Tax and Estate Planning in Tulare County

 1031 Exchanges

   
Show Articles on 1031 Exchanges (5)
13 Components of a Successful Transferable Development Right Program
By:

For those of you who don’t know, TDR stands for Transferable Development Rights. Simply put, these are typically programs that are designed by local government to allow for the free market transfer of subdivision or development rights from a rural (agricultural and/or conservation) zone to a designated development zone within a jurisdiction.& ...

 

Like-Kind Exchanges of Conservation Easements
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Certain individuals who own land with significant conservation value, for example landowners of wildlife habitat or open space, can preserve the character of their land, obtain additional property, and defer taxes on the transaction, all at the same time.

 

What is a Like Kind Exchange?
By:

Internal Revenue Code section 1031 establishes the rules for like-kind exchanges. This is a tool that can be used by private landowners to defer real estate transfer taxes by exchanging one piece of property for another.

 

Year End Exchanges
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Like-kind exchanges that commence in one tax year and end in a subsequent tax year are sometimes called Year End Exchanges. Year End Exchanges contain some unique benefits and some hidden pitfalls.

 

Qualified Intermediaries
By:

A qualified intermediary (QI) is a neutral party who may assist a landowner in facilitating a like-kind exchange. The QI enters into a written agreement, known as the exchange agreement, with the landowner.

 

Show 1031 Exchanges Organizations & Professionals (258)
There are 258 resources serving Tulare County in the following categories:
map itMap of 1031 Exchanges Organizations & Professionals serving Tulare County
Agricultural Law Attorneys
Anne K. Secker
Noland Hamerly Etienne & Hoss - Salinas, CA
Anthony N. DeMaria
McCormick Barstow LLP - Fresno, CA
Arielle O. Harris
Downey Brand LLP - Associate - San Francisco, CA
Baker, Manock & Jensen, PC
Christopher L. Campbell - Fresno, CA
Barry H. Epstein
Allen Matkins - San Francisco, CA
Boutin Jones Inc.
- Woodland, CA
Brian F. Simas
Kirk & Simas - Santa Maria, CA
Carol A. O'Neil
McCormick Barstow LLP - Fresno, CA
Dale A. Stern
Downey Brand LLP - Partner - Sacramento, CA
Dias Law Firm
Michael A. Dias - Hanford, CA
Farmers Legal Action Group
- St. Paul, MN
G. Braiden Chadwick
Downey Brand LLP - Partner - Sacramento, CA
Horswill, Mederos & Soares, Attorneys at Law
Dennis Mederos - Tulare, CA
James D. Schwefel, Jr.
Noland Hamerly Etienne & Hoss - Salinas, CA
James M. Ash
Husch Blackwell LLP - Kansas City, MO
James M. Ash
Husch Blackwell LLP - Kansas City, MO
James R. Moore
Boutin Jones Inc. - Shareholder - Sacramento, CA
Jeff Dodd
Coblentz, Patch, Duffy & Bass LLP - Associate - Napa, CA
Jeffer Mangels Butler & Mitchell
- Los Angeles, CA
Jenny Loda
Law Office of Jenny Loda - Oakland, CA
John C. McCarron
Downey Brand LLP - Partner - Sacramento, CA
Karen Gjerdrum Fothergill
Andre, Morris & Buttery - Santa Maria, CA
Laura A. Schroeder
Schroeder Law Offices, PC - Portland, OR
McCarthy & Rubright
Emily Jackson - Red Bluff, CA
Noland Hamerly Etienne & Hoss
Gilroy Office - Gilroy, CA
Noland Hamerly Etienne & Hoss
King City Office - King City, CA
Noland, Hamerly, Etienne & Hoss
Salinas Office - Salinas, CA
Patrick G. Mitchell
Downey Brand LLP - Partner - Roseville, CA
Randy Meyenberg
Noland Hamerly Etienne & Hoss - Salinas, CA
Rauber & Johnson, Attorneys at Law
James C. Johnson - Visalia, CA
Robert P. Soran
Downey Brand LLP - Partner - Sacramento, CA
Stan O. Van Vleck
Downey Brand LLP - Partner - Sacramento, CA
Therese Ure
Schroeder Law Offices, PC - Portland, OR
Timothy J. Baldwin
Noland Hamerly Etienne & Hoss - Salinas, CA
Victoria R. Bernhardt
McCormick Barstow LLP - Fresno, CA
W.F. Docker
McCormick Barstow LLP - Fresno, CA
Ward R. Stringham, Attorney at Law
Ward R. Stringham - Tulare, CA
Estate Planners
California FarmLink
- Santa Cruz, CA
Cambyses Capital
Steven J Roy - Chief Operating Officer - Toluca Lake, CA
Christina Gallagher Nelson
Greene Radovsky Maloney Share & Hennigh LLP - Partner - San Francisco, CA
Christopher B. Johnson
- Attorney at Law - Pasadena, CA
Curtis Rindlisbacher
Perkins, Mann & Everett - Partner - Fresno, CA
D. Keith Bilter
Friedman, McCubbin, Spalding, Bilter, Roosevelt & Montgomery - San Francisco, CA
D. Steven Yahnian, JD, CPA, LLM
Yahnian Law Corporation - Attorney at Law - Visalia, CA
David A. Diamond
Hines Carr Diamond LLP - Napa, CA
Dennis A. Fordham
- Lakeport, CA
Ellen I. Kahn
Partner - Sideman & Bancroft LLP - San Francisco, CA
Giancarlo Estrada
Estrada Legal, PC - Phoenix, AZ
Jan T. Perkins
Perkins, Mann & Everett - Partner - Fresno, CA
Janet L. Brewer
The Law Office of Janet L. Brewer - Palo Alto, CA
Jonathon Petty
Wright & Wright Attorneys at Law, Inc. - Attorney - Fresno, CA
Judith Wright
Wright & Wright Attorneys at Law, Inc. - Attorney - Fresno, CA
Kent W. Silvester
Boutin Jones Inc. - Shareholder - Sacramento, CA
L. Stuart List
Boutin Jones Inc. - Shareholder - Sacramento, CA
Legacy by Design
Kevin Spafford, CFP® - Founder - Yuba, CA
Leticia Martinez
Law Office of Leticia Martinez - Owner - Visalia, CA
Marcella Downing
Howk & Downing, LLP - Partner - Fresno, CA
MARGARET R. ROISMAN
Roisman Henel, LLP - Oakland, CA
McCarthy & Rubright, LLP
Steve McCarthy - Partner - Red Bluff, CA
Philip A. Robb
Robb and Ross - Mill Valley, CA
Philip Flanigan
The Law Offices of Philip M. Flanigan - Fresno, CA
Randy Long
Law Offices of Randy M. Long - Reedley, CA
Renee M. Gabbard
Bryan Cave, LLP - Partner - Irvine, CA
Robert Howk
Howk & Downing, LLP - Partner - Fresno, CA
Robert L. Wiebe, CPA
Wiebe Hinton Hambalek, LLP - Fresno, CA
Robert S. Wright
Wright & Wright Attorneys at Law, Inc. - Attorney - Fresno, CA
Teresa B. Petty
Law Office of Teresa B. Petty - Attorney & Owner - Clovis, CA
Thomas Hogan
Thomas Hogan Law Office - Attorney - Pleasanton, CA
Virginia Palmer
Wendel, Rosen, Black & Dean LLP - Attorney - Oakland, CA
Wm. Lanier Thomas, J.D.
Lang, Richert, and Patch - Attorney - Fresno, CA
Estate Planning Attorneys
Alan J. Titus
Robb and Ross - Mill Valley, CA
Alvin T. Levitt
Manatt, Phelps & Phillips, LLP - Partner - San Francisco, CA
Barbara Detrich Gallagher
Spaulding McCullough & Tansil LLP - Of Counsel - Santa Rosa, CA
Bette B. Epstein
Reed Smith LLP - San Francisco, CA
Beverly J. Smith
Burnham Brown - Associate - Oakland, CA
Brian F. Simas
Kirk & Simas - Santa Maria, CA
C. Jean Ryan
Sideman & Bancroft LLP - San Francisco, CA
Cameron L. Hess, Esq., C.P.A.
Wagner Kirkman Blaine Kloparens & Youmans LLP - Partner - Mather, CA
Carolyn E. Henel
Roisman Henel LLP - Oakland, CA
Catherine J. Banti
Anderson Zeigler - Santa Rosa, CA
Charles Des Roches
Noland Hamerly Etienne & Hoss - Salinas, CA
Charles M. Riffle
Aaron, Riechert, Carpol & Riffle, APC. - Shareholder, Attorney - Redwood City, CA
Danielle R. Moyer
Downey Brand LLP - Counsel - Sacramento, CA
David Anderson
Anderson Reynard LLP - Partner - San Diego, CA
David B. Gaw
Gaw Van Male - Managing Partner | Co-Founder - Napa, CA
David W. Scopp
Law Office of David W. Scopp - Monterey , CA
Deanna D. Lyon
Wendel, Rosen, Black & Dean LLP - Oakland, CA
Diane S. Greenberg
Jorgenson, Siegel, McClure & Flegel, LLP - Partner - Menlo Park, CA
Donald J. Mccubbin
Friedman, Mccubbin, Spalding, Bilter, - San Francisco, CA
Donna L. Courville
Boutin Jones Inc. - Of Counsel - Sacramento, CA
Edward J. Corey, Jr.
Weintraub Tobin Chediak Coleman Grodin Law Corporation - Sacramento, CA
Eliot S. Nahigian
Coleman & Horowitt, LLP - Fresno, CA
Elizabeth A. Boettger Cannon
Plageman, Lund & Cannon LLP - Oakland, CA
Elizabeth M. Engh
Donahue Fitzgerald LLP - Partner - Walnut Creek, CA
Ellen A. Fred
Conservation Partners, Inc. - Principal, Attorney and Mediator - Oakland, CA
Eric L. Laurence
Campbell & Wells, P.A. - Albuquerque, NM
Erik Dryburgh
Adler & Colvin - Principal - San Francisco, CA
Ernest F. Der
Skootsky & Der LLP - San Francisco, CA
Francis P. Lloyd
Horan Lloyd - Of Counsel - Carmel, CA
Gene E. Pendergast, Jr.
Wilke, Fleury, Hoffelt, Gould & Birney, LLP - Sacramento, CA
Genevieve M. Moore
Bancroft & McAllister LLP - Partner - Larkspur, CA
George F. Montgomery Ii
Friedman, Mccubbin, Spalding, Bilter, - San Francisco, CA
George T. Argyris
Farella Braun & Martel LLP - Partner - San Francisco, CA
Gina L. Lera
Downey Brand LLP - Partner - Sacramento, CA
Hogan & Stickel, Inc.
- Fort Bragg, CA
J. Ronald Hershberger
Thoits Law - Of Counsel - Los Altos, CA
James F. King
Mannon, King and Johnson - Ukiah, CA
James Leet
Boutin Jones Inc. - Shareholder - Sacramento, CA
James M. Allen
Leland, Parachini, Steinberg, Matzger & Melnick, LLP - San Francisco, CA
Jeffer Mangels Butler & Mitchell
- Los Angeles, CA
Jeffrey A. Jaech
Baker Manock & Jensen - Fresno, CA
Jeffrey S. Tachiki
The Tachiki Law Group - Oakland, CA
Jennifer Jordan McCall
Pillsbury Winthrop Shaw Pittman LLP - Partner - Palo Alto, CA
Jill S. Dodd
Manatt, Phelps & Phillips, LLP - San Francisco, CA
Jo Marie Ometer
Noland, Hamerly, Etienne & Hoss - Monterey, CA
Joan A. LeBlanc
Lakin Spears, LLP - Palo Alto, CA
John A. Hartog
Hartog & Baer - Orinda, CA
John L. McDonnell, Jr.
- Orinda, CA
Judith V. Gordon
Grant & Gordon LLP - Palo Alto, CA
Kay U. Brooks
Weintraub Tobin Chediak Coleman Grodin Law Corporation - Shareholder - Sacramento, CA
Kelly F. Tiberini
Downey Brand LLP - Associate - Sacramento, CA
Kenneth A. Baldwin
McCormick Barstow LLP - Fresno, CA
Kenneth R. Hillier
Folger Levin LLP - San Francisco, CA
Kirt F. Zeigler
Anderson Zeigler - SANTA ROSA, CA
Kristin M. DeMaria
Mallery & DeMaria - Monterey, CA
Law Offices of Mark L. Ranft
Mark Ranft - Ukiah, CA
Levon Sagatelyan
Berberian & Sagatelyan, Inc - Millbrae, CA
Linda C Roodhouse
Lombardi, Loper, & Conant LLP - Oakland, CA
Margaret M. Elliott
Anderson Zeigler - Santa Rosa, CA
Margaret M. Hand
Hand & Little, PC - Oakland, CA
Marilyn G. Kittleson
Anderson Zeigler - Santa Rosa, CA
Mark H. Johnson
Johnson Fantl & Kennifer LLP - Monterey, CA
Mary Catherine Doherty
Law Offices of Mary Catherine Doherty, A Professional Corporation - Santa Rosa, CA
McCarthy & Rubright
Emily Jackson - Red Bluff, CA
McCarthy & Rubright, LLP
Scott E. Rubright - Red Bluff, CA
Michael Gilfix
Gilfix & La Poll Associates LLP - Attorney/Principal - Palo Alto, CA
Mike D. Maciel
Michael D. Maciel, a Law Corporation - Santa Rosa, CA
Misti Schmidt
Conservation Partners LLP - Partner - Oakland, CA
Monica Dell'Osso
Burnham Brown - Partner - Oakland, CA
Myron G. Sugarman
Cooley LLP - Senior Counsel - San Francisco, CA
Neil F. Horton
Horton West & Chambers LLP - Oakland, CA
Nicholas C. Fantl
Johnson Fantl & Kennifer LLP - Monterey , CA
Nick Lucich
Helon & Manfredo, LLP - Fresno , CA
Nickolas P. Tooliatos
Randick O'Dea & Tooliatos LLP - Pleasanton, CA
Noland Hamerly Etienne & Hoss
Gilroy Office - Gilroy, CA
Noland Hamerly Etienne & Hoss
King City Office - King City, CA
Noland, Hamerly, Etienne & Hoss
Salinas Office - Salinas, CA
Peter S. Myers
Myers Urbatsch P.C. - San Francisco, CA
Philip B. Feldman
Coblentz, Patch, Duffy & Bass LLP - San Francisco, CA
Philip F. Spalding
Friedman McCubbin Spalding Bilter Roosevelt & Montgomery APC - San Francisco, CA
Raymond G. Ellis
Orrick, Herrington & Sutcliffe LLP - Senior Counsel - San Francisco, CA
Rebeccah B. Miller
Lakin Spears, LLP - Palo Alto, CA
Richard L. Ehrman
Thoits Law - Los Altos, CA
Richard S. Kinyon
Shartsis Friese LLP - San Francisco, CA
Robert L. Sullivan, Jr.
McCormick Barstow LLP - Of Counsel - Fresno, CA
Robin L. Klomparens
Wagner Kirkman Blaine Klomparens & Youmans LLP - Partner - Mather, CA
Roger W. Poyner
Poyner & Poyner LLP - Los Gatos, CA
Ronald A. VandenBerg
Lakin Spears, LLP - Palo Alto, CA
Scott W. Wall
Andre, Morris & Buttery - San Luis Obispo, CA
Sean R. Kenney
Myers Kenney P.C. - San Francisco, CA
Silvio Reggiardo III
Downey Brand LLP - Partner - Sacramento, CA
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Stephen F. Johnson
Mannon, King and Johnson - Ukiah, CA
Sterling L. Ross, Jr.
Robb & Ross - Mill Valley, CA
Stevan N. Luzaich
Corey, Luzaich, de Ghetaldi, Nastari & Riddle LLP - Partner - Millbrae, CA
Steven D. Anderson
Anderson Yazdi Hwang Minton + Horn LLP - Partner - Burlingame, CA
Susan E. Kaye
Kaye Moser Heirbaum LLP - Founding Partner - San Francisco, CA
Terry M. Mallery
Mallery & DeMaria - Monterey, CA
Thomas J. Stikker
Dudnick Detwiler Rivin & Stikker LLP - Partner - San Francisco, CA
Thomas L. McKenzie, JD, RFC
McKenzie Legal & Financial - Attorney/Financial Advisor - Los Alamitos, CA
W.F. Docker
McCormick Barstow LLP - Fresno, CA
Wilfrid F. Roberge, Jr.
Donahue Fitzgerald LLP - Of Counsel - Walnut Creek, CA
William H. Coleman
Coleman & Horowitt LLP - Partner - Fresno, CA
William H. Plageman, Jr.
Plageman, Lund & Cannon LLP - Retired Partner (senior counsel) - Oakland, CA
Zachary Price
Johnson Fantl & Kennifer LLP - Monterey, CA
Qualified Intermediaries for 1031 Exchanges
1031 Exchange Advantage, TM
- Carlsbad, CA
1031 Exchange Professionals Inc.
David Kuns - San Mateo, CA
1031 Strategies & Services Group
- San Francisco, CA
1031X.com, Inc.
Steven Hickox and Christopher T. Sayre - Co-founders - Denver, CO
Acacia Exchange Services
- Healdsburg, CA
Amherst Exchange Corporation
- Santa Barbara, CA
Asset Exchange Company
- San Francisco, CA
Asset Preservation, Inc.
- Roseville, CA
Atlas 1031 Exchange, LLC
Andy Gustafson, Certified Exchange Specialist® - President and Founder - Fort Walton Beach, FL
Brenda Muller
Asset Preservation, Inc - Division Manager - Harrisonburg, VA
Craig Procter, CES
Starker Services - Los Gatos, CA
Custom 1031 Inc.
- Spokane, WA
Erin Jergentz
Starker Services - Los Gatos, CA
Exchange Resources, Inc.
- San Diego, CA
Exeter 1031 Exchange Services, LLC
Elizabeth Harris - Vice President, Marketing & Business Development - San Diego, CA
First Bank 1031 Corporation
Jeff King - Senior Vice President - Longmont, CO
Jason S. Buckingham, Esq.
Exeter 1031 Exchange Services, LLC - Assistant Vice President and General Counsel - San Francisco, CA
John M. Harman
Roadstead LTD. - Managing Director - Charleston, SC
Keegan & Coppin Company Inc.
Al Coppin - President, Broker, Company Wide Inquiries - Santa Rosa, CA
Mission Bank 1031 Exchange, LLC
- Bakersfield, CA
Old Republic Exchange Facilitator Company (OREXCO)
Lori De Martini, Esq. - President - Glendale, CA
Rosa Esqueda
Exeter 1031 Exchange Services, LLC - Senior 1031 Exchange Consultant - Los Angeles, CA
Safe Harbor Exchange, Inc.
- Tustin, CA
Stephen Davis
Safe Harbor Asset Management - Huntington, NY
Steven W. Monk
Exeter 1031 Exchange Services, LLC - 1031 Exchange Consultant - Fresno, CA
The Exchange Connection, Inc.
- Snohomish, WA
Xchange Solutions, Inc.
- San Jose, CA
Tax Advisors
D. Steven Yahnian, JD, CPA, LLM
Yahnian Law Corporation - Attorney at Law - Visalia, CA
Jason B. Stinson, CCIM
Commercial Realty Services of Alabama, LLC - Managing Member & Principal - Gadsden, AL
John M. Harman
Roadstead LTD. - Managing Director - Charleston, SC
Marcella Downing
Howk & Downing, LLP - Partner - Fresno, CA
R. Kevin Hinton, CPA
Wiebe Hinton Hambalek, LLP - Fresno, CA
Robert L. Wiebe, CPA
Wiebe Hinton Hambalek, LLP - Fresno, CA
Teresa B. Petty
Law Office of Teresa B. Petty - Attorney & Owner - Clovis, CA
The Simple Dollar
Trent Ham - Founder & ContributorIA
Water Street Solutions
- Peoria, IL
Wm. Lanier Thomas, J.D.
Lang, Richert, and Patch - Attorney - Fresno, CA
Tax Law Attorneys
Alvin T. Levitt
Manatt, Phelps & Phillips, LLP - Partner - San Francisco, CA
Boutin Jones Inc.
- Woodland, CA
Brian F. Simas
Kirk & Simas - Santa Maria, CA
Brian P. Bowen
Boutin Jones Inc. - Attorney - Sacramento, CA
C. Jean Ryan
Sideman & Bancroft LLP - San Francisco, CA
Cameron L. Hess, Esq., C.P.A.
Wagner Kirkman Blaine Kloparens & Youmans LLP - Partner - Mather, CA
David Anderson
Anderson Reynard LLP - Partner - San Diego, CA
Eliot S. Nahigian
Coleman & Horowitt, LLP - Fresno, CA
Elizabeth A. Boettger Cannon
Plageman, Lund & Cannon LLP - Oakland, CA
Elizabeth M. Engh
Donahue Fitzgerald LLP - Partner - Walnut Creek, CA
Ellen I. Kahn
Partner - Sideman & Bancroft LLP - San Francisco, CA
Genevieve M. Moore
Bancroft & McAllister LLP - Partner - Larkspur, CA
George T. Argyris
Farella Braun & Martel LLP - Partner - San Francisco, CA
Hogan & Stickel, Inc.
- Fort Bragg, CA
James D. Schwefel, Jr.
Noland Hamerly Etienne & Hoss - Salinas, CA
James Leet
Boutin Jones Inc. - Shareholder - Sacramento, CA
James M. Allen
Leland, Parachini, Steinberg, Matzger & Melnick, LLP - San Francisco, CA
James M. Ash
Husch Blackwell LLP - Kansas City, MO
Jeffer Mangels Butler & Mitchell
- Los Angeles, CA
Jennifer Jordan McCall
Pillsbury Winthrop Shaw Pittman LLP - Partner - Palo Alto, CA
Jill S. Dodd
Manatt, Phelps & Phillips, LLP - San Francisco, CA
John A. Hartog
Hartog & Baer - Orinda, CA
John J. McGregor
McCormick Barstow LLP - Fresno, CA
John S. Reynard III, Esq., LL.M.
Anderson Reynard LLP - Partner - San Diego, CA
Joseph G. De Angelis
Downey Brand LLP - Partner - Sacramento, CA
Kelly F. Tiberini
Downey Brand LLP - Associate - Sacramento, CA
Kenneth R. Hillier
Folger Levin LLP - San Francisco, CA
Kirt F. Zeigler
Anderson Zeigler - SANTA ROSA, CA
Myron G. Sugarman
Cooley LLP - Senior Counsel - San Francisco, CA
Neil F. Horton
Horton West & Chambers LLP - Oakland, CA
Nickolas P. Tooliatos
Randick O'Dea & Tooliatos LLP - Pleasanton, CA
Noland Hamerly Etienne & Hoss
Monterey Office - Monterey, CA
Noland Hamerly Etienne & Hoss
Gilroy Office - Gilroy, CA
Noland Hamerly Etienne & Hoss
King City Office - King City, CA
Noland, Hamerly, Etienne & Hoss
Salinas Office - Salinas, CA
Philip B. Feldman
Coblentz, Patch, Duffy & Bass LLP - San Francisco, CA
Raymond G. Ellis
Orrick, Herrington & Sutcliffe LLP - Senior Counsel - San Francisco, CA
Richard S. Kinyon
Shartsis Friese LLP - San Francisco, CA
Robert R. Rubin
Boutin Jones Inc. - Shareholder - Sacramento, CA
Silvio Reggiardo III
Downey Brand LLP - Partner - Sacramento, CA
Stephen J. Small, Esq.
Law Office of Stephen J. Small, Esq., P.C. - Cambridge, MA
Steven D. Anderson
Anderson Yazdi Hwang Minton + Horn LLP - Partner - Burlingame, CA
Thomas J. Stikker
Dudnick Detwiler Rivin & Stikker LLP - Partner - San Francisco, CA
Wendy Bleiman
Coblentz, Patch, Duffy & Bass LLP - Special Counsel - San Francisco, CA
William H. Coleman
Coleman & Horowitt LLP - Partner - Fresno, CA
William Hutton
Conservation Partners LLP - Of Council - Oakland, CA

