About the seminar

Join the Freshwater Land Trust to learn about conservation easements and the current and evolving issues related to them. Attorneys, accountants, and financial advisors will learn about the structure and tax benefits of conservation easements, and landowners will learn how to use easements to achieve their conservation goals. The seminar will be led by Tim Lindstrom, nationally recognized specialist in conservation easement law and author of “A Tax Guide to Conservation Easements.”

Tim Lindstrom headshotTim Lindstrom, nationally recognized specialist in conservation easement law and author of “A Tax Guide to Conservation Easements”

Seminar schedule

8:30-9:00: Coffee and registration
9:00-9:15: Welcome and introductions
9:15-10:45: Basics of conservation easements: qualified conservation contributions and conservation purposes
11:00-12:15: Tax benefits of conservation easements
12:30-1:30: Lunch panel with Tim Lindstrom; Frank Walburn, Senior VP and Timber Fund Manager at Regions Bank; and Jerry Lanning, real estate attorney and Freshwater Land Trust’s Vice President & General Counsel.
1:45-3:00: Ethical considerations of easement syndications
3:15-4:15: Questions, closing remarks, and evaluations

About conservation easements

A conservation easement is a voluntary legal agreement between a landowner and a land trust or government agency that permanently limits uses of the land in order to protect its conservation values. Landowners retain many of their rights, including the right to own and use the land, sell it and  pass it on to their heirs.

Conservation easements are a valuable tool for landowners interested in protecting the natural values of their land while maintaining ownership. Landowners who donate a conservation easement may qualify for state and federal tax benefits, and conservation easements provide valuable financial and estate planning opportunities for landowners and their financial, legal, and real estate advisors.

Learn more about conservation easements.

Download seminar invitation.

Thank you to our seminar sponsors!

Butler Snow

DiPiazza, LaRocca Heeter & Co.

Raymond James

The Title Group

Details & Registration

Thursday, October 5, 2017

9 AM – 4 PM

Vulcan Park & Museum

1701 Valley View Drive

Birmingham, AL 35209

To pay by check: please print and mail in our registration form.

Available continuing education credits:

  • 4.0 CLE credits (including 1.0 ethics credit, Alabama State Bar Mandatory Continuing Legal Education)
  • 4.0 CFP credits (Certified Financial Planner Board of Standards)
  • 8.0 CPA credits (Alabama State Board of Public Accountancy)

Registration fee:

  • $250: Individuals receiving CFP, CPA, and/or CLE credits
  • $200: Individuals not receiving continuing education credits
  • Registration includes lunch and, when applicable, continuing education reporting