Case Studies in Local Conservation Easements and Historic Preservation Easements

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Presented by Via ZOOM - Live Distance Education - 5 Hours of CE

 

Continuing Education Credit:

New York State CE - 5 Hours - Approved

New Jersey State CE - 5 Hours - Approved

Appraisal Institute CE - Approved

The class will open at 8:00 am Eastern Time to check devices and ensure you can meet the Virtual education requirements.

Roll call will start at 8:30 am sharp.

100% attendance required with audio video requirements met for the 100% requirement.

Description of Program:

8:30 AM Start                                                                                                                       

 

Part 1: Morning: Overview of Conservation Easements on Land: Property Rights in Use, Occupancy, Access, and Control That Affect Value

 

·         Use Rights, Control Rights- legal development potential, land disturbance rights

Existing structures and permitted additional structures; Holder of Easement rights

·         Access and Occupancy Rights- will there be Life Estate rights retained, or a public access trail?

·         Permanent Easement or Expires after Specific Time Period?

Part 2: Morning: Specific Conservation Easement Issues that Vary for Individual Properties

 

·         Severable vs. Non-Severable rights for future lot areas

·         Effect of Easements on Access to Conserved and Excepted areas; is remaining access over wetland?

·         Overview of IRS Tax Credit Rules for Conservation Easements

·         Local Examples of Conservation Easement properties

·         Are other uses permitted on Conserved farms, such as winery, solar farms, solar canopies, events/weddings?

 

Part 3: Afternoon: Overview of Permanent and Temporary Historic Easements: Designation of Historic Properties, SHPOs and National Trust for Historic Preservation; NY Case Study Examples

                                                                                                                                               

·         Historic Preservation Easements: Permanent vs. Specified Length

·         Easements are described in detailed, signed documents

·         What building and land components are Covered

·         Continued . . .

·         How Historic Easements and Preservation are Administered

·         What Uses and Rights are severed from Fee Simple “Before the Historic Easement” Value, and what Uses and Rights remain, and maintenance/repair and public access requirements in the “After the Historic Easement” Value.

·         Local Examples of Historic Preservation Easement Properties

 

Conclusion and Questions

 

END 2:30 PM

Cancellation Policy

Cancellation Policy: 

Up To 15 days prior to program start date, refund in full. 8 - 14 days prior to program start date, $35.00 cancellation fee. 7 days prior to program start date, forfeit of payment. All cancellation requests must be submitted in writing. We reserve the right to cancel, limit, or reschedule the course and to change faculty assignments and facility locations at any time. Prospective students should confirm their registration before making any non-refundable airline reservations.

Additional Information

THIS CLASS WILL BE HELD VIA VIRTUAL INTERACTIVE CLASSROOM TECHNOLOGY. STUDENTS ARE REQUIRED TO HAVE A COMPUTER, WEBCAM AND MICROPHONE. IT IS THE STUDENT'S RESPONSIBILITY TO HAVE THE REQUIRED EQUIPMENT TO PARTICIPATE AND RECEIVE CREDIT. Virtual Classroom Guidelines: Students must have a computer, webcam and microphone capability to participate and receive continuing education credit. If you have a Lenovo laptop, you must have the Lenovo Vantage App installed on your computer for the webcam to operate. The platform will be interactive and live. The instructor must be able to physically see and interact with all students and students must be able to see and interact with the instructor. A copy of your driver's license must be emailed to the Chapter office as verification after you have registered for the offering prior to the start date. You will receive a separate email from the chapter office with log-in access information. Please contact the chapter office if you have any questions regarding the participation guidelines at: midhudsonai@yahoo.com ZOOM access link will be emailed to student prior to the offering in separate email from registration confirmation. You do not need a paid account from ZOOM to participate. If you are using your Ipad/Iphone/smartphone please download the ZOOM app prior to offering. Please check your webcam privacy settings on your computer.

Disclaimer Information

Please note that not all states have approved Virtual education, therefore, registrants MUST CHECK their individual states for approval BEFORE registering for the Program.  Before registering for the Program, registrants understand and agree that continuing education credit for this program MAY NOT be available in their state on the date of the Program. The Appraisal Institute is not responsible if credit is not available for the Program in individual states.  

National Disclaimer

This Educational Program was developed by an outside party. The Appraisal Institute Chapter made arrangements for the Third-Party to offer the Program with the intent of addressing topic(s) based on a certain chapter or local need for such topic, solely educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program and does not endorse the Program or its content.

The content of this Program, including but not limited to any written materials and presenter comments, does not represent the viewpoint of the Appraisal Institute (defined as including but not limited to, the national organization, its Regions, Chapters, members, candidates, affiliates and staff) unless formally adopted by the national Board of Directors. Further, the Appraisal Institute has not peer-reviewed or approved the content of the Program and does not warrant the accuracy or timeliness of the content of the Program. The Appraisal Institute does not publish examination review materials. The content of the Program is subject to court decisions and local, state and federal laws and regulations and any such revisions of such laws and regulations.

This Program is presented with the understanding that the Appraisal Institute is not engaged in rendering legal, accounting or other professional advice or services. Nothing in the Program is to be construed as the offering of such advice or services. If expert advice or services are required, attendees and readers are responsible for obtaining such advice or services from appropriate professionals.