 Conservation Easements

   
Show Articles on Conservation Easements (47)
A fierce, expensive fight erupts over conservation easements
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An ongoing fight over tax breaks for conserving privately owned land — and accusations that some people are using them as a tax shelter — is spurring an expensive lobbying battle involving landowners and conservationists.

 

Final Rule on SALT and State Tax Credit Programs
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The U.S. Treasury Department and Internal Revenue Service pre-released the final rule on how the federal government will treat charitable donations that individual taxpayers make to nonprofits via giving programs incentivized by state and local tax (SALT) credits.

 

Enforcing Perpetual Conservation Easements Against Third-Party Violators
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Among the most daunting challenges the holder of a perpetual conservation easement faces is the enforcement of the easements it holds, for all time, and against all violators.& ...

 

Amending or Terminating Conservation Easements: The New Hampshire Experience
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Since their release in 2010, the Guidelines have been useful to the land trust community and to the New Hampshire Attorney General in facilitating a thorough and efficient review of proposed amendments to, as well as partial extinguishments of, conservation easements.

 

Understanding When Perpetual Is Not Forever: An Update To The Challenge Of Changing Conditions, Amendment, And Termination Of Perpetual Conservation Easements, And Response To Ann Taylor Schwing
By:

Rarely in the legal discourse is an author afforded the opportunity to revisit and update a recently published law review article and to correct misunderstandings of a response thereto.

