc.
Avril Stevenson - Project Manager - Spokane, WA
Robert C. Crane
Woodland Management Service - Consulting Forester - Stevens Point, WI
Russell A. DeConti
Real Estate and Environmental Consultant - DeConti Environmental Planning, Inc - Hiram, ME
Sage Advisors, LLC
- West Chester, PA
Small Woodland Owners Association of Maine Land Trust
Tom Doak - Augusta, ME
Solutions in the Land, LLC
Ronald Doetch - Managing Partner - Poplar Grove, IL
Steve Spencer
Big Pine Consulting - Whitefield, ME
Steve Weems
Sustainable Communities Fund, Board Member - Polaris Associates, Managing Director - Brunswick, ME
Steven Michaud, LLS
Doucet Survey, Inc. - Vice President - Newmarket, NH
Strategic Conservation Solutions, LLC
Bruce I. Knight - Principal and Founder - Washington, DC
Synergy Resource Solutions, Inc.
Jack D. Alexander - President And Senior Resource Specialist - Belgrade, MT
Thomas DeCoste
Foxgreen Farm - Owner - Seboeis Plantation, ME
Thomas L. Daniels
University of Pennsylvania School of Design - Professor of City and Regional Planning - Philadelphia, PA
Understanding Ag, LLC
- Fort Payne, AL
Easement Monitoring and Stewardship Services
Brenda Schick
Singing Stream Conservation Consultants - Principal - La Jolla, CA
David Wardrop
Golden Forestry Services - President - Veazie , ME
Eco-Asset Solutions & Innovations LLC
William Coleman - Co-Founder & CEO - Redwood City, CA
Edward Spencer
Land Futures - Andover, NH
Forest Land Improvement
Timothy R. Nolin - Forester - Ossipee, NH
Forever Forests, LLC
Nancy G. Zak - Founder - Ball Ground, GA
Jonathan Milne
- Environmental Consultant - Sidney, ME
LightHawk
Bev Gabe - Communications Manager - Lander, WY
Margo Heekin
- Land Trust Consultant - Fort Bragg, CA
Resource Analytical & Management Group, LLC
Billy K. Lemons - President & Principal Consultant - Nacogdoches, TX
Shawn Smith
Earth Asset Partnership, LP - founder & managing partner - Huntington, 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
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
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
Elizabeth R. Butler
Butler Law Offices, LLC - Brunswick, ME
Elizabeth T. McCandless
McCandless & Coburn LLC - Portland, ME
Gretchen Jones
Eaton Peabody - Brunswick, ME
I. Richard Ploss
Porzio, Bromberg & Newman P.C. - Counsel - Portland, ME
Jenny Burch
Law Office of Jenny E. Burch - Lawyer - Bath, 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
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
Misti Schmidt
Conservation Partners LLP - Partner - Oakland, CA
Nathaniel Putnam
Eaton Peabody - Bangor, ME
Paul O. Dillon
- Corinth, ME
R. Howard Lake, Esq.
Lake and Denison, LLP - Winthrop, ME
Sage Advisors, LLC
- West Chester, PA
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 Use Program
- Concord, NH
Current Use Tax Program
- Montpelier, VT
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
Forest Conservation - Property Tax Benefits
Massachusetts Energy & Environmental AffairsMA
Green Acres tax deferral program
MN
Managed Forest Law
Wisconsin Department of Natural Resources - Madison, WI
Native Prairie and Wildlife Habitat - Property Tax Benefits
- Des Moines, IA
Native Prairie Tax Exemption Program
Minnesota Department of Natural ResourcesMN
Open Space Conservation - Property Tax Benefits
- Crownsville, MD
