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Introduction to Conservation Easement Valuation

FULL   Date: November 12, 2009   Location: Natick, MA
 
  Seminar    
Category  General [Gen]  
Attendance Hours  7.0  
Current Price  $ 200.00 Member
$ 250.00 Regular
 
  Instructor    
Jonathan H. Avery, MAI, SRA  
    
 
  Location    
Name  Courtyard by Mariott Boston/Natick  
Address  342 Speen Street  
City  Natick  
State  MA  
Zip  01760  
 
Click Here to check state approvals
    
 
  Sponsor / Contact    
Chapter  Massachusetts
Website  www.ma-appraisalinstitute.org  
Contact Name  Lianne Andreucci  
Email  l.andreucci@comcast.net  
Phone  (781) 397-8922  
Fax  (781) 388-9052  
 
  Description    
This one-day seminar provides an overview of our extensive five-day certificate program and introduces the complex world of conservation easement valuation. Become familiar with the history, basic terminology, and documents associated with conservation easement appraisals. Learn about the problems that arise when valuing conservation easements under different scenarios and the concerns and controversies that exist. Examine highest and best use issues, valuation, and reporting requirements.

At the end of this seminar, participants will be able to
  • Recognize the relationship between ownership rights and conservation easements

  • Understand the IRS distinctions relating to a qualified appraiser and a qualified appraisal

  • Recognize that the before-and-after method is the preferred valuation technique for conservation easements

  • Identify the differences between a highest and best use analysis, both before and after encumbrance with a conservation easement

  • Distinguish between a conventional appraisal, a Yellow Book appraisal, and an IRS appraisal in conservation easement valuation assignments, and understand how the property to be appraised is determined under each type of appraisal

  • Understand how each of the three approaches to value is applied and relied upon in the valuation of conservation easement
Who Should Enroll
  • Nonresidential real estate appraisers

  • Assessors

  • Land Trust Staff

  • Attorneys
 
  Equipment    
A normal-function calculator is suggested.
 
  Disclaimer    
Cancellation Policy
  • Up To 15 days prior to program start date, refund in full.
  • 7 - 14 days prior to program start date, $50.00 cancellation fee.
  • Less than 7 days prior to program start date, forfeit of payment.
  Transfer Policy
  • Up To 15 days prior to program start date, no transfer fee.
  • 7 - 14 days prior to program start date, $25.00 transfer fee.
  • Less than 7 days prior to program start date, no transfer allowed.
   
Registration Information - Reservations are on a first come, first serve basis. Only those reservations that include full payment will be considered. Space is not guaranteed for those who register after the registration deadline. Priority is given to students enrolling for more than one course. Seating is limited and sessions may fill quickly. Register early. Students without materials may not take the course. A minimum enrollment is required to be able to offer these courses. We reserve the right to cancel or re-schedule this course if a minimum enrollment is not met. If the course is cancelled, you will be notified and given a full refund. Consequently, we do not recommend purchasing non-refundable airline tickets. All cancellations must be submitted in writing. Confirmed students should not assume that cancellation has been granted until a confirmation has been received. Other Information If you have a disability and require accommodation, please notify the chapter office at least two weeks in advance and we will arrange for reasonable accommodation. We reserve the rights to cancel, limit, or reschedule the course and to change faculty assignments and facility locations at any time. APPRAISER QUALIFICATION HOURS & ATTENDANCE POLICY The Appraisal Institute enforces attendance requirements mandated by state licensing and certification regulatory agencies. The Appraisal Institute issues certificates for state certification/licensing or state continuing education credit that verify successful completion and attendance of 100% with your grade notification letter. One hundred percent (100%) attendance is required for all Appraisal Institute education programs. Credit and a course completion certificate can only be issued by attending 100% of the course. Please plan accordingly and be on time as late arrival or leaving early could jeopardize your receiving a certificate of attendance. Makeup of missed sessions is not allowed. Disability - If you have a disability and may require some accommodation, please notify the chapter office in writing at least two weeks in advance of each course and we will arrange for reasonable accommodation

Program materials will be picked up at the site.
 
  Additional Information    
Course Location:

Courtyard By Marriott Boston/Natick
342 Speen Street
Natick, Massachusetts

Registration: 8:30 am
Classroom Hours: 9:00 am - 5:00 pm

Seminar materials, shipping fees, and AM break included in tuition. Lunch and afternoon break is "on your own".

Directions: Take exit 13 off Mass Pike (I-90). Follow signs for Rte 30 east. Take 1st right onto Speen St. Hotel is on the right.

Early Registration Fee until 10/23

  Hotel Information  

 

 
 
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