 

Perpetuity is Forever, Almost Always: Why It Is Wrong To Promote Amendment and Termination of Perpetual Conservation Easements
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When a landowner makes a charitable gift of a conservation easement to a nonprofit organization or government entity and elects to seek a federal tax deduction, both landowner and easement holder are subject to federal tax laws and regulations governing the creation, monitoring, amendment, and extinguishment of the easement.

 

Conservation Easement Reform: As Maine Goes Should the Nation Follow
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This article explores how the Reform Law has worked and whether it makes sense as a model for other states in response to weaknesses in their enabling laws.

 

Use of Conservation Easements in Estate and Conservation Planning
By:

Under many circumstances, the donation of a conservation easement or sale of such easement for less than fair market value may give income tax, estate tax, and real property tax benefits to the donor or seller.

 

Leaving a Legacy of Land
By:

Protecting private lands that provide significant natural resource or cultural values is often a capstone objective for landowners, managers, and conservationists.

 

Conservation Almanac

The Trust for Public Land has created the Conservation Almanac, which is a great resource for understanding the context of the conservation and conservation finance movements. Here you can see how much land has been protected in your state, which state and federal agencies have protected the land, the ratio of money spent to land conserved, and policies and programs that could help your state reach its conservation objectives.

 

How a Conservation Easement Works - Sample example of conservation easement

A simple example illustrates how a conservation easement works in practice. Let’s assume pressure from buyers building vacation homes has pushed the value of land up in recent years to the point where the family is concerned about how the next generation will pay the estate tax bill without selling the land.

 

Land Preservation - An Essential Ingredient in Smart Growth
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The preservation of land for working rural landscapes, wildlife habitat, urban parks, recreational trails, and protecting water supplies and floodplains is emerging as an integral component of smart growth programs.

 

6 Basic Steps to Conveying a Conservation Easement
By:

How does one go about donating or selling a conservation easement.? There is no one right way to go about it. However, the following outline shows the most common steps to the process.

 

The Law of Agricultural Land Preservation in the United States
By:

Thomas Daniels and John Keene's new book breaks down the legal principles, federal and state requirements, and the legal issues that affect agricultural land preservation efforts.

 

Find a Landscape Conservation Cooperative (LCCs)

Find an LCC here. The 22 LCCs collectively form a network of resource managers and scientists who share a common need for scientific information and interest in conservation. Each LCC brings together federal, state, and local governments along with Tribes and First Nations, non-governmental organizations, universities, and interested public and private organizations. Our partners work collaboratively to identify best practices, connect efforts, identify science gaps, and avoid duplication through conservation planning and design. 

Managing the landscapes that provide our natural and cultural resources has become increasingly challenging. With the signing of Secretarial Order No. 3289, the Department of the Interior launched the Landscape Conservation Cooperatives (LCCs) to better integrate science and management to address climate change and other landscape scale issues. By building a network that is holistic, collaborative, adaptive, and grounded in science, LCCs are working to ensure the sustainability of our economy, land, water, wildlife, and cultural resources. 

 

Conservation Lands Network Explorer

The Bay Area Open Space Council is committed to making the Conservation Lands Network accessible to all users regardless of their GIS skill level. The Conservation Lands Network Explorer allows users to draw the boundary of a property or area of interest, explore the natural resources that may be present, and evaluate how it fits within the Conservation Lands Network. Users can access numerous datasets compiled or developed by the Conservation Lands Network including vegetation types, rarity rankings, protected lands, streams, topography and the Conservation Lands Network. In addition to viewing the data, when users use the pencil tool to draw a custom area, a brief report displaying information from key datasets is instantly displayed under the Area Info box. Users can generate a more detailed Biodiversity Portfolio Report can be generated that provides additional information on the biodiversity value of a chosen area. Click here to explore!

 

Using the Conservation Tax Incentive
By:

This short brochure summarizes the conservation easement tax incentive and provides answers to some frequently asked questions. For the late ...

 

Conservation Easements
By:

One tool for estate planners is the conservation easement, by which a landowner voluntarily restricts his or her land from being developed, restricts the amount of development or protects existing features, like a building facade with historic value.

 

Conservation Easements - How Flexible Is Too Flexible?

To ensure the continued conservation of natural resources and habitats, it is important to ensure that easements are not simply undone by successors to the original parties after the tax benefits have been realized.& ...

 

Mitigation and Conservation Banking
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To many landowners a threatened or endangered (T&E) species on their property is anathema because it can herald all kinds of state and federal limitations on use of their property.& ...

 

2015 National Land Trust Census Report
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Our common ground and collective impact.

 

Conservation Easements - A Tool for Preventing the Fragmentation of Family Lands
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Land stewards can use conservation easements to help manage the future. Conservation easements can be created to protect different natural assets ranging from endangered species and water sources to productive, open space and agricultural land.

 

Ranching as a Conservation Strategy - Can Old Ranchers Save the New West?
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Working ranches are often promoted as means of private rangeland conservation because they can safeguard ecosystem services, protect open space, and maintain traditional ranching culture.

 

Uniform Conservation Easement Act (with 2007 Amendments)
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The Act enables durable restrictions and affirmative obligations to be attached to real property to protect natural and historic resources.

 

Multi-Generational Ownership and Planning for Family Owned Properties
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The paper explains many of the common legal tools used by families to manage and/or transfer family lands, and gives a very good overview of the expectations and considerations families will face throughout the process.

 

Forever Donation
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A landowner recently asked us: What is the best way to ensure that the land I donate is not sold? We put the question to the land trust community and it generated quite a bit of activity on the land trust listserv.

 

Tax Benefits of Donating Conservation Land
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There are several kinds of tax benefits available to donors of land or conservation easements. This article attempts to summarize these benefits and provide some examples of how they work.

 

What is a Land Trust?

Land trusts are non-profit organizations directly involved in the permanent protection of land and its resources for the public benefit. A trust may operate on a local, state, regional, or national level.

 

Bundle Of Rights Approach To Value
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The bundle of rights theory maintains that ownership of a parcel of real estate may embrace a great many rights, such as the right to its occupancy and use; the right to sell it in whole or in part; the right to bequeath; the right to transfer by contract for specified periods of time, the benefits to be derived by occupancy and use of the real estate.

 

2014 Farm Bill Field Guide to Fish and Wildlife Conservation
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The 2014 Farm Bill Field Guide to Fish and Wildlife Conservation was prepared as an introduction for fish and wildlife conservation providers – the on-the-ground biologists and conservation partners who help deliver Farm Bill conservation programs to landowners.

 

13 Components of a Successful Transferable Development Right Program
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For those of you who don’t know, TDR stands for Transferable Development Rights. Simply put, these are typically programs that are designed by local government to allow for the free market transfer of subdivision or development rights from a rural (agricultural and/or conservation) zone to a designated development zone within a jurisdiction.& ...

 

Like-Kind Exchanges of Conservation Easements
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Certain individuals who own land with significant conservation value, for example landowners of wildlife habitat or open space, can preserve the character of their land, obtain additional property, and defer taxes on the transaction, all at the same time.

 

Working Lands For Wildlife
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Through Working Lands for Wildlife —a voluntary, incentive-based effort—the Natural Resources Conservation Service (NRCS) and its conservation partners will provide landowners with technical and financial assistance to: Restore populations of declining wildlife species.

 

NextGen Conservation - Peninsula Open Space Trust engages Millennials in its mission.
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The 80 million-plus Millennials in the United States represent the next generation of potential land trust supporters and advocates.

 

Putting Smart Growth to Work in Rural Communities
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Many rural communities are facing challenges, including rapid growth at metropolitan edges, declining rural populations, and loss of working lands.

 

Conservation of Private Lands - Opportunities and Challenges for the States
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Private land conservation initiatives are a critical component of any state-level quality of life agenda. Although concerns over sprawl, including the loss of prime agricultural lands and significant green space, continue to be one of the underlying rallying cries in support of state-level smart growth initiatives, the fact remains that with few exceptions, conservation of privately-owned working lands has not received significant attention in smart growth literature or conferences.

 

Bosque Canyon Ranch v. Comm’r—Partnerships Denied Deductions for Conservation Easements Allowing Movable Homesites and Taxed on Disguised Sales of Homesites
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Bosque Canyon Ranch, L.P. located in the hill country of Texas was just denied $15.9 million of deductions claimed by partnerships for the donation of conservation easements on two grounds in a tax court decision.

 

The Conservation Easement Quiz
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Take a quick quiz and test your knowledge on conservation easements and learn if they can work for you.

 

Conservation Easement Paragraph Databank
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The CE Paragraph Databank is a work in progress assembled by the Stanford Conservation and Climate Change Drafting Committee and a number of CE professionals assisting in the work.

 

Conservation Easements and the 2010 Roth Conversion - A symbiotic relationship
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It may come as a shock, but there is a sort of symbiotic relationship at work between property owners with conservation easements and the IRS.

 

Using Conservation Easements to Protect Working Forests
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For decades, conservation easements have protected open space values such as wildlife habitat, ecological diversity, recreational access and aesthetics.

 

Farm and Forest Land Preservation With Conservation Easements
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This publication is intended to provide basic information on conservation easements for landowners, community leaders, students and other interested individuals.

 

The Importance of Land Trusts to Forestry
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Almost everyone in forestry has heard of land trusts since they have become a common fixture especially in areas that are rapidly urbanizing.

 

Conservation Easements - Donor Beware
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Conservation easements have garnered significant attention and gained popularity over the last few years due in part to the availability of federal tax deductions and Virginia state tax credits associated with conservation easements.

 

Easements prove valuable in efforts to protect land
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Practically no one had heard of conservation easements 15 years ago when Charleston native Herbert J. Butler began trying to protect his hundreds of acres of former rice fields.

 

State of the Land 2006, A brief inventory of public and private land in the United States
By: and and

“In wildness is the preservation of the world.” Quoted from an essay by Thoreau lamenting the way in which modern urban life has made natural resources into commodities and isolated people from the natural processes on which their lives depended.

 

An Overview of Financial Alternatives for Land Conservation Transactions
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Clearly, the motivation for a land conservation transaction is often the desire of the landowner to safeguard the property. However, this objective must be balanced with the need to maximize the return to the landowner.

 