Open Space Current Use Program
Maine Revenue Services - Property Tax Division - Augusta, ME
Property Tax Benefits for Maintaining Land Use
Georgia Department of RevenueGA
Reforestation Tax Credit Program
- Oregon Department of Forestry - Salem, OR
Sage Advisors, LLC
- West Chester, PA
Tree Growth Current Use Program
Maine Revenue Services - Property Tax Division - Augusta, ME
Waterfowl Restoration Program
- Cambridge, MD
Working Waterfront Program
Maine Revenue Services - Property Tax Division - Augusta, ME
FSA Local Offices
Kennebec County Farm Service Agency Office
Maria Granger - County Executive Director - Augusta, ME
Land Trusts
American Farmland Trust
- Washington, DC
Brenda Schick
Singing Stream Conservation Consultants - Principal - La Jolla, CA
Cape Elizabeth Land Trust
Cindy Krum - Executive Director - Cape Elizabeth, ME
Coastal Mountains Land Trust
Ian Stewart - Executive Director - Camden, 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
Georges River Land Trust
Annette Naegel - Director of Conservation - Rockland, ME
GreenTrust Alliance
Dr. Doug Frederick - Executive Director - Raleigh, NC
Holden Land Trust
John Bryant - President - Holden, ME
Humane Society Wildlife Land Trust
- Washington, DC
Islesboro Islands Trust
Steve Miller - Executive Director - Islesboro, ME
John Sanderson
Center for Collaborative Conservation - Director - Fort Collins, CO
Kittery Land Trust
Christine Bennett - Executive Director - Kittery, ME
Land Trust Alliance
- Washington, DC
Maine Appalachian Trail Land Trust
Simon Rucker - Executive Director - Portland, ME
Maine Audubon
Sally Stockwell - Conservation Director - Falmouth, ME
Maine Coast Heritage Trust
- Topsham, ME
Maine Farmland Trust
Amanda Beal - President, CEO - Belfast, ME
Margo Heekin
- Land Trust Consultant - Fort Bragg, CA
Medomak Valley Land Trust
- Waldoboro, ME
Midcoast Conservancy
- Edgecomb, ME
New England Forestry Foundation
Lisa Hayden - Landowner Outreach Coordinator - Littleton, MA
North American Land Trust
- Chadds Ford, PA
North Haven Conservation Partners
Nibs Nichols - Executive Director - North Haven, ME
Northeast Wilderness Trust
Marisa Riggi - Conservation Director - Montpelier, VT
Open Space Institute
Jennifer Grossman - Vice President New York Land Program - New York, NY
Pleasant River Wildlife Foundation
Lois Winter - Executive Director - Addison, ME
Robert R Bryan
Forest Synthesis - President/Habitat Conservation Forester - Harpswell, ME
Rocky Mountain Elk Foundation
- Missoula, MT
Saco Valley Land Trust
- Saco, ME
Sage Advisors, LLC
- West Chester, PA
Sanford-Springvale Mousam Way Land Trust
Gordon Johnston - President - Sanford, ME
Saskatchewan Wildlife Federation Habitat Trust Fund
- Moose Jaw, SK
Sheepscot Valley Conservation Association
Steve Patton - Transition Director - Wiscasset, ME
Small Woodland Owners Association of Maine Land Trust
Tom Doak - Augusta, ME
Societe de Protection Fonciere de Saint-Adele
Jean-Louis Poirier - President - Saint-Adele, QC
Sportsmen's National Land Trust
- Agawam, MA
Terrafirma RRG LLC
- Burlington, VT
The Barn Group
- Brooks, GA
The Nature Conservancy, Maine Field Office
- Brunswick, ME
Trust for Public Land, Massachusetts State Office
- Boston, MA
Vinalhaven Land Trust
Linnell Mather - Executive Director - Vinalhaven, ME
Western Foothills Land Trust
