Maine Land Conservation Assistance Network

Tax and Estate Planning in Knox County

 1031 Exchanges

   
Show Articles on 1031 Exchanges (4)
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.& ...

 

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 (57)
There are 57 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
Norman Hansen & Detroy
Lorri A. Hall - Office Services - Portland, ME
The National Agricultural Law Center
- Fayetteville, AR
Estate Planners
Brennan & Rogers PLLC
Smilie G. Rogers - Attorney - York, ME
Creative Conservation, LLC
Jerry A. Bley - Readfield, ME
Jac Arbour
Combined Benefits United - VP and Manager of Life and Annuity Division - Hallowell, ME
Philip C. Hunt
Perkins Thompson - Attorney - Portland, ME
Teel Law Office, LLC
- Portland, ME
Timothy P. Benoit
Perkins Thompson - Attorney - Portland, ME
Estate Planning Attorneys
Avery Day
Stevens & Day - Augusta, 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
Elizabeth R. Butler
Butler Law Offices, LLC - Brunswick, ME
Elizabeth T. McCandless
McCandless & Coburn LLC - Portland, ME
Gretchen Jones
Eaton Peabody - Brunswick, ME
Jenny Burch
Law Office of Jenny E. Burch - Lawyer - Bath, ME
Jewell & Bulger
Thomas Jewell - Portland, ME
LeBlanc & Young, P.A.
- Portland, ME
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
Paul O. Dillon
- Corinth, ME
Pete Thaxter
Curtis Thaxter LLC - Portland, ME
R. Howard Lake, Esq.
Lake and Denison, LLP - Winthrop, ME
Sage Advisors, LLC
- West Chester, PA
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Qualified Intermediaries for 1031 Exchanges
Asset Preservation, Inc.
- Roseville, CA
Atlas 1031 Exchange, LLC
Andy Gustafson - Certified Exchange Specialist - Naples, FL
David J. Perkins
Curtis Thaxter - Portland, ME
Exeter 1031 Exchange Services, LLC
Elizabeth Harris - Vice President, Marketing & Business Development - San Diego, CA
First American Exchange Company
Janna Perret - VP/Central Region Manager - Mandeville, LA
Jewell & Bulger
Thomas Jewell - Portland, ME
Marie Flavin, Esq.
Investment Property Exchange Services, Inc - Senior Vice President / Regional Manager - Armonk, NY
Norman Hansen & Detroy
Lorri A. Hall - Office Services - Portland, ME
Stephen Davis
Safe Harbor Asset Management - Huntington, NY
Stewart Title Guaranty Company
Brenda Muller - Agency Sales Representative - Cayce, SC
Wade Wright
1031 Qualex, LLC - Attorney - Qualified Intermediary - FAYETTEVILLE, AR
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
Timothy P. Benoit
Perkins Thompson - Attorney - Portland, ME
Water Street Solutions
- Peoria, IL
Tax Law Attorneys
Christopher S. McLoon
Verrill Dana LLP - Partner - Boston, MA
Eliza Cope Nolan
Bernstein Shur - Shareholder - Portland, ME
Gretchen Jones
Eaton Peabody - Brunswick, ME
John W. Geismer
Norman Hanson DeTroy, LLC - Member - Attorney - Lewiston, 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
Maureen E. Keegan
Curtis Thaxter LLC - Portland, ME
Nathaniel Putnam
Eaton Peabody - Bangor, ME
Norman Hansen & Detroy
Lorri A. Hall - Office Services - Portland, ME
Paul Driscoll
Norman Hanson DeTroy, LLC - Member - Attorney - Portland, ME
Russell B. Pierce, Jr.
Norman Hanson DeTroy, LLC - Member - Attorney - Portland, 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 (54)
Estate Planning Advice from a Family Forest
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NNRG interviewed Andy and his daughter Andrea, who steward a 122-acre family forest in Washington, to learn about their experiences with estate planning. Andy, who inherited a portion of his parents’ property, under somewhat contentious circumstances, warns of the pitfalls of leaving it entirely up to the next generation to decide what happens to the land. 