Show Conservation Easements Organizations & Professionals (677)
There are 677 resources serving Tulare County in the following categories:
map itMap of Conservation Easements Organizations & Professionals serving Tulare County
Agricultural Law Attorneys
Anne K. Secker
Noland Hamerly Etienne & Hoss - Salinas, CA
Anthony N. DeMaria
McCormick Barstow LLP - Fresno, CA
Arielle O. Harris
Downey Brand LLP - Associate - San Francisco, CA
Baker, Manock & Jensen, PC
Christopher L. Campbell - Fresno, CA
Barry H. Epstein
Allen Matkins - San Francisco, CA
Boutin Jones Inc.
- Woodland, CA
Brian F. Simas
Kirk & Simas - Santa Maria, CA
Carol A. O'Neil
McCormick Barstow LLP - Fresno, CA
Dale A. Stern
Downey Brand LLP - Partner - Sacramento, CA
Dias Law Firm
Michael A. Dias - Hanford, CA
Farmers Legal Action Group
- St. Paul, MN
G. Braiden Chadwick
Downey Brand LLP - Partner - Sacramento, CA
Horswill, Mederos & Soares, Attorneys at Law
Dennis Mederos - Tulare, CA
James D. Schwefel, Jr.
Noland Hamerly Etienne & Hoss - Salinas, CA
James M. Ash
Husch Blackwell LLP - Kansas City, MO
James M. Ash
Husch Blackwell LLP - Kansas City, MO
James R. Moore
Boutin Jones Inc. - Shareholder - Sacramento, CA
Jeff Dodd
Coblentz, Patch, Duffy & Bass LLP - Associate - Napa, CA
Jeffer Mangels Butler & Mitchell
- Los Angeles, CA
Jenny Loda
Law Office of Jenny Loda - Oakland, CA
John C. McCarron
Downey Brand LLP - Partner - Sacramento, CA
Karen Gjerdrum Fothergill
Andre, Morris & Buttery - Santa Maria, CA
Laura A. Schroeder
Schroeder Law Offices, PC - Portland, OR
McCarthy & Rubright
Emily Jackson - Red Bluff, CA
Noland Hamerly Etienne & Hoss
Gilroy Office - Gilroy, CA
Noland Hamerly Etienne & Hoss
King City Office - King City, CA
Noland, Hamerly, Etienne & Hoss
Salinas Office - Salinas, CA
Patrick G. Mitchell
Downey Brand LLP - Partner - Roseville, CA
Randy Meyenberg
Noland Hamerly Etienne & Hoss - Salinas, CA
Rauber & Johnson, Attorneys at Law
James C. Johnson - Visalia, CA
Robert P. Soran
Downey Brand LLP - Partner - Sacramento, CA
Stan O. Van Vleck
Downey Brand LLP - Partner - Sacramento, CA
Therese Ure
Schroeder Law Offices, PC - Portland, OR
Timothy J. Baldwin
Noland Hamerly Etienne & Hoss - Salinas, CA
Victoria R. Bernhardt
McCormick Barstow LLP - Fresno, CA
W.F. Docker
McCormick Barstow LLP - Fresno, CA
Ward R. Stringham, Attorney at Law
Ward R. Stringham - Tulare, CA
Certified Appraisers
American AgAppraisal
Hal Forcey, ARA - Santa Rosa, CA
Anthony J. 'Tony' Toso, ARA
Edwards, Lein and Toso, Inc. - Certified General Real Estate Appraiser - Hilmar, CA
AppraiserValues
- Anaheim, CA
Ben Slaughter, ARA
Correia-Xavier, Incorporated - Senior Appraiser - Fresno, CA
Brent F. Blaesi, MAI
Blaesi & Company - Appraiser/Owner - Fair Oaks, CA
Craig Byrne, MAI
Benchmark Opinions - Owner - San Diego, CA
Daniel R. Ketcham, MAI, SRA
Daniel R. Ketcham & Associates - Principal/Senior Appraiser - Grass Valley, CA
David B. Wraa, ARA
Bender Rosenthal, Inc. - Vice President, Principal Appraiser - Sacramento, CA
Deanne Recht-Amor, MAI
The Recht & Recht Company, Inc. - President - San Diego, CA
Fowler Appraisal
Lynn Fowler, MAI - Real estate appraiser - Tucson, AZ
James (Buzz) Naughton, Jr, MAI
James Naughton, Jr. - Solana Beach, CA
James B. Harris, MAI
Harris Realty Appraisal - President - Newport Beach, CA
Jeffrey S. Enright, MAI
Enright & Company, Inc. - President - Burlingame, CA
Jonalyn Young
Contour Valuation Services - Clovis, CA
Kenneth R. McBay, MAI
K. R. McBay Co. - Sacramento, CA
Larry D. Wasbin, MAI
Michael Frauenthal & Associates, Inc. - Sr. Appraiser - Dana Point, CA
Lyle Wilkinson, RPRA
Correia-Xavier, Incorporated - Senior Appraiser - Fresno, CA
Lynn E Rickard, ARA
- Bakersfield, CA
Mark J. Hendrickson, MAI
Hendrickson Appraisal Co Inc - San Diego, CA
Mark St. George
Cal Cruder Associates - Certified General Real Estate Appraiser - Studio City, CA
Matt Pennebaker, ARA
Advanced Ag Realty & Appraisal - Broker/Appraiser - Reedley, CA
Michael G. Ming, ARA
Alliance Appraisal, LLC - Ag Consultant, Appraiser - Bakersfield, CA
Penelope A. May, MAI
Independent Appraiser - Idyllwild, CA
Peter B. Finnerty, MAI
Pacific Real Estate Consultants - President - Newport Beach, CA
Peter N. Robertson, MAI
Peter N. Robertson, MAI - Real Estate Appraisal & Consulting - San Diego, CA
Property Pro's
Floyd and Marianna Sparks - Encinitas, CA
Randal H. Edwards, ARA
Edwards, Lein and Toso, Inc. - Certified General Real Estate Appraiser - Hilmar, CA
Raymond F. Smith, MAI
The Bramwell-Smith Company - President - Stockton, CA
Reese Perkins
Johnson & Perkins & Assoc. - Reno, NV
Richard H. Davis, MAI, SRA, AI-GRS
R.H. Davis & Co., Ltd. - Principal - Carmichael, CA
Robert E. Dietrich, MAI
FMV Opinions, Inc. - Managing Director - Irvine, CA
Robert H Shaw, MAI
Shaw & Assoc. - Principal - Redding, CA
Robert S. Perdue, MAI
Perdue & Routh Real Estate Appraisal - Owner - Temecula, CA
Ronald S. Zeller, MAI, RM
Zeller Appraisal Svcs., Inc. - President - Santa Cruz, CA
Stan Tish, MAI
Berliner, Kidder & Tish - Campbell, CA
Stephen Johnson MAI SREA
Johnson & Perkins & Assoc. - Reno, NV
Stephen L. Harrington, MAI
Stephen Harrington Company - Owner - Rocklin, CA
Steven R. Norris, MAI
Norris Realty Advisors - Principal - Pasadena, CA
Thomas W. Erickson, MAI
TW Erickson & Associates - Principal - Santa Monica, CA
Trevor C. Hubbard, MAI, SRA
Jones, Roach & Caringella, Inc. - Appraiser - San Diego, CA
Walter D. Carney, MAI
Valbridge Property Advisors - Principal - San Jose, CA
Conservation Groups and Associations
Access Fund
Jim Chase - Operations Director - Boulder, CO
Agrarian Trust
Ian McSweeney - Director - Weare, NH
AGree
- Transforming Food & Ag Policy - Washington, DC
Agricultural Council of California
Emily Rooney - President - Sacramento, CA
American Agri-Women
- Colchester, VT
American Forest Foundation
- Washington, DC
American Forests
Eric Sprague - Director of Forest Conservation - Washington, DC
American Friends of Canadian Land Trusts
Sandra Tassel - Program Coordinator - Bellingham, WA
American Hiking Society
- Silver Spring, MD
American Tree Farm System
Paul DeLong - Senior Vice President, ATFS & Conservation - Washington, DC
Arbor Day Foundation
- Nebraska City, NE
Association of Fish & Wildlife Agencies
- Washington, DC
Audubon California
- San Francisco, CA
Bat Conservation International
- Austin, TX
Bay-Friendly Landscaping & Gardening Coalition
Anne Cook - Executive Director - Berkeley, CA
Biobased Maine
- Portland, ME
Bolsa Chica Conservancy
- Huntington Beach, CA
Burrowing Owl Preservation Society
Catherine Portman - Director - Woodland, CA
Butte Environmental Council
Mary Muchowski - Ed & Outreach Coordinator - Chico, CA
Calflora
- Berkeley, CA
California Cattlemen's Association
- Sacramento, CA
California Deer Assocation
Pat Fitzmorris - CDA Field Director - Salinas, CA
California Oaks
Angela Moskow - California Oaks Information Network Manager - Oakland, CA
California Rangeland Conservation Coalition
Karen Sweet - Executive Director - Livermore, CA
California Waterfowl Association
- Roseville, CA
Canadian Parks and Wilderness Society - New Brunswick Chapter
Roberta Clowater - Executive Director - Fredericton, NB
Center for Collaborative Conservation
Warner College of Natural Resources - Colorado State University - Fort Collins, CO
Center for Large Landscape Conservation
- Bozeman, MT
Central Valley Joint Venture
Bob Shaffer - Coordinator - Sacramento, CA
Chronic Wasting Disease Alliance
- Missoula, MT
CitSci.org
Greg Newman - Natural Resource Ecology Laboratory at Colorado State University - Fort Collins, CO
Conservation Technology Information Center (CTIC)
- West Lafayette, IN
Continental Dialogue on Non-Native Forests Insects and Diseases
- Sheffield, MA
Ducks Unlimited
- Western Regional Office - Rancho Cordova, CA
EcoResults!
- Flagstaff, AZ
Equine Land Conservation Resource
Denise O’Meara, PLA - Director of Education - Lexington, KY
Family Farm Alliance
Dan Keppen - Executive Director - Klamath Falls, OR
Forest Landowners Association
Scott P. Jones - Chief Executive Office - Atlanta, GA
Forest Landowners of California
- Folsom, CA
Forest Stewards Guild
Zander Evans - Executive Director - Madison, WI
Forest Stewardship Council
- Minneapolis, MN
Garden for Wildlife
National Wildlife Federation - Merrifield, VA
Intermountain West Joint Venture
- Missoula, MT
Land Conservation and Advocacy Trust
Steve Meltzer - Founder and Executive Director - Framingham, MA
Land Trust Alliance
- Washington, DC
Mississippi Wildlife Federation
- Madison , MS
Mule Deer Foundation
- Salt Lake City, UT
MultiState Conservation Grant Program
- Washington, DC, VA
National Association of State Foresters
- Washington , DC
National Audubon Society
- New York, NY
National Family Farm Coaltion
- Washington, DC
National Fish and Wildlife Foundation
Jeff Trandahl - Executive Director and CEO - Washington, DC
National Forestry Association
Keith A. Argow - President, Director at Large - Vienna, VA
National Mitigation Banking Association
- Washington, DC
National Sustainable Agriculture Coalition
Jeremy Emmi - Managing Director - Washington, DC
National Trust for Historic Preservation
- Washington, DC
National Wild Turkey Federation
- Edgefield, SC
National Wildlife Federation
- Reston, VA
Native Seeds-SEARCH
- Tucson, AZ
NatureServe
Mary Klein - President & CEO - Arlington, VA
Northwest Partners in Amphibian and Reptile Conservation
- Logan, UT
Pacific Coast Conservation Alliance
William E Haas - Executive Director - Paso Robles, CA
Pacific Coast Fish, Wildlife and Wetlands Restoration Association
Mitch Farro - Projects Manager - Arcata, CA
Pacific Coast Joint Venture
Bradley Bales - U.S. Coordinator - Portland, OR
Pacific Crest Trail Association
Liz Bergeron - Executive Director - Sacramento, CA
Pacific Forest and Watershed Lands Stewardship Council
Ric Notini - Director of Land Conservation - San Mateo, CA
Partners for Conservation
Steve Jester - Executive Director - Pueblo, CO
Pheasants Forever
- St Paul, MN
Pinchot Institute for Conservation
V. Alaric Sample - President - Washington, DC
Pollinator Partnership
- San Francisco, CA
Quail and Upland Wildlife Federation, Inc.
Craig A. Alderman - Executive Director - Buffalo, MO
Quail Forever - California Chapter
Bruce Kenyon - State Chairman: #1006 - Simi Valley, CA
Quality Deer Management Association
- Bogart, GA
Rails-to-Trails Conservancy
- Washington, DC
RiversEdge West
- Grand Junction, CO
Sage Grouse Initiative
Tim Griffiths - Coordinator - Bozeman, MT
Sage Grouse Initiative Strategic Watershed Action Team
Dave Smith - Intermountain West Joint Venture (IWJV) Coordinator - Missoula, MT
San Francisco Bay Joint Venture
Beth Hunting - Joint Venture Coordinator - Fairfax, CA
Sand County Foundation
Kevin Kiley, Development & Communications - Madison, WI
Savory Institute
- Boulder, CO
Sierra Club California
- Sacramento, CA
Sierra Club Kern-Kaweah
Ara Marderosian - Conservation - Bakersfield, CA
Sierra Club San Diego Chapter
Richard Miller - Development & Communications Coordinator - San Diego, CA
Sierra Club San Gorgonio Chapter
Mike Millspaugh - Membership Chair - Riverside, CA
Soil and Water Conservation Society
- Ankeny, IA
Sonoran Joint Venture
Robert Mesta - Joint Venture Coordinator - Tucson, AZ
Southern Sierra Conservation Cooperative
National Park Service - Three Rivers, CA
Sportsmen for Responsible Energy Development
Judith KohlerCO
Sustainable Conservation
Tim Vendlinski - Program Director, Restoration on Private Lands - San Francisco, CA