Lee Dassler - Executive Director - Norway, ME
Wetlands America Trust
- Memphis, TN
Windham Land Trust
- Co-Presidents - Windham, ME
Woodie Wheaton Land Trust
Patty Bubar - Office Manager - Forest City Twp, ME
Lawyers
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
Elizabeth T. McCandless
McCandless & Coburn LLC - Portland, ME
Elliott Teel
Attorney at Law - Portland, ME
Frederick Stocking
Stocking & Crotteau, LLC - Lamoine, 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
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
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
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
Nathaniel Putnam
Eaton Peabody - Bangor, ME
Paul O. Dillon
- Corinth, ME
Peter Mills
Wright & Mills, P.A. - Skowhegan, ME
Philip C. Hunt
Perkins Thompson - Attorney - 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
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
Conservation Law Center
Christian Freitag - Director - Bloomington, IN
David B. Van Slyke
Preti Flaherty - Partner - Portland, 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
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
Legal Services Food Hub
Conservation Law Foundation - Boston, MA
M. Reed Hopper
Pacific Legal Foundation - Principal Attorney, National Litigation Center - Sacramento, CA
Misti Schmidt
Conservation Partners LLP - Partner - Oakland, CA
Nick Cramer
The Vertex Companies, Inc. - Senior Project Manager - Irving, TX
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 LLC - Attorney/Owner - Westbrook, ME
Stephen J. Small, Esq.
Law Office of Stephen J. Small, Esq., P.C. - Cambridge, 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
NRCS Local Offices
Belfast NRCS Field Office
Ron Desrosiers - District Conservationist - Belfast, ME
Jay Braunscheidel
Tall Pines Forest Management - President & Lead Forester - Cornish, ME
Real Estate Attorneys
Brenda M. Buchanan
Warren, Currier & Buchanan - Portland, ME
David J. Perkins
Perkins Olson Attorneys at Law - Portland, ME
David M. Kallin
Drummond Woodsum - Portland, ME
Michael L. Lane
Preti Flaherty - Attorney - Augusta, ME
Nick Cramer
The Vertex Companies, Inc. - Senior Project Manager - Irving, TX
Peggy L. McGehee
Perkins Thompson - Portland, ME
Richard A. Shinay
Drummond Woodsum - Portland, ME
Richard A. Spencer
Drummond Woodsum - Portland, ME
Richard D. Prentice
Bernstein Shur - Portland , ME
Sarah A. McDaniel
Douglas McDaniel Campo LLC - Attorney/Owner - Westbrook, 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
Agricultural Marketing Loan Fund
Department of Agriculture, Conservation & Forestry - Augusta, ME
Atlantic Coastal Fish Habitat Partnership
Dr. Lisa Havel - Coordinator - 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
- Augusta, ME
Landowner Assistance Program
Mark Vannah - Robbins Lumber - Searsmont, ME
Maine Coastal Program
Department of Marine Resources - Augusta, ME
Maine Farmland Protection Program
- Augusta, ME
Maine Farms for the Future Program
Leigh Hallett - Farmland Protection Specialist
Maine Department of Agriculture Food, and Rural Resources - Augusta, ME
Maine Outdoor Heritage Fund
Carol Gay - Secretariat - Pittston, ME
Northeast Association of Fish & Wildlife Agencies
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
- 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