 

Estate Planning Advice from a Family Forest
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NNRG interviewed Andy and his daughter Andrea, who steward a 122-acre family forest in Washington, to learn about their experiences with estate planning.

 

Private lands are the next battleground in state conservation policy
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Interest from owners wanting to set aside their property for conservation has increased in the past few years. Many conservation land trusts that have seen a spike in interest over the past few years.

 

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.

 

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
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.& ...

 

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 (400)
There are 400 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
Norman Hansen & Detroy
Lorri A. Hall - Office Services - Portland, ME
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
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
Mason, Bruce & Girard
- Blacksburg, VA
Philip D. Bailey, MAI
Mason, Bruce & Girard, Inc. - Appraisal Services Group Manager - Blacksburg, VA
Shawn Smith
Earth Asset Partnership, LP - Founder & Managing Partner - Huntington, VT
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
Agronomic Science Foundation
Susan Dearing-Bond - Director - Fitchburg, WI
Alec Giffen
- Senior Forest Science And Policy Fellow - Chelsea, ME
American Agri-Women
- Colchester, VT
American Conservation Coalition
- Appleton, WI
American Farm Bureau Federation
- Washington, DC
American Fisheries Society
- Bethesda, MD
American Forest Foundation
- Washington, DC
American Forests
- Washington, DC
American Friends of Canadian Conservation
Sandra Tassel - Program Coordinator - Bellingham, WA
American Hiking Society
- Silver Spring, MD
American Rivers
Jaime Sigaran - Associate Director - Washington, DC
Ann Ruzow Holland, Ph.D. AICP
- Willsboro, NY
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
- Hadley, MA
Bat Conservation International
- Austin, TX
Bee City USA
An Initiative of the Xerces Society - Portland, OR
Biobased Maine
- Portland, ME
Boone and Crockett Club
- Missoula, MT
Canadian Parks and Wilderness Society - New Brunswick Chapter
Roberta Clowater - Executive Director - Fredericton, NB
Canadian Parks and Wilderness Society, Ottawa Valley Chapter
- Ottawa, ON
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
ConservAmerica
- Washington, DC
Conservation Law Center
Christian Freitag - Director - Bloomington, IN
Conservation Plus
- The Plains, VA
Conservation Solutions, LLC
Palmer Brock - Greenwood, MS
Conservation Technology Information Center (CTIC)
- West Lafayette, IN
Continental Dialogue on Non-Native Forests Insects and Diseases
- Sheffield, MA
Council to Advance Hunting and the Shooting Sports
- Washington, DC
Delta Waterfowl Foundation
- Bismarck, ND
EcoAgriculture Partners
- Oakton, VA
Ecological Restoration Business Association
- Tysons, VA
EcoResults!
- Flagstaff, AZ
Environmental Incentives
- South Lake Tahoe, CA
Equine Land Conservation Resource
- Lexington, KY
Equity Trust
- Amherst, MA
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
Hunt Fish 30x30 Coalition
Congressional Sportsmen’s Foundation - Washington, DC
Iara Lacher
Seven Bends Nursery - Ecologist / Consultant - Berryville, VA
Integrated Monarch Monitoring Program
Monarch Joint Venture - St. Paul, MN
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
Julia Debes
Pheasants Forever - Working Lands for Wildlife Director of Agricultural Communications - Hoisington, KS
