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- Asset
Planning.
27 acre forest property, Huntingdon Valley, PA
Developed sequential conservation easement gifting plan
to meet client financial objectives with reserved building lots.
- Asset
Management.
$1.5 million, 600 acres lake property, Pike County,
PA
Negotiated bargain sale and conservation easement agreement
to sell development rights.
- Conservation
Sale.
19.5 acres Unami Valley, PA
Bargain sale of development rights to regional lands trust.
- Asset
Planning and Donation. $7.25
million, two lot/33 acre gift to Nantucket Conservation
Foundation
- Subdivision
Approval.
6 lot subdivision on 2000 acres Woodstock, NY
Negotiated contracts for sale of conservation easements
on 1300 acres.
- Voluntary
Donation. 4.25 acre conservation
easement. Jarrettown, PA
yielding a $350,000 tax deduction.
- Conservation
Sale. $550,000, 9.77 acres
Huntingdon Valley, PA
60 percent of site preserved as open space
- Asset
Planning.
$3.5 million, 500 acre property, Bucks County,
PA
- Estate
Planning.
$1.5 million, 22 acre property, Huntingdon Valley, PA
Recorded conservation easement on 19 acres yielding a
$780,000 tax deduction
- Site
Planning, Approvals, Sale.
$990,000 sale of 10.68 acre, 10 lot residential
subdivision, Huntingdon Valley, PA; 3.68 acres gifted
to adjacent land trust.
- Asset
Planning
for $1.7 million, 42 acre property, East Pikeland
Township, Chester County, PA. Recorded conservation easement
on 39 acres yielding a tax benefit of $345,000.
- Ecological
Inventory and Stewardship Management Plan.
176 acres Montgomery County, PA. Recorded easements on
167 acres reserving four future building sites; $1.8 million
tax benefit.
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