Stephen J. Small, tax attorney and author of the “Preserving Family Lands” series and recognized as the nation’s leading authority on private land protection strategies, is bringing his expertise to Charleston. In his informative and engaging manner, Mr. Small will share his knowledge and three decades of experience with the professional advisors working on conservation easement and other land protection projects with their clients. Additional speakers include experienced professionals in these fields including Robert M. Baldwin, Burnet R. Maybank III, Marvin N. Davant, Barbara G. Holmes, Chris Vaughn and Garrett J. Budds.

The comprehensive full-day Friday continuing education program on conservation easements also includes a special Thursday night seminar focusing on estate planning and charitable giving tools relating to land protection. A panel of well-known local practitioners will join Mr. Small in engaging audience participation to explore the real-world use of these tools. This panel will be moderated by Robert M. Baldwin and includes Scott Y. Barnes, Jim Kuyk, and J. Conrad Zimmerman.

Thursday, September 17, 2015

Estate Planning and Charitable Giving Tools Land Protection Strategies

Friday, September 18, 2015

Conservation Easements in SC: Protecting Land in Perpetuity

overview

PRESERVING LAND in PERPETUITY

CONSERVATION EASEMENTS

CONTINUING PROFESSIONAL EDUCATION SEMINAR

•

featuring Stephen J. Small, Esq., author of Preserving Family Lands

Presented by the Lowcountry Open Land Trust Co-Sponsored by the SC Association of CPAs

Lowcountry Open Land Trust | 43 Wentworth Street | Charleston, SC 29401 | 843.577.6510 | www.lolt.org

Lowcountry Open Land Trust | 43 Wentworth Street | Charleston, SC 29401 | 843.577.6510 | www.lolt.org

Estate Planning and Charitable Giving Tools Land Protection Strategies featuring Stephen J. Small

Presented by the Lowcountry Open Land Trust

Co-Sponsored by the South Carolina Association of CPAs

Title Sponsors: CompassSouth Appraisals Baldwin & Associates The Zimmerman Warren Group of Robert W. Baird & Co. Grant & Kuyk, P.C.

Supporting Sponsors: JPEG Environmental Group Edisto Island Open Land Trust French Quarter Inn

Nexsen Pruet Ted’s Butcherblock

Thursday, September 17, 2015 6:00pm-7:30pm

No cost for September 18 attendees and landowners; $50 for attendees receiving professional education credits without attending Friday seminar

Attorneys 1.5 hours CLE credit, includes Estate Planning & Probate Law and Taxation Law specialization credits CPAs 1.5 CPE hours

Date Time

Cost

Continuing Education

Credits

PROGRAM SCHEDULE

Conservation Easements in South Carolina: Preserving Land in Perpetuity featuring Stephen J. Small

Friday, September 18, 2015 9:00am-4:00pm; check in at 8:30am

$300 (includes optional Thursday night seminar at no charge as well as lunch, course materials and continuing education credit reporting)

Attorneys 6.25 hours CLE credit CPAs 6.5 hours of CPE credit

Date Time

Cost

Continuing Education

Credits

registration information

location

parking

additional information

Please call the Land Trust Office at (843) 577-6510

CPAs must register through the SC Association of CPAs website at www.scacpa.org/conservation

Deadline for registration: September 16, 2015

Lowcountry Open Land Trust 43 Wentworth Street Charleston, SC 29401 Redeemer Auditorium

Parking available in the Palmetto Parking Garage at 69 Wentworth Street across from the Renaissance Hotel

Please call (843) 577-6510 ext. 675 or email Barbara Holmes at bholmes@lolt.org

Estate Planning and Charitable Giving Tools: Land Protection StrategiesThursday, September 17 5:30 PM – 6:00 PM Refreshments

6:00 - 6:45 Estate Planning and Charitable Giving Tools Stephen J. Small

6:45 - 7:30 Panel Discussion: Estate Planning Considerations in Practice

Robert Baldwin, Moderator

Scott Y. Barnes Jim Kuyk Stephen J. Small Conrad ZImmerman

7:30 - 8:00 Reception

Conservation Easements in SC: Protecting Land in PerpetuityFriday, September 18 8:30 AM - 9:00 AM Registration

9:00 - 9:15 Welcome and Introduction Bradford Marshall Ashley Demosthenes

9:15 - 10:00 Qualified Conservation Contribution Conservation Purposes §170(h) (incl. Easement Holder Considerations)

Stephen J. Small

10:00 - 10:45 Tax Benefits of Conservation Easements Robert Baldwin

10:45 - 11:00 Morning Break

11:00 AM - 12:00 PM Preparing Your Client’s Tax Return Package - Ensuring Deductibility

Stephen J. Small

12:00 - 12:30 Lunch Table Discussion

12:30 - 1:15 Legislative Update Non-Easement Charitable Giving Rules

Burnet R. Maybank III

1:15 - 2:30 Panel Discussion: Conservation Funding Opportunities

Marvin Davant Burnet R. Maybank III Barbara G. Holmes Chris Vaughn

2:30 - 2:45 Afternoon Break

2:45 - 3:45 The Road to Perpetuity: After the Grant of Easement

Garrett J. Budds Barbara G. Holmes

3:45 - 4:00 Course Evaluations, End

AGENDA