Keeping Maine’s Forests
- Augusta, ME
Lakes Environmental Association
Peter Lowell - Executive Director - Bridgton, ME
Land For Good
- Keene , NH
Land Trust Alliance
- Washington, DC
Maine Christmas Tree Association
- West Newfield, ME
Maine Forest Products Council
- Augusta, ME
Maine Huts and Trails
- Kingfield, ME
Maine Lakes Society
- Yarmouth, ME
Maine Mountain Collaborative
- Portland, ME
Maine Natural Resource Conservation Program
- Augusta, ME
Maine Rivers
- Yarmouth, ME
Maine Sporting Camp Association
- Augusta, ME
Maine Sporting Camp Heritage Foundation
- Hampden, ME
Maine TREE Foundation
Henry L. Whittemore - Executive Director - Augusta, ME
Manomet
- Plymouth, MA
Marbleseed
Marbleseed - Spring Valley, WI
Mark Howell
Grounded Truths LLC - Director/Emergency & Fire Mgmt Specialist - Doniphan, MO
Metro Blooms
Becky Rice - Executive Director - Minneapolis, MN
Monarch Collaborative
Keystone Policy Center - Keystone, CO
Monarch Flyway
- Ogallala, NE
Monarch Joint Venture
- St. Paul, MN
Monarch Larva Monitoring Project
- Madison, WI
National Association of State Foresters
- Washington, DC
National Association of Wetland Managers
Marla J. Stelk - Executive Director - Portland, ME
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
Natural Areas Association
- Pittsburgh, PA
Nature Manitoba
Roger Turenne - President - Winnipeg, MB
North American Grouse Partnership
- Garden Valley, ID
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
- Baltimore, MD
Project Apis m.
- Salt Lake City, UT
Project Monarch Health
- Athens, GA
Quebec-Labrador Foundation
- Ipswich, MA
Rails-to-Trails Conservancy
- Washington, DC
Ruffed Grouse Society & American Woodcock Society
- Coraopolis, PA
Savory Institute
- Boulder, CO
Soil and Water Conservation Society
- Ankeny, IA
Sportsman's Alliance of Maine
David Trahan - Executive Director - Augusta, ME
Sportsmen's Alliance
- Columbus, OH
Sustainable Forestry Initiative
Kathy Abusow - President and CEO - Washington, DC
Sustainable Monarchs
- North Platte, NE
Tammy Packie
Downeast Trout Unlimited - National Leadership Council Trout Unlimited- ME Rep - Hulls Cove, ME
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
- Washington, DC
The Conservation Fund
- Arlington, VA
The Fund for Wild Nature
- La Canada, CA
The Land Institute
- Salina, KS
The Meateater Land Access Initiative
Meat EaterMT
The Pollinator Partnership
- San Francisco, CA
The Trust for Public Land - Maine State Office
Portland Office - Portland, ME
The Xerces Society for Invertebrate Conservation
- Portland, OR
Theodore Roosevelt Conservation Partnership
- Washington, DC
Thunder Bay Field Naturalists
Bruce Thacker - President - Thunder Bay, ON
Tin Mountain Conservation Center
- Albany, NH
Trout Headwaters, Inc.
- Livingston, MT
Two Countries, One Forest
- East Thetford, VT
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
Wildlife Forever
- White Bear Lake, MN
Wildlife Management Institute
- Gardners, PA
Women, Food & Agriculture Network
- Ames, IA
Consultants - Land
American Forest Management
- Charlotte, NC
Ann Ruzow Holland, Ph.D. AICP
- Willsboro, NY
Brenda Schick
Singing Stream Conservation Consultants - Principal - La Jolla, CA
C-K Associates, Inc
- Baton Rouge, LA
Cirrus Ecological Solutions
Neal Artz - Logan, UT
Conservation Consulting Group
Nancy W. Moore - Managing Partner - Monona, WI
Conservation Resources
- Exeter, NH
Corner Post Land Surveying
- Springvale, ME
David Harper
Land in Common - Charleston, SC
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
Eco-Asset Solutions & Innovations LLC
- Redwood City, CA
Eric W. Kingsley
