How to Add and Remove a Conservation Easement

How To Add/Remove Conservation Easement From Your Property

Updated on August 21, 2024

Conservation easements are essential tools for preserving natural landscapes and protecting valuable ecological resources. They offer landowners a way to conserve their property while retaining ownership.

However, the processes of adding and removing conservation easements are distinct and require careful consideration. This blog post explains how to establish a conservation easement on your property and the rare and complex process of removing one.

Adding a Conservation Easement

Understand the Concept

Before proceeding, it’s crucial to understand what a conservation easement entails. A conservation easement is a voluntary legal agreement between a landowner and a land trust or government agency that restricts certain uses of the land to protect its conservation values.

Step 1: Identify a Partner

The first practical step in adding a conservation easement is to identify a suitable partner, typically a land trust or a government conservation agency. These organizations can provide guidance, support, and the necessary legal framework to establish the easement.

Step 2: Conduct a Property Assessment

The chosen partner will likely conduct a thorough assessment of the property to determine its conservation value. This assessment will evaluate the land’s ecological, historical, or scenic significance and help outline the specific restrictions that will be included in the easement.

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Step 3: Develop the Easement Agreement

Working closely with the land trust or agency, the landowner will develop the easement agreement. This document details the restrictions on land use, outlining prohibited activities such as development or certain agricultural practices. It also specifies any rights the landowner retains, such as the right to farm or harvest timber sustainably.

Step 4: Appraisal and Tax Benefits

A qualified appraiser must determine the value of the conservation easement. This appraisal considers the difference between the land’s value without restrictions and its value with the easement in place. This value can provide significant federal and state tax benefits, as the donation of the easement is often tax-deductible.

Step 5: Legal Review and Recording

The final easement agreement should be reviewed by legal counsel to ensure it meets all legal requirements and adequately protects the landowner’s interests. Once finalized, the easement is recorded with the local government, making it a binding, permanent restriction on the property.

Step 6: Ongoing Management

After establishing a conservation easement, the land trust or agency will periodically monitor the property to ensure compliance with the easement terms. This monitoring ensures that the conservation values are maintained and that any potential violations are addressed.

Removing a Conservation Easement

Removing a conservation easement is significantly more complex and rare compared to establishing one. Conservation easements are designed to be permanent, providing lasting protection for the land. However, under extraordinary circumstances, removal may be possible.

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Step 1: Understand the Legal Framework

Before attempting to remove a conservation easement, it’s essential to understand the legal framework and the original terms of the easement. Most conservation easements are intended to be perpetual, and removal can only occur if the terms explicitly allow it or if there is a compelling public interest.

Step 2: Identify a Justifiable Reason

Valid reasons for removing a conservation easement typically involve changes in circumstances that make the easement’s original conservation goals impossible to achieve. This could include significant environmental changes, legal issues, or other unforeseen events that fundamentally alter the property’s conservation value.

Step 3: Obtain Consent from Easement Holder

The landowner must obtain consent from the entity that holds the easement, usually a land trust or government agency. This step is often the most challenging, as these organizations are committed to preserving the easement’s conservation goals.

Step 4: Legal Proceedings

If the easement holder agrees, legal proceedings will be necessary to remove the easement. This process involves filing a petition in court and demonstrating that removing the easement serves the public interest or complies with the terms of the original agreement. Courts generally uphold conservation easements, so a compelling case is required.

Step 5: Address Financial and Tax Implications

Removing a conservation easement can have significant financial and tax implications. The original tax benefits received from the easement donation might need to be repaid, and the property’s value could change significantly. Consulting with financial and legal advisors is crucial to navigate these complexities.

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Step 6: Record the Removal

If the court approves the removal, the change must be recorded with the local government to officially amend the property’s status. This step finalizes the removal process and updates the public records.

Conclusion

Adding a conservation easement to your property is a structured process that involves collaboration with conservation organizations, careful planning, and legal documentation. It provides lasting protection for valuable land while offering potential tax benefits.

Conversely, removing a conservation easement is an exceptionally rare and challenging process, requiring legal proceedings and compelling justification. Both actions have significant implications for landowners and the environment, emphasizing the importance of careful consideration and professional guidance.

If you are navigating the complex process of adding or removing a conservation easement from your property, the Los Angeles based attorneys at Schorr Law are here to help. With extensive experience in real estate law and environmental regulations in the state of California, our team can guide you through every step to ensure your rights and interests are fully protected. Don’t leave your property’s future to chance—contact Schorr Law today to schedule a consultation and secure the expert legal support you need. Call us at 310-954-1877 or fill out our contact form to get started.

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