Solution Snapshots

Giving Creatively – Donating challenging assets.

A client family owned a large parcel of land, a portion of which was covered by a conservation easement.  After more than a decade of ownership, the family was unsure of what to do with the land and was growing tired of the property management challenges.  The lack of a long-term plan left the property — and the family — in limbo. Please see disclosures at the end of this brief. 

Attached brief

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