Innovative Natural Resource Solutions LLC - Vice President - Portland, ME
Evr-green Management Group, Inc
Matt S. Campbell - President - Rome, GA
FB Environmental
- Portland, ME
Field Sport Concepts, LTD
- Charlottesville, VA
Flycatcher LLC
- Yarmouth, ME
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 - Berryville, 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
Jeremy Sokulsky
Environmental Incentives - President - South Lake Tahoe, CA
Joel Russell
Joel Russell Associates - Principal - Northampton, MA
Jones Associates, Inc.
Rick Jones - President and Owner - Auburn, ME
Julie Ann Gustanski, PhD, LLM
Resource Dimensions - Principal - Gig Harbor, WA
Julie Boggs
Peoples Company - Land Manager, AFM - Monroe, LA
Keith Ross
LandVest - Senior Advisor - Warwick, 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
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
National NEMO Network
- Haddam, CT
Philip D. Bailey, MAI
Mason, Bruce & Girard, Inc. - Appraisal Services Group Manager - Blacksburg, VA
Pinchot Institute for Conservation
V. Alaric Sample - President - Washington, DC
PlanIt Forward
Patrick Crist - Principal - Broomfield, CO
Resource Analytical & Management Group, LLC
Billy K. Lemons - President & Principal Consultant - Nacogdoches, TX
resources first
- yarmouth, ME
Rhizoterra Inc.
Avril Stevenson - Project Manager - Spokane, WA
Rich Campbell
Campbell Environmental Group - Maine and New Hampshire Certified Geologist - Falmouth, ME
Robert C. Crane
Woodland Management Service - Consulting Forester - Stevens Point, WI
Sage Advisors, LLC
- West Chester, PA
Small Woodland Owners Association of Maine Land Trust
Tom Doak - Augusta, ME
Solutions in the Land, LLC
- Kenosha, WI
SRP Environmental, LLC
- Shreveport, LA
Steve Spencer
Big Pine Consulting - Whitefield, ME
Strategic Conservation Solutions, LLC
Bruce I. Knight - Principal and Founder - Washington, DC
Synergy Resource Solutions, Inc.
- Belgrade, MT
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
Eco-Asset Solutions & Innovations LLC
- Redwood City, CA
Forest Land Improvement
Timothy R. Nolin - Forester - Ossipee, NH
Jonathan Milne
- Environmental Consultant - Sidney, ME
Josh Hollis
Land Solutions - Marshall, CA
Karen Johansen
Wildwood Management - Owner - Bishop, GA
LightHawk
- Denver, CO
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
Brennan & Rogers PLLC
Smilie G. Rogers - Attorney - York, ME
Creative Conservation, LLC
Jerry A. Bley - Readfield, ME
Jac Arbour
Combined Benefits United - VP and Manager of Life and Annuity Division - Hallowell, ME
Philip C. Hunt
Perkins Thompson - Attorney - Portland, ME
Teel Law Office, LLC
- Portland, ME
Timothy P. Benoit
Perkins Thompson - Attorney - Portland, ME
Estate Planning Attorneys
Avery Day
Stevens & Day - Augusta, 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
Elizabeth R. Butler
Butler Law Offices, LLC - Brunswick, ME
Elizabeth T. McCandless
McCandless & Coburn LLC - Portland, ME
Gretchen Jones
Eaton Peabody - Brunswick, ME
Jenny Burch
Law Office of Jenny E. Burch - Lawyer - Bath, ME
Jewell & Bulger
Thomas Jewell - Portland, ME
LeBlanc & Young, P.A.
- Portland, ME
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
Paul O. Dillon
- Corinth, ME
Pete Thaxter
Curtis Thaxter LLC - Portland, ME
R. Howard Lake, Esq.
Lake and Denison, LLP - Winthrop, ME
Sage Advisors, LLC
- West Chester, PA
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Federal and State Tax Incentives and Programs
Anita Blakeman
Woodland Care Forest Management - Forester - North Sutton, 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
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 Resources - St Paul, MN