 Succession Planning

   
Show Articles on Succession Planning (13)
Preserving the Family Woods: Tools to Help Guide Transfer to the Next Generation of Landowners
By:

This publication is about one thing: securing the future of your woods. To get you the information about how to do that, the paper takes two approaches.& ...

 

Connecting retiring landowners and beginning farmers to keep agriculture alive
By:

Are you a retiring farmer, looking for someone to take over? Land Link is a valuable program that connects beginning farmers with retiring landowners to faciliate farm transfers.

 

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.

 

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.

 

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.

 

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.

 

Show Succession Planning Organizations & Professionals (139)
There are 139 resources serving Knox County in the following categories:
map itMap of Succession Planning Organizations & Professionals serving Knox 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
Phil Bailey, MAI
TerraSource Valuation, LLC - Appraiser - Matthews, NC
Sarah A. McDaniel
Douglas McDaniel Campo LLC - Attorney/Owner - Westbrook, ME
Shawn Smith
Earth Asset Partnership, LP - founder & managing partner - Huntington, 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
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
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
Elizabeth R. Butler
Butler Law Offices, LLC - Brunswick, ME
Elizabeth T. McCandless
McCandless & Coburn LLC - Portland, ME
Gretchen Jones
Eaton Peabody - Brunswick, ME
I. Richard Ploss
Porzio, Bromberg & Newman P.C. - Counsel - Portland, ME
Jenny Burch
Law Office of Jenny E. Burch - Lawyer - Bath, 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
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
Misti Schmidt
Conservation Partners LLP - Partner - Oakland, CA
Nathaniel Putnam
Eaton Peabody - Bangor, ME
Paul O. Dillon
- Corinth, ME
R. Howard Lake, Esq.
Lake and Denison, LLP - Winthrop, ME
Sage Advisors, LLC
- West Chester, PA
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
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
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
American Farmland Trust
- Washington, DC
Brenda Schick
Singing Stream Conservation Consultants - Principal - La Jolla, CA
Cape Elizabeth Land Trust
Cindy Krum - Executive Director - Cape Elizabeth, ME
Coastal Mountains Land Trust
Ian Stewart - Executive Director - Camden, 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
Georges River Land Trust
Annette Naegel - Director of Conservation - Rockland, ME
GreenTrust Alliance
Dr. Doug Frederick - Executive Director - Raleigh, NC
Holden Land Trust
John Bryant - President - Holden, ME
Humane Society Wildlife Land Trust
- Washington, DC
Islesboro Islands Trust
Steve Miller - Executive Director - Islesboro, ME
John Sanderson
Center for Collaborative Conservation - Director - Fort Collins, CO
Kittery Land Trust
Christine Bennett - Executive Director - Kittery, ME
Land Trust Alliance
- Washington, DC
Maine Appalachian Trail Land Trust
Simon Rucker - Executive Director - Portland, ME
Maine Audubon
Sally Stockwell - Conservation Director - Falmouth, ME
Maine Coast Heritage Trust
- Topsham, ME
Maine Farmland Trust
Amanda Beal - President, CEO - Belfast, ME
Margo Heekin
- Land Trust Consultant - Fort Bragg, CA
Medomak Valley Land Trust
- Waldoboro, ME
Midcoast Conservancy
- Edgecomb, ME
New England Forestry Foundation
Lisa Hayden - Landowner Outreach Coordinator - Littleton, MA
North American Land Trust
- Chadds Ford, PA
North Haven Conservation Partners
Nibs Nichols - Executive Director - North Haven, ME
Northeast Wilderness Trust
Marisa Riggi - Conservation Director - Montpelier, VT
Open Space Institute
Jennifer Grossman - Vice President New York Land Program - New York, NY
Pleasant River Wildlife Foundation
Lois Winter - Executive Director - Addison, ME
Robert R Bryan
Forest Synthesis - President/Habitat Conservation Forester - Harpswell, ME
Rocky Mountain Elk Foundation
- Missoula, MT
Saco Valley Land Trust
- Saco, ME
Sage Advisors, LLC
- West Chester, PA
Sanford-Springvale Mousam Way Land Trust
Gordon Johnston - President - Sanford, ME
Saskatchewan Wildlife Federation Habitat Trust Fund
- Moose Jaw, SK
Sheepscot Valley Conservation Association
Steve Patton - Transition Director - Wiscasset, ME
Small Woodland Owners Association of Maine Land Trust
Tom Doak - Augusta, ME
Societe de Protection Fonciere de Saint-Adele
Jean-Louis Poirier - President - Saint-Adele, QC
Sportsmen's National Land Trust
- Agawam, MA
Terrafirma RRG LLC
- Burlington, VT
The Barn Group
- Brooks, GA
The Nature Conservancy, Maine Field Office
- Brunswick, ME
Trust for Public Land, Massachusetts State Office
- Boston, MA
Vinalhaven Land Trust
Linnell Mather - Executive Director - Vinalhaven, ME
Western Foothills Land Trust
Lee Dassler - Executive Director - Norway, ME
Wetlands America Trust
- Memphis, TN
Windham Land Trust
- Co-Presidents - Windham, ME
Woodie Wheaton Land Trust
Patty Bubar - Office Manager - Forest City Twp, 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
David J. Perkins
Perkins Olson Attorneys at Law - Portland, ME
Exchange Resources, Inc.
- San Diego, CA
Exeter 1031 Exchange Services, LLC
Elizabeth Harris - Vice President, Marketing & Business Development - San Diego, CA
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
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
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
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
Nathaniel Putnam
Eaton Peabody - Bangor, ME
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Stephen J. Small, Esq.
Law Office of Stephen J. Small, Esq., P.C. - Cambridge, MA