Sustainable Forest Action Coalition
Laurel Brent-Bumb - Placerville, CA
Sustainable Forestry Initiative
Kathy Abusow - President and CEO - Washington, DC
Sustainable Forests Roundtable
Tax Credit Connection, Inc.
Ariel Steele, Owner - Longmont, CO
Terrafirma RRG LLC
Jeremy Johnston - Account Administrator, Marsh Captive Solutions - Burlington, VT
The California Arborists Association
Denise Hodge - Administrator - Napa, CA
The Climate Trust
- Portland, OR
The Congressional Sportsmen's Foundation
Lindsay Thomas - Chairman - Washington, DC
The Conservation Fund
- Arlington, VA
The Dunes Center
- Guadalupe, CA
The Fund for Wild Nature
Jeff Petersen, Esq. - Executive Director - Kelso, WA
The Garden Conservancy
- Cold Spring, NY
The Land Institute
- Salina, KS
The Pacific Institute
Peter Gleik - President - Oakland, CA
The Xerces Society for Invertebrate Conservation
- Portland, OR
Thunder Bay Field Naturalists
Bruce Thacker - President - Thunder Bay, ON
Trout Headwaters, Inc.
- Livingston, MT
Trust for Public Land - California Office
- California State Office - San Francisco, CA
Turtle Islands Earth Stewards
Tyhson Banighen - Tappen, BC
U.S. Farmers & Ranchers Alliance (USFRA)
- Chesterfield, MO
Upper Thames River Conservation Authority
Ian Wilcox - General Manager/Secretary-Treasurer - London, ON
USA National Phenology Network
Jake Weltzin - Executive Director - Tucson, AZ
Valleys 2000
Bill Huether - Treasurer - Bowmanville, ON
Ventana Wildlife Society
Kelly Sorenson - Executive Director - Salinas, CA
Ward Burton Wildlife Foundation
- Halifax, VA
Western Aquatic Plant Management Society
Toni Pennington - Tetra Tech, Inc. - Portland, OR
Western Cave Conservancy
Bruce Rogers - President and Acquisitions Director - Newcastle, CA
Western Forestry and Conservation Association
Richard Zabel - Executive Director - Portland, OR
Western Landowners Alliance
Lesli Allison - Executive Director - Santa Fe, NM
Western Native Trout Initiative
Therese Thompson - Project Coordinator - Lakewood, CO
Western Rivers Conservancy
Sue Doroff - President - Portland, OR
Western Water Project
Scott Yates - Director - Bozeman, MT
Wild Ones
Donna VanBuecken - Executive Director - Neenah, WI
Wildlife Research Institute
- Ramona, CA
WildPlaces
- Springville, CA
Women, Food & Agriculture Network
- Ames, IA
Estate Planners
California FarmLink
- Santa Cruz, CA
Cambyses Capital
Steven J Roy - Chief Operating Officer - Toluca Lake, CA
Christina Gallagher Nelson
Greene Radovsky Maloney Share & Hennigh LLP - Partner - San Francisco, CA
Christopher B. Johnson
- Attorney at Law - Pasadena, CA
Curtis Rindlisbacher
Perkins, Mann & Everett - Partner - Fresno, CA
D. Keith Bilter
Friedman, McCubbin, Spalding, Bilter, Roosevelt & Montgomery - San Francisco, CA
D. Steven Yahnian, JD, CPA, LLM
Yahnian Law Corporation - Attorney at Law - Visalia, CA
David A. Diamond
Hines Carr Diamond LLP - Napa, CA
Dennis A. Fordham
- Lakeport, CA
Ellen I. Kahn
Partner - Sideman & Bancroft LLP - San Francisco, CA
Giancarlo Estrada
Estrada Legal, PC - Phoenix, AZ
Jan T. Perkins
Perkins, Mann & Everett - Partner - Fresno, CA
Janet L. Brewer
The Law Office of Janet L. Brewer - Palo Alto, CA
Jonathon Petty
Wright & Wright Attorneys at Law, Inc. - Attorney - Fresno, CA
Judith Wright
Wright & Wright Attorneys at Law, Inc. - Attorney - Fresno, CA
Kent W. Silvester
Boutin Jones Inc. - Shareholder - Sacramento, CA
L. Stuart List
Boutin Jones Inc. - Shareholder - Sacramento, CA
Legacy by Design
Kevin Spafford, CFP® - Founder - Yuba, CA
Leticia Martinez
Law Office of Leticia Martinez - Owner - Visalia, CA
Marcella Downing
Howk & Downing, LLP - Partner - Fresno, CA
MARGARET R. ROISMAN
Roisman Henel, LLP - Oakland, CA
McCarthy & Rubright, LLP
Steve McCarthy - Partner - Red Bluff, CA
Philip A. Robb
Robb and Ross - Mill Valley, CA
Philip Flanigan
The Law Offices of Philip M. Flanigan - Fresno, CA
Randy Long
Law Offices of Randy M. Long - Reedley, CA
Renee M. Gabbard
Bryan Cave, LLP - Partner - Irvine, CA
Robert Howk
Howk & Downing, LLP - Partner - Fresno, CA
Robert L. Wiebe, CPA
Wiebe Hinton Hambalek, LLP - Fresno, CA
Robert S. Wright
Wright & Wright Attorneys at Law, Inc. - Attorney - Fresno, CA
Teresa B. Petty
Law Office of Teresa B. Petty - Attorney & Owner - Clovis, CA
Thomas Hogan
Thomas Hogan Law Office - Attorney - Pleasanton, CA
Virginia Palmer
Wendel, Rosen, Black & Dean LLP - Attorney - Oakland, CA
Wm. Lanier Thomas, J.D.
Lang, Richert, and Patch - Attorney - Fresno, CA
Estate Planning Attorneys
Alan J. Titus
Robb and Ross - Mill Valley, CA
Alvin T. Levitt
Manatt, Phelps & Phillips, LLP - Partner - San Francisco, CA
Barbara Detrich Gallagher
Spaulding McCullough & Tansil LLP - Of Counsel - Santa Rosa, CA
Bette B. Epstein
Reed Smith LLP - San Francisco, CA
Beverly J. Smith
Burnham Brown - Associate - Oakland, CA
Brian F. Simas
Kirk & Simas - Santa Maria, CA
C. Jean Ryan
Sideman & Bancroft LLP - San Francisco, CA
Cameron L. Hess, Esq., C.P.A.
Wagner Kirkman Blaine Kloparens & Youmans LLP - Partner - Mather, CA
Carolyn E. Henel
Roisman Henel LLP - Oakland, CA
Catherine J. Banti
Anderson Zeigler - Santa Rosa, CA
Charles Des Roches
Noland Hamerly Etienne & Hoss - Salinas, CA
Charles M. Riffle
Aaron, Riechert, Carpol & Riffle, APC. - Shareholder, Attorney - Redwood City, CA
Danielle R. Moyer
Downey Brand LLP - Counsel - Sacramento, CA
David Anderson
Anderson Reynard LLP - Partner - San Diego, CA
David B. Gaw
Gaw Van Male - Managing Partner | Co-Founder - Napa, CA
David W. Scopp
Law Office of David W. Scopp - Monterey , CA
Deanna D. Lyon
Wendel, Rosen, Black & Dean LLP - Oakland, CA
Diane S. Greenberg
Jorgenson, Siegel, McClure & Flegel, LLP - Partner - Menlo Park, CA
Donald J. Mccubbin
Friedman, Mccubbin, Spalding, Bilter, - San Francisco, CA
Donna L. Courville
Boutin Jones Inc. - Of Counsel - Sacramento, CA
Edward J. Corey, Jr.
Weintraub Tobin Chediak Coleman Grodin Law Corporation - Sacramento, CA
Eliot S. Nahigian
Coleman & Horowitt, LLP - Fresno, CA
Elizabeth A. Boettger Cannon
Plageman, Lund & Cannon LLP - Oakland, CA
Elizabeth M. Engh
Donahue Fitzgerald LLP - Partner - Walnut Creek, CA
Ellen A. Fred
Conservation Partners, Inc. - Principal, Attorney and Mediator - Oakland, CA
Eric L. Laurence
Campbell & Wells, P.A. - Albuquerque, NM
Erik Dryburgh
Adler & Colvin - Principal - San Francisco, CA
Ernest F. Der
Skootsky & Der LLP - San Francisco, CA
Francis P. Lloyd
Horan Lloyd - Of Counsel - Carmel, CA
Gene E. Pendergast, Jr.
Wilke, Fleury, Hoffelt, Gould & Birney, LLP - Sacramento, CA
Genevieve M. Moore
Bancroft & McAllister LLP - Partner - Larkspur, CA
George F. Montgomery Ii
Friedman, Mccubbin, Spalding, Bilter, - San Francisco, CA
George T. Argyris
Farella Braun & Martel LLP - Partner - San Francisco, CA
Gina L. Lera
Downey Brand LLP - Partner - Sacramento, CA
Hogan & Stickel, Inc.
- Fort Bragg, CA
J. Ronald Hershberger
Thoits Law - Of Counsel - Los Altos, CA
James F. King
Mannon, King and Johnson - Ukiah, CA
James Leet
Boutin Jones Inc. - Shareholder - Sacramento, CA
James M. Allen
Leland, Parachini, Steinberg, Matzger & Melnick, LLP - San Francisco, CA
Jeffer Mangels Butler & Mitchell
- Los Angeles, CA
Jeffrey A. Jaech
Baker Manock & Jensen - Fresno, CA
Jeffrey S. Tachiki
The Tachiki Law Group - Oakland, CA
Jennifer Jordan McCall
Pillsbury Winthrop Shaw Pittman LLP - Partner - Palo Alto, CA
Jill S. Dodd
Manatt, Phelps & Phillips, LLP - San Francisco, CA
Jo Marie Ometer
Noland, Hamerly, Etienne & Hoss - Monterey, CA
Joan A. LeBlanc
Lakin Spears, LLP - Palo Alto, CA
John A. Hartog
Hartog & Baer - Orinda, CA
John L. McDonnell, Jr.
- Orinda, CA
Judith V. Gordon
Grant & Gordon LLP - Palo Alto, CA
Kay U. Brooks
Weintraub Tobin Chediak Coleman Grodin Law Corporation - Shareholder - Sacramento, CA
Kelly F. Tiberini
Downey Brand LLP - Associate - Sacramento, CA
Kenneth A. Baldwin
McCormick Barstow LLP - Fresno, CA
Kenneth R. Hillier
Folger Levin LLP - San Francisco, CA
Kirt F. Zeigler
Anderson Zeigler - SANTA ROSA, CA
Kristin M. DeMaria
Mallery & DeMaria - Monterey, CA
Law Offices of Mark L. Ranft
Mark Ranft - Ukiah, CA
Levon Sagatelyan
Berberian & Sagatelyan, Inc - Millbrae, CA
Linda C Roodhouse
Lombardi, Loper, & Conant LLP - Oakland, CA
Margaret M. Elliott
Anderson Zeigler - Santa Rosa, CA
Margaret M. Hand
Hand & Little, PC - Oakland, CA
Marilyn G. Kittleson
Anderson Zeigler - Santa Rosa, CA
Mark H. Johnson
Johnson Fantl & Kennifer LLP - Monterey, CA
Mary Catherine Doherty
Law Offices of Mary Catherine Doherty, A Professional Corporation - Santa Rosa, CA
McCarthy & Rubright
Emily Jackson - Red Bluff, CA
McCarthy & Rubright, LLP
Scott E. Rubright - Red Bluff, CA
Michael Gilfix
Gilfix & La Poll Associates LLP - Attorney/Principal - Palo Alto, CA
Mike D. Maciel
Michael D. Maciel, a Law Corporation - Santa Rosa, CA
Misti Schmidt
Conservation Partners LLP - Partner - Oakland, CA
Monica Dell'Osso
Burnham Brown - Partner - Oakland, CA
Myron G. Sugarman
Cooley LLP - Senior Counsel - San Francisco, CA
Neil F. Horton
Horton West & Chambers LLP - Oakland, CA
Nicholas C. Fantl
Johnson Fantl & Kennifer LLP - Monterey , CA
Nick Lucich
Helon & Manfredo, LLP - Fresno , CA
Nickolas P. Tooliatos
Randick O'Dea & Tooliatos LLP - Pleasanton, CA
Noland Hamerly Etienne & Hoss
Gilroy Office - Gilroy, CA
Noland Hamerly Etienne & Hoss
King City Office - King City, CA
Noland, Hamerly, Etienne & Hoss
Salinas Office - Salinas, CA
Peter S. Myers
Myers Urbatsch P.C. - San Francisco, CA
Philip B. Feldman
Coblentz, Patch, Duffy & Bass LLP - San Francisco, CA
Philip F. Spalding
Friedman McCubbin Spalding Bilter Roosevelt & Montgomery APC - San Francisco, CA
Raymond G. Ellis
Orrick, Herrington & Sutcliffe LLP - Senior Counsel - San Francisco, CA
Rebeccah B. Miller
Lakin Spears, LLP - Palo Alto, CA
Richard L. Ehrman
Thoits Law - Los Altos, CA
Richard S. Kinyon
Shartsis Friese LLP - San Francisco, CA
Robert L. Sullivan, Jr.
McCormick Barstow LLP - Of Counsel - Fresno, CA
Robin L. Klomparens
Wagner Kirkman Blaine Klomparens & Youmans LLP - Partner - Mather, CA
Roger W. Poyner
Poyner & Poyner LLP - Los Gatos, CA
Ronald A. VandenBerg
Lakin Spears, LLP - Palo Alto, CA
Scott W. Wall
Andre, Morris & Buttery - San Luis Obispo, CA
Sean R. Kenney
Myers Kenney P.C. - San Francisco, CA
Silvio Reggiardo III
Downey Brand LLP - Partner - Sacramento, CA
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Stephen F. Johnson
Mannon, King and Johnson - Ukiah, CA
Sterling L. Ross, Jr.
Robb & Ross - Mill Valley, CA
Stevan N. Luzaich
Corey, Luzaich, de Ghetaldi, Nastari & Riddle LLP - Partner - Millbrae, CA
Steven D. Anderson
Anderson Yazdi Hwang Minton + Horn LLP - Partner - Burlingame, CA
Susan E. Kaye
Kaye Moser Heirbaum LLP - Founding Partner - San Francisco, CA
Terry M. Mallery
Mallery & DeMaria - Monterey, CA
Thomas J. Stikker
Dudnick Detwiler Rivin & Stikker LLP - Partner - San Francisco, CA
Thomas L. McKenzie, JD, RFC
McKenzie Legal & Financial - Attorney/Financial Advisor - Los Alamitos, CA
W.F. Docker
McCormick Barstow LLP - Fresno, CA
Wilfrid F. Roberge, Jr.
Donahue Fitzgerald LLP - Of Counsel - Walnut Creek, CA
William H. Coleman
Coleman & Horowitt LLP - Partner - Fresno, CA
William H. Plageman, Jr.
Plageman, Lund & Cannon LLP - Retired Partner (senior counsel) - Oakland, CA
Zachary Price
Johnson Fantl & Kennifer LLP - Monterey, CA
Federal and State Tax Incentives and Programs
Agricultural Land Property Value Assessment
CA
California Conservation Easement Act
CA
Database of State Incentives for Renewables & Efficiency