Open Space Conservation - Property Tax Benefits
- Crownsville, MD
Open Space Current Use Program
Maine Revenue Services - Property Tax Division - Augusta, ME
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
Land Trusts
Alec Giffen
- Senior Forest Science And Policy Fellow - Chelsea, ME
American Farmland Trust
- Washington, DC
BC Nature
Federation of BC Naturalists - North Vancouver, BC
Brenda Schick
Singing Stream Conservation Consultants - Principal - La Jolla, CA
Brett Jordan
HydroGeo Designs Inc - Hydrologist/Engineer - Salida, CO
Canadian Parks and Wilderness Society, Ottawa Valley Chapter
- Ottawa, ON
Coastal Mountains Land Trust
- Camden, ME
Conservancy Hornby Island
- Hornby Island , BC
Delta Waterfowl Foundation
- Bismarck, ND
Downeast Salmon Federation
Dwayne Shaw - Executive Director - Columbia Falls, ME
Forest Society of Maine
- Bangor, ME
Fraser Headwaters Alliance
- Dunster , BC
Fraser Valley Conservancy
- Abbotsford, BC
Gabriola Land and Trails Trust
Tom Cameron - President - Gabriola Island, BC
Georges River Land Trust
- Rockland, ME
GrassrootsCarbon-PastureMap
PastureMap - San Antonio, TX
Humane Society Wildlife Land Trust
- Washington, DC
Islands Trust Fund
- Victoria, BC
Islesboro Islands Trust
Steve Miller - Executive Director - Islesboro, ME
John Sanderson
Center for Collaborative Conservation - Director - Fort Collins, CO
Julie Ann Gustanski, PhD, LLM
Resource Dimensions - Principal - Gig Harbor, WA
Kawartha Heritage Conservancy
- Peterborough, ON
Kittery Land Trust
Christine Bennett - Executive Director - Kittery, ME
Land Conservancy for Kingston, Frontenac, Lennox & Addington
- Kingston, ON
Land Trust Alliance
- Washington, DC
Land Trust Alliance of British Columbia
Sheila Harrington - Programs Director - Victoria, BC
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
Malaspina Land Conservancy
Janet Alred - President - Powell River, BC
Michael Hart
LandVest, Inc. - Senior Appraiser - Boston, MA
Midcoast Conservancy
- Edgecomb, ME
Nanaimo Area Land Trust
- Conservation Covenants Coordinator - Nanaimo, BC
Nature Conservancy of Canada
National Office - Toronto, ON
Nature Manitoba
Roger Turenne - President - Winnipeg, MB
Nature Trust of British Columbia
- BC Conservation Land Manager - Vancouver, BC
Nature Vancouver
Daniel Overmyer - Vancouver, BC
New England Forestry Foundation
Lisa Hayden - Outreach Manager - Littleton, MA
North American Land Trust
- Chadds Ford, PA
North Haven Conservation Partners
Nibs Nichols - Executive Director - North Haven, ME
Northeast Wilderness Trust
- Montpelier, VT
Open Space Institute
Jennifer Grossman - Vice President New York Land Program - New York, NY
Pender Islands Conservancy
Sylvia Pincott - Pender Island, BC
Pleasant River Wildlife Foundation
Lois Winter - Executive Director - Addison, ME
Quadra Island Conservancy and Stewardship Society
George Barabas - Heriot Bay, BC
Rocky Mountain Elk Foundation
- Missoula, MT
Saco Valley Land Trust
- Saco, ME
Sage Advisors, LLC
- West Chester, PA
Salt Spring Island Conservancy
Linda Gilkeson - Executive Director - Salt Spring Island, BC
Sanford-Springvale Mousam Way Land Trust
Gordon Johnston - President - Sanford, ME
Saskatchewan Wildlife Federation Habitat Trust Fund
- Moose Jaw, SK
Savary Island Land Trust Society
Liz Webster - Executive Director - Lund, BC
Sheepscot Valley Conservation Association
Steve Patton - Transition Director - Wiscasset, ME
Silva Forest Foundation
Susan Hammond - Slocan Park, BC
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
The Trustees of Reservations
- Boston, MA
Trout Unlimited
Chris Wood - President and Chief Executive Officer - Arlington, VA
