Presented speeches, seminars, and tax planning workshops, including Continuing Legal Education programs, in more than 40 states
Presented more than 75 workshops at annual national land trust conference (“Rally”) run by Land Trust Alliance
Have been advisor to more than five hundred individual, family, and corporate property owners in more than 40 states on federal tax planning for conservation and preservation easement donations (and bargain sales), including farms, ranches, forestland, family estates, coastal, and island properties
Advisor to the landowner in what we believe was the largest conservation purchase by a government agency at that time (purchase price in excess of $100,000,000)
Advisor to the prospective purchaser (state government agencies) in an offer to acquire multi-thousand acre parcel in an acquisition that, if successful, would have become the largest conservation purchase at that time (purchase price a multiple of $100,000,000)
Counsel to the easement holder in the largest in the (in terms of acreage) conservation easement transaction to date (more than 750,000 acres)
Counsel to the easement holder in what we believe was the largest conservation purchase by a non-profit to at that time (purchase price in excess of $60,000,000)
Counsel to the donor in what we believe was at that time the second-largest conservation easement donation (by acreage) in the United States
Counsel to landowners in audits by the IRS of conservation easement donations
Please visit the Law Office of Stephen J. Small, Esq., P.C., website for further information.