N.C. Clean Energy Technology Center - Raleigh, NC
Exemption for Farm Equipment and Machinery
CA
Federal Endangered Species Tax Deduction
US Fish and Wildlife Service - Arlington, VA
Natural Heritage Preservation Tax Credit (State CE Tax Credit)
- Sacramento, CA
Open-Space Property Value Assessment
CA
Scenic Deed Easement Act
CA
Timberland Production Zone
CA
Williamson Act (California Land Conservation Act)
- California Department of Conservation, Division of Land Resource Protection - Sacramento, CA
Williamson Act- Easement Exchange
California Department of Conservation - Sacramento, CA
Williamson Act- Farmland Security Zone
California Department of Conservation - Sacramento, CA
Land Trusts
American Farmland Trust
- Washington, DC
Antelope Valley Conservancy
Wendy Reed, MPA - President - Quartz Hill, CA
California Council of Land Trusts
Ane Deister - Executive Director - Sacramento, CA
California Rangeland Trust
Nita Vail - Executive Director - Sacramento, CA
Caspar Community
- Caspar, CA
Catalina Island Conservancy
Cynthia Fogg - Long Beach, CA
Cayucos Land Conservancy
- Cayucos, CA
Claremont Wildlands Conservancy
- Claremont, CA
Coachella Valley Mountains Conservancy
Jim R. Karpiak - Executive Director - Palm Desert, CA
Desert Tortoise Preserve Committee, Inc.
Jillian Estrada - Preserve Manager and Conservation Coordinator - Riverside, CA
Eastern Sierra Land Trust
Kay Ogden - Executive Director - Bishop , CA
El Moro Elfin Forest
- Los Osos, CA
El Rio Reyes Conservation Trust
- Reedley, CA
Elkhorn Slough Foundation
- Moss Landing, CA
Escondido Creek Conservancy
Geoffrey D. Smith, MA - Executive Director - Escondido, CA
Feather River Land Trust
Paul Hardy - Executive Director - Quincy, CA
Foundation for the Preservation of the Santa Susana Mountains
- Chatsworth, CA
Friends of the Desert Mountains
Debra Sutley - Executive Director - Palm Desert, CA
Friends of the Dunes
Pete Bidigare - Executive Director - Arcata, CA
Friends of the Fiscalini Ranch Preserve
- Cambria, CA
Golden State Land Conservancy
Marc Deprey - Executive Director - Sebastopol, CA
Great Basin Land and Water Trust
- San Francisco, CA
Huntington Beach Wetlands Conservancy
- Huntington Beach, CA
Iron Mountain Conservancy
- Ramona, CA
Jacoby Creek Land Trust
- Bayside, CA
John Muir Land Trust
Linus Eukel - Executive Director - Martinez, CA
Kern River Valley Heritage Foundation
Tom Anderson - Principal - Lake Isabella, CA
Laguna Canyon Foundation
- Laguna Beach, CA
Laguna de Santa Rosa Foundation
David Bannister - Executive Director - Santa Rosa, CA
Laguna Greenbelt, Inc.
- Laguna Beach, CA
Lake County Land Trust
Melissa Kinsel - Outreach Coordinator - Lakeport, CA
Lakeside's River Park Conservancy
- Lakeside, CA
Land Trust of Santa Cruz County
Terry Corwin - President & CEO - Santa Cruz, CA
Lassen Land and Trails Trust
- Susanville, CA
Lompico Watershed Conservancy
- Felton, CA
Marin Open Space Trust
Bill Long - Chair - San Rafael, CA
Mattole Restoration Council
- Petrolia, CA
McKinleyville Land Trust
Nancy Correll - President - McKinleyville, CA
Midcoast Park Lands, Inc.
- El Granada, CA
Mill Creek Watershed Conservancy
CA
Mountain Meadows Conservancy
- Westwood, CA
Mountains Restoration Trust
Debbie Sharpton - Executive Director - Calabasas, CA
Nature Trust of the Santa Monica Mountains
Peter Ireland - President - Malibu, CA
North American Land Trust
Monica McQuail - Communications & Stewardship Assistant - Chadds Ford, PA
North Delta Conservancy
Robert Jones - President - Walnut Grove, CA
Northcoast Regional Land Trust
Lindsay Magnuson - Executive Director - Bayside, CA
Northern California Regional Land Trust
John W. Hunt - Executive Director - Chico, CA
Northern Sierra Partnership
Lucy Blake - President - San Francisco, CA
Ojai Valley Land Conservancy
Greg Gamble - Executive Director - Ojai, CA
Pacific Forest Trust
- San Francisco, CA
Pacifica Land Trust
- Pacifica, CA
Placer Land Trust
Jeff Darlington - Executive Director - Auburn, CA
Quail Ridge Wilderness Conservancy
- Davis, CA
Redlands Conservancy
Sherli Leonard - Executive Director - Redlands, CA
Redwood Coast Land Conservancy
Linda Bell - Executive Director - Gualala, CA
Riverside Land Conservancy
Gail Egenes - Executive Director - Riverside, CA
Rocky Mountain Elk Foundation
- Missoula, MT
Sacramento River Preservation Trust
Lucas RossMerz - Executive Director - Chico, CA
Sacramento Valley Conservancy
Aimee B. Rutledge - Executive Director - Sacramento, CA
San Andreas Land Conservancy
- Davenport, CA
San Benito Agricultural Land Trust
- Tres Pinos, CA
San Dieguito River Valley Conservancy
Trish Boaz - Executive Director - San Diego, CA
San Joaquin River Parkway and Conservation Trust
Dave Koehler - Executive Director - Fresno, CA
Santa Lucia Conservancy
Christy Fischer - Executive Director - Carmel, CA
Santa Monica Mountains Trails Council
- Agoura Hills, CA
Save Mount Diablo
Ron Brown - Executive Director - Walnut Creek, CA
Save the Redwoods League
Ruskin Hartley - San Francisco, CA
Sempervirens Fund
Reed Holderman - Executive Director - Los Altos, CA
Sequoia Riverlands Trust
Aaron Collins - Director of Communications - Visalia, CA
Seven Generations Land Trust
- Berkeley, CA
Shasta Land Trust
Anne Murphy - Executive Director - Redding, CA
Sierra Nevada Conservancy
Jim Branham - Executive Officer - Auburn, CA
Silicon Valley Land Conservancy
Craige Edgerton - Executive Director - San Jose, CA
Siskiyou Land Trust
Kathleen Hitt - Conservation Director - Mount Shasta, CA
Southern Oregon Land Conservancy
Diane Garcia - Executive Director - Ashland, OR
Sportsmen's National Land Trust
- Agawam, MA
Sutter Buttes Regional Land Trust
Coleen Morehead - Executive Director - Yuba City , CA
The Habitat Trust
Doug Doepke - President & Acting Executive Director - Pasadena, CA
The Nature Conservancy, California Field Office
- San Francisco, CA
The Wilderness Land Trust
Brad Borst - President - Bainbridge Island, WA
Tri-Valley Conservancy
Laurie Mercier - Executive Director - Livermore, CA
Truckee Donner Land Trust
Perry Norris - Executive Director - Truckee, CA
Ventura Hillsides Conservancy
Derek Poultney - Protection Coordinator - Ventura, CA
Wildlife Heritage Foundation
Patrick J. Shea, Ph.D. - Director/Executive Director - Lincoln, CA
Yolo Land Trust
Michele Clark - Executive Director - Woodland, CA
Lawyers
Abigail L. Ramsden
Conservation Partners - Associate Attorney - Traverse City, MI
Alan J. Titus
Robb and Ross - Mill Valley, CA
Alex M. Peltzer
Dooley, Herr, Peltzer & Richardson - Member - Visalia, CA
Alvin T. Levitt
Manatt, Phelps & Phillips, LLP - Partner - San Francisco, CA
Andrew C. Bell
Marten Law PLLC - San Francisco, CA
Ann Taylor Schwing
Best Best & Krieger, LLP - Of Counsel - Sacramento, CA
Barbara Detrich Gallagher
Spaulding McCullough & Tansil LLP - Of Counsel - Santa Rosa, CA
Barri Kaplan Bonapart
Bonapart & Associates - Sausalito, CA
Barry H. Epstein
Allen Matkins - San Francisco, CA
Bette B. Epstein
Reed Smith LLP - San Francisco, CA
Beverly J. Smith
Burnham Brown - Associate - Oakland, CA
Boutin Jones Inc.
- Woodland, CA
C. Jean Ryan
Sideman & Bancroft LLP - San Francisco, CA
Carolyn E. Henel
Roisman Henel LLP - Oakland, CA
Catherine J. Banti
Anderson Zeigler - Santa Rosa, CA
Charles M. Riffle
Aaron, Riechert, Carpol & Riffle, APC. - Shareholder, Attorney - Redwood City, CA
Christina Gallagher Nelson
Greene Radovsky Maloney Share & Hennigh LLP - Partner - San Francisco, CA
Christopher B. Johnson
- Attorney at Law - Pasadena, CA
Corey Brown
Resources Law Group, LLP - Sacramento, CA
Courtney Nash Gardner
Farella, Braun & Martel LLP - Associate - San Francisco, CA
Curtis Rindlisbacher
Perkins, Mann & Everett - Partner - Fresno, CA
D. Keith Bilter
Friedman, McCubbin, Spalding, Bilter, Roosevelt & Montgomery - San Francisco, CA
D. Steven Yahnian, JD, CPA, LLM
Yahnian Law Corporation - Attorney at Law - Visalia, CA
David A. Diamond
Hines Carr Diamond LLP - Napa, CA
David B. Gaw
Gaw Van Male - Managing Partner | Co-Founder - Napa, CA
David W. Scopp
Law Office of David W. Scopp - Monterey , CA
Deanna D. Lyon
Wendel, Rosen, Black & Dean LLP - Oakland, CA
Diane S. Greenberg
Jorgenson, Siegel, McClure & Flegel, LLP - Partner - Menlo Park, CA
Edward J. Corey, Jr.
Weintraub Tobin Chediak Coleman Grodin Law Corporation - Sacramento, CA
Eliot S. Nahigian
Coleman & Horowitt, LLP - Fresno, CA
Elizabeth M. Engh
Donahue Fitzgerald LLP - Partner - Walnut Creek, CA
Ellen I. Kahn
Partner - Sideman & Bancroft LLP - San Francisco, CA
Erik Dryburgh
Adler & Colvin - Principal - San Francisco, CA
Ernest F. Der
Skootsky & Der LLP - San Francisco, CA
Francis P. Lloyd
Horan Lloyd - Of Counsel - Carmel, CA
Gene E. Pendergast, Jr.
Wilke, Fleury, Hoffelt, Gould & Birney, LLP - Sacramento, CA
Genevieve M. Moore
Bancroft & McAllister LLP - Partner - Larkspur, CA
George T. Argyris
Farella Braun & Martel LLP - Partner - San Francisco, CA
Giancarlo Estrada
Estrada Legal, PC - Phoenix, AZ
Hogan & Stickel, Inc.
- Fort Bragg, CA
J. Ronald Hershberger
Thoits Law - Of Counsel - Los Altos, CA
James L. Olmsted, Esq.
Conservation & Preservation Counsel, L.L.C. - Eugene, OR
James Lester Pierce
- Sacramento, CA
James M. Allen
Leland, Parachini, Steinberg, Matzger & Melnick, LLP - San Francisco, CA
Jan T. Perkins
Perkins, Mann & Everett - Partner - Fresno, CA
Janet L. Brewer
The Law Office of Janet L. Brewer - Palo Alto, CA
Jeanne MacCalden Kvale
Hathaway Law Firm - Ventura, CA
Jeffrey A. Jaech
Baker Manock & Jensen - Fresno, CA
Jeffrey S. Tachiki
The Tachiki Law Group - Oakland, CA
Jennifer Jordan McCall
Pillsbury Winthrop Shaw Pittman LLP - Partner - Palo Alto, CA
Jill S. Dodd
Manatt, Phelps & Phillips, LLP - San Francisco, CA
Jo Marie Ometer
Noland, Hamerly, Etienne & Hoss - Monterey, CA
Joan A. LeBlanc
Lakin Spears, LLP - Palo Alto, CA
Joanna L. Orr
Ferguson Case Orr Paterson LLP - Ventura, CA
Jocelyn Garovoy Herbert
Resources Law Group, LLP - Sacramento, CA
John A. Hartog
Hartog & Baer - Orinda, CA
John S. Reynard III, Esq., LL.M.
Anderson Reynard LLP - Partner - San Diego, CA
Jonas Kron
- Attorney at Law - Portland, OR
Jonathon Petty
Wright & Wright Attorneys at Law, Inc. - Attorney - Fresno, CA
Joseph C. Chrisman
Hathaway Law Firm - Ventura, CA
Judith V. Gordon
Grant & Gordon LLP - Palo Alto, CA
Judith Wright
Wright & Wright Attorneys at Law, Inc. - Attorney - Fresno, CA
Julie Turrini
Resources Law Group, LLP - Sacramento, CA
Kay U. Brooks
Weintraub Tobin Chediak Coleman Grodin Law Corporation - Shareholder - Sacramento, CA
Kenneth R. Hillier
Folger Levin LLP - San Francisco, CA
Kent W. Silvester
Boutin Jones Inc. - Shareholder - Sacramento, CA
Kirt F. Zeigler
Anderson Zeigler - SANTA ROSA, CA
Kristin Brainerd
Resources Law Group, LLP - Sacramento, CA
L. Stuart List
Boutin Jones Inc. - Shareholder - Sacramento, CA
Laura A. Schroeder
Schroeder Law Offices, PC - Portland, OR
Law Offices of Mark L. Ranft
Mark Ranft - Ukiah, CA
Leticia Martinez
Law Office of Leticia Martinez - Owner - Visalia, CA
Levon Sagatelyan
Berberian & Sagatelyan, Inc - Millbrae, CA
Linda C Roodhouse
Lombardi, Loper, & Conant LLP - Oakland, CA
Marc T. Campopiano
Latham & Watkins LLP - Partner - Costa Mesa, CA
Marcella Downing
Howk & Downing, LLP - Partner - Fresno, CA
Margaret M. Elliott
Anderson Zeigler - Santa Rosa, CA
Margaret M. Hand
Hand & Little, PC - Oakland, CA
MARGARET R. ROISMAN
Roisman Henel, LLP - Oakland, CA
Marilyn G. Kittleson
Anderson Zeigler - Santa Rosa, CA
Mark H. Johnson
Johnson Fantl & Kennifer LLP - Monterey, CA
Mark Lamken
Richards, Watson & Gershon - Of Counsel - Los Angeles, CA