Vinalhaven Land Trust
- Vinalhaven, ME
Waterloo Region Nature
- Waterloo, ON
Western Foothills Land Trust
Lee Dassler - Executive Director - Norway, ME
Wetlands America Trust
- Memphis, TN
Windham Land Trust
- Co-Presidents - Windham, ME
Natural Resource Law Attorneys
Bradley Raffle
Conservation Capital - CEO - Eugene, OR
Brenda M. Buchanan
Warren, Currier & Buchanan - Portland, ME
C-K Associates, Inc
- Baton Rouge, LA
Christopher J. Austin
Rudman Winchell - Partner - Bangor, ME
Conservation Law Center
Christian Freitag - Director - Bloomington, IN
Cynthia M. Mehnert
Rudman Winchell Counselors at Law - Senior Counsel - Bangor, ME
David B. Van Slyke
Preti Flaherty - Partner - Portland, ME
David M. Kallin
Drummond Woodsum - Portland, ME
David P. Silk
Curtis Thaxter LLC - Portland, 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
Hope Hilton, Esq.
- Harpswell , ME
James N. Katsiaficas
Perkins Thompson - Attorney - Portland, ME
Jeffrey T. Selser
Fletcher, Selser & Devine, LLC - Partner - Portland, ME
Joanna B. Tourangeau
Drummond Woodsum - Portland, ME
Joel Russell
Joel Russell Associates - Principal - Northampton, MA
Jonathan A. Pottle
Eaton Peabody, PA - Shareholder - Bangor, 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
Legal Services Food Hub
Conservation Law Foundation - Boston, MA
Nick Cramer
The Vertex Companies, Inc. - Senior Project Manager - Irving, TX
Norman Hansen & Detroy
Lorri A. Hall - Office Services - Portland, ME
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 Levin
- Attorney at Law - 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 V. Ferdinand, Jr.
Eaton Peabody, PA - Shareholder - Chair, Legislative & Government Relations Practice Group - Augusta, ME
NRCS Local Offices
Jay Braunscheidel
Tall Pines Forest Management - President & Lead Forester - Cornish, ME
Real Estate Attorneys
Brenda M. Buchanan
Warren, Currier & Buchanan - Portland, ME
Christopher J. Austin
Rudman Winchell - Partner - Bangor, ME
Cynthia M. Mehnert
Rudman Winchell Counselors at Law - Senior Counsel - Bangor, ME
David J. Perkins
Curtis Thaxter - Portland, ME
David M. Kallin
Drummond Woodsum - Portland, ME
J. Gordon Scannell, Jr.
Perkins Thompson - Attorney - Portland, ME
Karen Huber, Shareholder
Eaton Peabody, PA - Chair, Real Estate and Natural Resources & Timberlands Practice Groups - Bangor, ME
Michael L. Lane
Preti Flaherty - Attorney - Augusta, ME
Nick Cramer
The Vertex Companies, Inc. - Senior Project Manager - Irving, TX
Paul Driscoll
Norman Hanson DeTroy, LLC - Member - Attorney - Portland, ME
Peter Mills
Wright & Mills, P.A. - Skowhegan, 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
Sarah Lang Reinhart
Eaton Peabody, PA - Bangor, ME
Stewart Title Guaranty Company
Brenda Muller - Agency Sales Representative - Cayce, SC
Wade Wright
1031 Qualex, LLC - Attorney - Qualified Intermediary - FAYETTEVILLE, AR
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
- Arlington, VA
Beginning Farmer Resource Network of Maine
Tori Jackson - Chair - Lisbon Falls, ME
Beginning with Habitat
Maine Department of Inland Fisheries & Wildlife - Augusta, ME
Land for Maine's Future
- Augusta, ME
Maine Coastal Program
Department of Marine Resources - Augusta, ME
Maine Department of Inland Fisheries & Wildlife
- 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
- Burlington, VT
Senior Farm Share Program
Julie Waller - Senior FarmShare Manager - Augusta, ME
Whitewater to Bluewater Project
- 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
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 (11)
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.& ...

