Conservation Easements - What Attorneys and Advisors should know

Date: Wednesday, January 18, 2023
Time: 7:30am - 9:00am
Location: The Bucks Club - 2600 York Rd. Jamison, PA
Speaker: Bill Kunze - President of Heritage Conservancy

For nearly 65 years, Heritage Conservancy has worked closely with landowners to help ensure that their visions for their properties are realized. Heritage Conservancy has helped to protect more than 16,000 acres with this landowner- and donor-centric approach, including some of the most beautiful and most important lands in our region. Incorporating estate planning opportunities into the conversation has strengthened the organization’s ability to help landowners and other supporters achieve their goals. 

Gifts of land can be complicated and vary greatly depending on the circumstances presented. Heritage Conservancy has found that it is helpful to include a land trust in the planning conversation, before the gift is made, to ensure that the landowner’s vision can be achieved. 

Bill Kunze, President of Heritage Conservancy, will discuss a variety of estate planning scenarios the organization has encountered, how it has helped fulfill donors’ wishes through their estate plans, and how these gifts have contributed to land conservation outcomes that protect the special character of our region 

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