Mary Catherine Doherty
Law Offices of Mary Catherine Doherty, A Professional Corporation - Santa Rosa, CA
Mary Scoonover
Resources Law Group - Sacramento, CA
Matthew D. Zinn
Shute, Mihaly & Weinberger LLP - Partner - San Francisco, CA
McCarthy & Rubright, LLP
Steve McCarthy - Partner - Red Bluff, CA
Merswind Reyer
Resources Law Group, LLP - Sacramento, CA
Michael Gilfix
Gilfix & La Poll Associates LLP - Attorney/Principal - Palo Alto, CA
Michael Mantell
Resources Law Group - Sacramento, CA
Mike D. Maciel
Michael D. Maciel, a Law Corporation - Santa Rosa, CA
Monica Dell'Osso
Burnham Brown - Partner - Oakland, CA
Murray D. Feldman
Holland & Hart - Partner - Boise, ID
Myron G. Sugarman
Cooley LLP - Senior Counsel - San Francisco, CA
Neil F. Horton
Horton West & Chambers LLP - Oakland, CA
Nicholas C. Fantl
Johnson Fantl & Kennifer LLP - Monterey , CA
Nick Lucich
Helon & Manfredo, LLP - Fresno , CA
Nickolas P. Tooliatos
Randick O'Dea & Tooliatos LLP - Pleasanton, CA
Pamela Asselmeier
Law Office of Pamela J. Asselmeier - Petaluma, CA
Peter F. Windrem
Windrem Law Firm - Lakeport, CA
Peter S. Myers
Myers Urbatsch P.C. - San Francisco, CA
Philip A. Robb
Robb and Ross - Mill Valley, CA
Philip F. Spalding
Friedman McCubbin Spalding Bilter Roosevelt & Montgomery APC - San Francisco, CA
Philip Flanigan
The Law Offices of Philip M. Flanigan - Fresno, CA
Provencher and Flatt, LLP
Rachel Mansfield-Howlett - Santa Rosa, CA
R. Dale Ginter
Downey Brand LLP - Partner - Sacramento, CA
Randy Long
Law Offices of Randy M. Long - Reedley, CA
Raymond G. Ellis
Orrick, Herrington & Sutcliffe LLP - Senior Counsel - San Francisco, CA
Rebecca Hardesty
- Boise, ID
Rebeccah B. Miller
Lakin Spears, LLP - Palo Alto, CA
Renee M. Gabbard
Bryan Cave, LLP - Partner - Irvine, CA
Richard L. Ehrman
Thoits Law - Los Altos, CA
Richard M. Glick
Davis Wright Tremaine LLP - Portland, OR
Richard S. Kinyon
Shartsis Friese LLP - San Francisco, CA
Robert Howk
Howk & Downing, LLP - Partner - Fresno, CA
Robert L. Sullivan, Jr.
McCormick Barstow LLP - Of Counsel - Fresno, CA
Robert M. Honea
Hardin, Jesson & Terry, PLC - Member - Fort Smith, AR
Robert S. Wright
Wright & Wright Attorneys at Law, Inc. - Attorney - Fresno, CA
Robin Jepsen
Law Office of Robin Jepsen - Monterey , CA
Robin L. Klomparens
Wagner Kirkman Blaine Klomparens & Youmans LLP - Partner - Mather, CA
Roger W. Poyner
Poyner & Poyner LLP - Los Gatos, CA
Ronald A. VandenBerg
Lakin Spears, LLP - Palo Alto, CA
Scott A. Sommer
Pollsbury Winthrop Shaw Pittman LLP - San Francisco, CA
Sean R. Kenney
Myers Kenney P.C. - San Francisco, CA
Stan O. Van Vleck
Downey Brand LLP - Partner - Sacramento, CA
Sterling L. Ross, Jr.
Robb & Ross - Mill Valley, CA
Stevan N. Luzaich
Corey, Luzaich, de Ghetaldi, Nastari & Riddle LLP - Partner - Millbrae, CA
Steven D. Anderson
Anderson Yazdi Hwang Minton + Horn LLP - Partner - Burlingame, CA
Susan E. Kaye
Kaye Moser Heirbaum LLP - Founding Partner - San Francisco, CA
Teresa B. Petty
Law Office of Teresa B. Petty - Attorney & Owner - Clovis, CA
Therese Ure
Schroeder Law Offices, PC - Portland, OR
Thomas J. Stikker
Dudnick Detwiler Rivin & Stikker LLP - Partner - San Francisco, CA
Thomas L. McKenzie, JD, RFC
McKenzie Legal & Financial - Attorney/Financial Advisor - Los Alamitos, CA
Trevor L. Stapleton
Wilke, Fleury, Hoffelt, Gould & Birney - Partner - Sacramento, CA
Virginia Palmer
Wendel, Rosen, Black & Dean LLP - Attorney - Oakland, CA
Wilfrid F. Roberge, Jr.
Donahue Fitzgerald LLP - Of Counsel - Walnut Creek, CA
William B. Smith
Ferguson Case Orr Paterson LLP - Ventura, CA
William H. Coleman
Coleman & Horowitt LLP - Partner - Fresno, CA
William H. Plageman, Jr.
Plageman, Lund & Cannon LLP - Retired Partner (senior counsel) - Oakland, CA
Wm. Lanier Thomas, J.D.
Lang, Richert, and Patch - Attorney - Fresno, CA
Natural Resource Law Attorneys
Abigail L. Ramsden
Conservation Partners - Associate Attorney - Traverse City, MI
Andrew C. Bell
Marten Law PLLC - San Francisco, CA
Arielle O. Harris
Downey Brand LLP - Associate - San Francisco, CA
Barri Kaplan Bonapart
Bonapart & Associates - Sausalito, CA
Barry H. Epstein
Allen Matkins - San Francisco, CA
Blair Schilling
Fishman Haygood, LLP - Attorney - New Orleans, LA
Bradley Raffle
Conservation Capital - CEO - Eugene, OR
Chris Beale
Resources Law Group, LLP - Sacramento, CA
Corey Brown
Resources Law Group, LLP - Sacramento, CA
Donovan C. Collier
Gresham Savage Nolan & Tilden, PC - San Bernardino, CA
Elizabeth Wroblicka
Land Conservation Associates - Northampton , MA
Ellen A. Fred
Conservation Partners, Inc. - Principal, Attorney and Mediator - Oakland, CA
Endangered Species Law and Policy Group
Nossaman LLP - Los Angeles, CA
G. Braiden Chadwick
Downey Brand LLP - Partner - Sacramento, CA
Heather M. Minner
Shute, Mihaly & Weinberger LLP - Partner - San Francisco, CA
James F. King
Mannon, King and Johnson - Ukiah, CA
James Lester Pierce
- Sacramento, CA
James M. Ash
Husch Blackwell LLP - Kansas City, MO
James P. Moorhead
Moorhead Law Group, LLC - Founder and Principal - Chicago, IL
Jenny Loda
Law Office of Jenny Loda - Oakland, CA
Jocelyn Garovoy Herbert
Resources Law Group, LLP - Sacramento, CA
Joshua R. Steinhauer
Coblentz, Patch, Duffy & Bass LLP - Partner - San Francisco, CA
Julie Turrini
Resources Law Group, LLP - Sacramento, CA
Kevin Randolph
Gresham Savage Nolan & Tilden, PC - San Bernardino, CA
Kim Bick
Bick Law LLP - Partner - Newport Beach, CA
Kristin Brainerd
Resources Law Group, LLP - Sacramento, CA
Laura A. Schroeder
Schroeder Law Offices, PC - Portland, OR
M. Reed Hopper
Pacific Legal Foundation - Principal Attorney, National Litigation Center - Sacramento, CA
Marc T. Campopiano
Latham & Watkins LLP - Partner - Costa Mesa, CA
Mark A. Ostoich
Gresham Savage Nolan & Tilden, PC - San Bernardino, CA
Mary Scoonover
Resources Law Group - Sacramento, CA
Merswind Reyer
Resources Law Group, LLP - Sacramento, CA
Michael Mantell
Resources Law Group - Sacramento, CA
Misti M. Schmidt
Coblentz, Patch, Duffy & Bass LLP - Special Counsel - San Francisco, CA
Misti Schmidt
Conservation Partners LLP - Partner - Oakland, CA
Murray D. Feldman
Holland & Hart - Partner - Boise, ID
Patrick G. Mitchell
Downey Brand LLP - Partner - Roseville, CA
Richard M. Glick
Davis Wright Tremaine LLP - Portland, OR
Robert 'Perl' Perlmutter
Shute, Mihaly & Weinberger LLP - Partner - San Francisco, CA
Sara Clark
Shute, Mihaly & Weinberger LLP - Partner - San Francisco, CA
Sarah Rockwell
Kaplan Kirsch & Rockwell LLP - Partner - Denver, CO
Stephen J. Small, Esq.
Law Office of Stephen J. Small, Esq., P.C. - Cambridge, MA
Susannah T. French
Shute, Mihaly & Weinberger LLP - San Francisco, CA
Tamara S. Galanter
Shute, Mihaly and Weinberger LLP - Partner - San Francisco, CA
Therese Ure
Schroeder Law Offices, PC - Portland, OR
William Hutton
Conservation Partners LLP - Of Council - Oakland, CA
William J. White
Shute, Mihaly & Weinberger LLP - Partner - San Francisco, CA
State Funding / Technical Resources
Biological Control Program
Mike Pitcairn - Program Manager - Sacramento, CA
CalFire Resource Management
- Sacramento, CA
California Certified Farmers Market Program
- Sacramento, CA
California Department of Conservation
John Lowrie - Sacramento, CA
California Department of Water Resources
- Sacramento, CA
California Farmland Conservation Program (Williamson Act)
John Lowrie - Division of Land Resource Protection - Sacramento, CA
California Forest Improvement Program
Stewart McMorrow - CFIP Program Manager - Sacramento, CA
California Forest Legacy Program
Jeff Calvert, Forest Stewardship Program Manager - California Dept. of Forestry & Fire Protection - Sacramento, CA
California Invasive Species Program
Habitat Conservation Planning Branch - California Department of Fish and Wildlife - Sacramento, CA
California Land Acquisition Program
Wildlife Conservation Board - Sacramento, CA
California Landowner Incentive Program
Brian Olson - Sacramento, CA
California Noxious Weed Information Program
Dr. Dean KelchCA
California Public Access Program
- Wildlife Conservation Board - Sacramento, CA
California Rangeland, Grazing Land and Grassland Protection Program
John P. Donnelly - Executive Director, Wildlife Conservation Board - Sacramento, CA
California Riparian Habitat Conservation Program
Wildlife Conservation Board - Sacramento, CA
California Waterfowl Habitat Program
CA Dept of Fish and Wildlife - Sacramento, CA
California Watershed Program
- Sacramento, CA
Center for Invasive Species Research
Mark Hoddle - Director of Center for Invasive Species Research, Extension Specialist - Riverside, CA
Central Valley Project Improvement Act (CVPIA) Habitat Restoration Program (HRP)
DOI Bureau of Reclamation - Sacramento, CA
Coho Salmon Habitat Enhancement Leading to Preservation Act (Coho HELP Act)
CDFW Fisheries Branch - Sacramento, CA
Division of Marketing Services
CA Department of Food and Agriculture - Sacramento, CA
Ecosystem Restoration on Agricultural Lands
Wildlife Conservation Board - Sacramento, CA
Ecosystem Restoration Program
CDFW Water Branch - Sacramento, CA
Farm and Ranch Solid Waste Cleanup and Abatement Grant
CalRecycleCA
Farmland Mapping and Monitoring Program
- Sacramento, CA
Fire Prevention Grants Program
Natalie Burke - Department of Forestry and Fire Protection - Sacramento, CA
Fisheries Restoration Grant Program
CA Department of Fish and Wildlife - Sacramento, CA
Forest Conservation Program
Wildlife Conservation Board - Sacramento, CA
Forest Health Grants - California Climate Investments
Kristen Merrill - Forest Health Program Coordinator - Sacramento, CA
Habitat Enhancement and Restoration Program (General)
Wildlife Conservation Board - Sacramento, CA
Hydrilla Program - CDFA
Dr. Patrick Akers - Program Manager - Sacramento, CA
Inland Wetland Conservation Program
Wildlife Conservation Board - Sacramento, CA
Keep Me Wild
California Department of Fish and Game - Sacramento, CA
LandSmart
Sonoma RCD - Santa Rosa, CA
Oak Woodlands Conservation Program
Wildlife Conservation Board - Sacramento, CA
Permanent Wetland Easement Program
Heidi West - Lead Coordinator - Comprehensive Wetland Habitat Program - Sacramento, CA
Private Lands Wildlife Habitat Enhancement and Management Program (PLM)
CDFW Wildlife Branch - Sacramento, CA
Shared Habitat Alliance for Recreational Enhancement (SHARE) Program
Victoria Barr - Sacramento, CA
Sustainable Agricultural Lands Conservation Program
California Department of Conservation - Division of Land Resource Protection - Sacramento, CA
The Environmental Enhancement And Mitigation Program
CA Natural Resources Agency - Sacramento, CA
Timberland Conservation Program
CDFW - Sacramento, CA
Tax Advisors
D. Steven Yahnian, JD, CPA, LLM
Yahnian Law Corporation - Attorney at Law - Visalia, CA
Jason B. Stinson, CCIM
Commercial Realty Services of Alabama, LLC - Managing Member & Principal - Gadsden, AL
John M. Harman
Roadstead LTD. - Managing Director - Charleston, SC
Marcella Downing
Howk & Downing, LLP - Partner - Fresno, CA
R. Kevin Hinton, CPA
Wiebe Hinton Hambalek, LLP - Fresno, CA
Robert L. Wiebe, CPA
Wiebe Hinton Hambalek, LLP - Fresno, CA
Teresa B. Petty
Law Office of Teresa B. Petty - Attorney & Owner - Clovis, CA
The Simple Dollar
Trent Ham - Founder & ContributorIA
Water Street Solutions
- Peoria, IL
Wm. Lanier Thomas, J.D.
Lang, Richert, and Patch - Attorney - Fresno, CA
Tax Credit Brokers
Foss & Company
Tax Credit Specialists - San Francisco, CA
Tax Credit Connection, Inc.
Ariel Steele, Owner - Longmont, CO