 

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).

 

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 (137)
There are 137 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
Mason, Bruce & Girard
- Blacksburg, VA
Sarah A. McDaniel
Douglas McDaniel Campo LLC - Attorney/Owner - Westbrook, ME
Shawn Smith
Earth Asset Partnership, LP - Founder & Managing Partner - Huntington, VT
Estate Planners
Brennan & Rogers PLLC
Smilie G. Rogers - Attorney - York, ME
Creative Conservation, LLC
Jerry A. Bley - Readfield, ME
Jac Arbour
Combined Benefits United - VP and Manager of Life and Annuity Division - Hallowell, ME
Philip C. Hunt
Perkins Thompson - Attorney - Portland, ME
Teel Law Office, LLC
- Portland, ME
Timothy P. Benoit
Perkins Thompson - Attorney - Portland, ME
Estate Planning Attorneys
Avery Day
Stevens & Day - Augusta, 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
Elizabeth R. Butler
Butler Law Offices, LLC - Brunswick, ME
Elizabeth T. McCandless
McCandless & Coburn LLC - Portland, ME
Gretchen Jones
Eaton Peabody - Brunswick, ME
Jenny Burch
Law Office of Jenny E. Burch - Lawyer - Bath, ME
Jewell & Bulger
Thomas Jewell - Portland, ME
LeBlanc & Young, P.A.
- Portland, ME
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
Paul O. Dillon
- Corinth, ME
Pete Thaxter
Curtis Thaxter LLC - Portland, ME
R. Howard Lake, Esq.
Lake and Denison, LLP - Winthrop, ME
Sage Advisors, LLC
- West Chester, PA
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
Farm Credit of Maine
Shannon Webber - Auburn, 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
Conservation Resources
- Exeter, NH
Dennis Bidwell
Bidwell Advisors - Northampton, MA
Maureen E. Keegan
Curtis Thaxter LLC - Portland, ME
Paul O. Dillon
- Corinth, ME
Land Trusts
Alec Giffen
- Senior Forest Science And Policy Fellow - Chelsea, ME
American Farmland Trust
- Washington, DC
BC Nature
Federation of BC Naturalists - North Vancouver, BC
Brenda Schick
Singing Stream Conservation Consultants - Principal - La Jolla, CA
Brett Jordan
HydroGeo Designs Inc - Hydrologist/Engineer - Salida, CO
Canadian Parks and Wilderness Society, Ottawa Valley Chapter
- Ottawa, ON
Coastal Mountains Land Trust
- Camden, ME
Conservancy Hornby Island
- Hornby Island , BC
Delta Waterfowl Foundation
- Bismarck, ND
Downeast Salmon Federation
Dwayne Shaw - Executive Director - Columbia Falls, ME
Forest Society of Maine
- Bangor, ME
Fraser Headwaters Alliance
- Dunster , BC
Fraser Valley Conservancy
- Abbotsford, BC
Gabriola Land and Trails Trust
Tom Cameron - President - Gabriola Island, BC
Georges River Land Trust
- Rockland, ME
GrassrootsCarbon-PastureMap
PastureMap - San Antonio, TX
Humane Society Wildlife Land Trust
- Washington, DC
Islands Trust Fund
- Victoria, BC
Islesboro Islands Trust
Steve Miller - Executive Director - Islesboro, ME
John Sanderson
Center for Collaborative Conservation - Director - Fort Collins, CO
Julie Ann Gustanski, PhD, LLM
Resource Dimensions - Principal - Gig Harbor, WA
Kawartha Heritage Conservancy
- Peterborough, ON
Kittery Land Trust
Christine Bennett - Executive Director - Kittery, ME
Land Conservancy for Kingston, Frontenac, Lennox & Addington
- Kingston, ON
Land Trust Alliance
- Washington, DC
Land Trust Alliance of British Columbia
Sheila Harrington - Programs Director - Victoria, BC
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
Malaspina Land Conservancy
Janet Alred - President - Powell River, BC
Michael Hart
LandVest, Inc. - Senior Appraiser - Boston, MA
Midcoast Conservancy
- Edgecomb, ME
Nanaimo Area Land Trust
