September 26, 2019 @ 11:00 am – 5:00 pm
Sirote & Permutt, PC
2311 Highland Ave
Birmingham, AL 35205
Pam Paulk

The Alabama Chapter and the Georgia-Alabama Land Trust are partnering to present a seminar that addresses current information and issues when valuating Conservation Easements. This timely seminar will address current legal and valuation issues associated with appraising Conservation Easements. Subject Matter experts from the various facets of the Conservation Easement realm will provide insight into their role in the process.

11:00 – 11:45: Registration and Lunch

11:45 – 12:45: Ronald Levitt, Attorney Shareholder, and Greg Rhodes, Attorney, Sirote & Permutt, P.C., “Recent Legal Developments Regarding Conservation Easements”

12:45 – 2:00: John E. “Josh” Hall, MAI, Senior Managing Director, Valbridge Property Advisors, and Philip E. Paulk, MAI, SRA, AI-GRS, Managing Partner, The Paulk Group, “Panel: Appraisal of Conservation Easements – General Principles and Appraisal of Mineral Rights”

2:00 – 2:15: Break

2:15 – 3:15: Katherine Eddins, Executive Director, Georgia-Alabama Land Trust, Inc., “Recent Developments in Conservation Easement Due Diligence and Drafting”

3:15 – 4:00: Orman Wilson, CPA, Tax Manager, JamisonMoneyFarmer PC, “Accounting Issues Presented by Conservation Easements”

4:00 – 5:00: Katherine Eddins, Executive Director Georgia-Alabama Land Trust, Inc., “Land Trusts and Conservation Easements – Ethical Issues” (Ethics CLE credit)

5:00 – 6:00: Reception.


AI Fee: $125, Standard Fee: $125

Approved for 5 hours CE Credit Alabama Real Estate Appraisers Board
Approved for 3 hours CE Credit Alabama Real Estate Commission
Approved for 5 hours CE Credit Georgia Real Estate Appraisers Board
Approved for 5 hours CE Credit Georgia Real Estate Commission
CPA-Approved for 6 hours of CPE, including 1 hour of accounting and auditing CPE
Forestry-Approved for 5 hours of CFE, Alabama Forestry Education Credit
Attorney-This course or a portion thereof has been approved by the Mandatory Continuing Legal Education Commission of Alabama for a maximum of 5,  including 1 hour of ethics


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