- Conservation Covenants Coordinator - Nanaimo, BC
Nature Conservancy of Canada
National Office - Toronto, ON
Nature Manitoba
Roger Turenne - President - Winnipeg, MB
Nature Trust of British Columbia
- BC Conservation Land Manager - Vancouver, BC
Nature Vancouver
Daniel Overmyer - Vancouver, BC
New England Forestry Foundation
Lisa Hayden - Outreach Manager - Littleton, MA
North American Land Trust
- Chadds Ford, PA
North Haven Conservation Partners
Nibs Nichols - Executive Director - North Haven, ME
Northeast Wilderness Trust
- Montpelier, VT
Open Space Institute
Jennifer Grossman - Vice President New York Land Program - New York, NY
Pender Islands Conservancy
Sylvia Pincott - Pender Island, BC
Pleasant River Wildlife Foundation
Lois Winter - Executive Director - Addison, ME
Quadra Island Conservancy and Stewardship Society
George Barabas - Heriot Bay, BC
Rocky Mountain Elk Foundation
- Missoula, MT
Saco Valley Land Trust
- Saco, ME
Sage Advisors, LLC
- West Chester, PA
Salt Spring Island Conservancy
Linda Gilkeson - Executive Director - Salt Spring Island, BC
Sanford-Springvale Mousam Way Land Trust
Gordon Johnston - President - Sanford, ME
Saskatchewan Wildlife Federation Habitat Trust Fund
- Moose Jaw, SK
Savary Island Land Trust Society
Liz Webster - Executive Director - Lund, BC
Sheepscot Valley Conservation Association
Steve Patton - Transition Director - Wiscasset, ME
Silva Forest Foundation
Susan Hammond - Slocan Park, BC
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
The Trustees of Reservations
- Boston, MA
Trout Unlimited
Chris Wood - President and Chief Executive Officer - Arlington, VA
Vinalhaven Land Trust
- Vinalhaven, ME
Waterloo Region Nature
- Waterloo, ON
Western Foothills Land Trust
Lee Dassler - Executive Director - Norway, ME
Wetlands America Trust
- Memphis, TN
Windham Land Trust
- Co-Presidents - Windham, ME
Qualified Intermediaries for 1031 Exchanges
Asset Preservation, Inc.
- Roseville, CA
Atlas 1031 Exchange, LLC
Andy Gustafson - Certified Exchange Specialist - Naples, FL
David J. Perkins
Curtis Thaxter - Portland, ME
Exeter 1031 Exchange Services, LLC
Elizabeth Harris - Vice President, Marketing & Business Development - San Diego, CA
First American Exchange Company
Janna Perret - VP/Central Region Manager - Mandeville, LA
Jewell & Bulger
Thomas Jewell - Portland, ME
Marie Flavin, Esq.
Investment Property Exchange Services, Inc - Senior Vice President / Regional Manager - Armonk, NY
Norman Hansen & Detroy
Lorri A. Hall - Office Services - Portland, ME
Stephen Davis
Safe Harbor Asset Management - Huntington, NY
Stewart Title Guaranty Company
Brenda Muller - Agency Sales Representative - Cayce, SC
Wade Wright
1031 Qualex, LLC - Attorney - Qualified Intermediary - FAYETTEVILLE, AR
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
Timothy P. Benoit
Perkins Thompson - Attorney - Portland, ME
Water Street Solutions
- Peoria, IL
Tax Law Attorneys
Christopher S. McLoon
Verrill Dana LLP - Partner - Boston, MA
Eliza Cope Nolan
Bernstein Shur - Shareholder - Portland, ME
Gretchen Jones
Eaton Peabody - Brunswick, ME
John W. Geismer
Norman Hanson DeTroy, LLC - Member - Attorney - Lewiston, 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
Maureen E. Keegan
Curtis Thaxter LLC - Portland, ME
Nathaniel Putnam
Eaton Peabody - Bangor, ME
Norman Hansen & Detroy
Lorri A. Hall - Office Services - Portland, ME
Paul Driscoll
Norman Hanson DeTroy, LLC - Member - Attorney - Portland, ME
Russell B. Pierce, Jr.
Norman Hanson DeTroy, LLC - Member - Attorney - Portland, 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