 Succession Planning

   
Show Articles on Succession Planning (13)
Preserving the Family Woods: Tools to Help Guide Transfer to the Next Generation of Landowners
By:

This publication is about one thing: securing the future of your woods. To get you the information about how to do that, the paper takes two approaches.& ...

 

Connecting retiring landowners and beginning farmers to keep agriculture alive
By:

Are you a retiring farmer, looking for someone to take over? Land Link is a valuable program that connects beginning farmers with retiring landowners to faciliate farm transfers.

 

Multi-Generational Ownership and Planning for Family Owned Properties
By:

The paper explains many of the common legal tools used by families to manage and/or transfer family lands, and gives a very good overview of the expectations and considerations families will face throughout the process.

 

Forever Donation
By:

A landowner recently asked us: What is the best way to ensure that the land I donate is not sold? We put the question to the land trust community and it generated quite a bit of activity on the land trust listserv.

 

Estate Planning for Forest Landowners - What Will Become of Your Timberland?
By:

The purpose of this book is to provide guidelines and assistance to nonindustrial private  forest owners and the legal, tax, financial, insurance, and forestry professionals who serve  them on the application of estate planning techniques to forest properties.

 

Farm Succession plan important piece of the puzzle
By:

Designing a succession plan for your farm is important in protecting the assets that you've worked so long and hard to acquire.

 

Guardianship and Conservatorships
By:

One of a parent’s greatest fears involves what will happen to his or her minor children in the event of the parent’s premature death or incapacity.

 

Federal Reforestation Deduction and Amortization

Qualified reforestation expenditures (or afforestation in the case of planting or seeding nonforested land) paid or incurred in a tax year to a maximum of $10,000 per qualified timber property (QTP) can be immediately deducted by all taxpayers, except trusts.

 

REITs and Timber Taxation
By:

A real estate investment trust (REIT) is a special tax entity investing in real estate (such as shopping malls, apartments, and timberland).

 

Like-Kind Exchanges of Conservation Easements
By:

Certain individuals who own land with significant conservation value, for example landowners of wildlife habitat or open space, can preserve the character of their land, obtain additional property, and defer taxes on the transaction, all at the same time.

 

What is a Like Kind Exchange?
By:

Internal Revenue Code section 1031 establishes the rules for like-kind exchanges. This is a tool that can be used by private landowners to defer real estate transfer taxes by exchanging one piece of property for another.

 

Year End Exchanges
By:

Like-kind exchanges that commence in one tax year and end in a subsequent tax year are sometimes called Year End Exchanges. Year End Exchanges contain some unique benefits and some hidden pitfalls.

 

Qualified Intermediaries
By:

A qualified intermediary (QI) is a neutral party who may assist a landowner in facilitating a like-kind exchange. The QI enters into a written agreement, known as the exchange agreement, with the landowner.

 

Show Succession Planning Organizations & Professionals (357)
There are 357 resources serving Tulare County in the following categories:
map itMap of Succession Planning Organizations & Professionals serving Tulare County
Conservation Real Estate
Beartooth Capital Partners
Robert Keith - Managing Principal and Co-Founder - Bozeman, MT
California Outdoor Properties
Todd Renfrew - Broker & Owner - Vacaville, CA
CeCe & Robin Short
- California Outdoor Properties - Napa, CA
Craig Smith & Associates, Inc.
Craig Smith - Tulare, CA
David Olson
Conservation Earth Consulting - Conservation & Restoration Expert - Burbank, CA
Debra Geiler
Conservation Land Group - Sausalito, CA
Kevin Knowles
Conservation Land Group, Inc - Sausalito, CA
Markus B Niebanck, PG
Amicus Environmental Consulting - Principal - Oakland, CA
Marty Renfrew
California Outdoor Properties - Real Estate Agent - Vacaville, CA
Olen Zirkle
TRI Outdoor Properties - Conservation Lands Specialist - Rocklin, CA
Pearson Realty
Jim Olivas - Visalia, CA
Royce Worden
California Outdoor Properties - Real Estate Agent - Vacaville, CA
Schuil & Associates
Marc Schuil - Visalia, CA
The Ranch Company
John H. Grimmius - Visalia, CA
Todd Dye
California Outdoor Properties - Real Estate Agent - Vacaville, CA
Estate Planners
California FarmLink
- Santa Cruz, CA
Cambyses Capital
Steven J Roy - Chief Operating Officer - Toluca Lake, CA
Christina Gallagher Nelson
Greene Radovsky Maloney Share & Hennigh LLP - Partner - San Francisco, CA
Christopher B. Johnson
- Attorney at Law - Pasadena, CA
Curtis Rindlisbacher
Perkins, Mann & Everett - Partner - Fresno, CA
D. Keith Bilter
Friedman, McCubbin, Spalding, Bilter, Roosevelt & Montgomery - San Francisco, CA
D. Steven Yahnian, JD, CPA, LLM
Yahnian Law Corporation - Attorney at Law - Visalia, CA
David A. Diamond
Hines Carr Diamond LLP - Napa, CA
Dennis A. Fordham
- Lakeport, CA
Ellen I. Kahn
Partner - Sideman & Bancroft LLP - San Francisco, CA
Giancarlo Estrada
Estrada Legal, PC - Phoenix, AZ
Jan T. Perkins
Perkins, Mann & Everett - Partner - Fresno, CA
Janet L. Brewer
The Law Office of Janet L. Brewer - Palo Alto, CA
Jonathon Petty
Wright & Wright Attorneys at Law, Inc. - Attorney - Fresno, CA
Judith Wright
Wright & Wright Attorneys at Law, Inc. - Attorney - Fresno, CA
Kent W. Silvester
Boutin Jones Inc. - Shareholder - Sacramento, CA
L. Stuart List
Boutin Jones Inc. - Shareholder - Sacramento, CA
Legacy by Design
Kevin Spafford, CFP® - Founder - Yuba, CA
Leticia Martinez
Law Office of Leticia Martinez - Owner - Visalia, CA
Marcella Downing
Howk & Downing, LLP - Partner - Fresno, CA
MARGARET R. ROISMAN
Roisman Henel, LLP - Oakland, CA
McCarthy & Rubright, LLP
Steve McCarthy - Partner - Red Bluff, CA
Philip A. Robb
Robb and Ross - Mill Valley, CA
Philip Flanigan
The Law Offices of Philip M. Flanigan - Fresno, CA
Randy Long
Law Offices of Randy M. Long - Reedley, CA
Renee M. Gabbard
Bryan Cave, LLP - Partner - Irvine, CA
Robert Howk
Howk & Downing, LLP - Partner - Fresno, CA
Robert L. Wiebe, CPA
Wiebe Hinton Hambalek, LLP - Fresno, CA
Robert S. Wright
Wright & Wright Attorneys at Law, Inc. - Attorney - Fresno, CA
Teresa B. Petty
Law Office of Teresa B. Petty - Attorney & Owner - Clovis, CA
Thomas Hogan
Thomas Hogan Law Office - Attorney - Pleasanton, CA
Virginia Palmer
Wendel, Rosen, Black & Dean LLP - Attorney - Oakland, CA
Wm. Lanier Thomas, J.D.
Lang, Richert, and Patch - Attorney - Fresno, CA
Estate Planning Attorneys
Alan J. Titus
Robb and Ross - Mill Valley, CA
Alvin T. Levitt
Manatt, Phelps & Phillips, LLP - Partner - San Francisco, CA
Barbara Detrich Gallagher
Spaulding McCullough & Tansil LLP - Of Counsel - Santa Rosa, CA
Bette B. Epstein
Reed Smith LLP - San Francisco, CA
Beverly J. Smith
Burnham Brown - Associate - Oakland, CA
Brian F. Simas
Kirk & Simas - Santa Maria, CA
C. Jean Ryan
Sideman & Bancroft LLP - San Francisco, CA
Cameron L. Hess, Esq., C.P.A.
Wagner Kirkman Blaine Kloparens & Youmans LLP - Partner - Mather, CA
Carolyn E. Henel
Roisman Henel LLP - Oakland, CA
Catherine J. Banti
Anderson Zeigler - Santa Rosa, CA
Charles Des Roches
Noland Hamerly Etienne & Hoss - Salinas, CA
Charles M. Riffle
Aaron, Riechert, Carpol & Riffle, APC. - Shareholder, Attorney - Redwood City, CA
Danielle R. Moyer
Downey Brand LLP - Counsel - Sacramento, CA
David Anderson
Anderson Reynard LLP - Partner - San Diego, CA
David B. Gaw
Gaw Van Male - Managing Partner | Co-Founder - Napa, CA
David W. Scopp
Law Office of David W. Scopp - Monterey , CA
Deanna D. Lyon
Wendel, Rosen, Black & Dean LLP - Oakland, CA
Diane S. Greenberg
Jorgenson, Siegel, McClure & Flegel, LLP - Partner - Menlo Park, CA
Donald J. Mccubbin
Friedman, Mccubbin, Spalding, Bilter, - San Francisco, CA
Donna L. Courville
Boutin Jones Inc. - Of Counsel - Sacramento, CA
Edward J. Corey, Jr.
Weintraub Tobin Chediak Coleman Grodin Law Corporation - Sacramento, CA
Eliot S. Nahigian
Coleman & Horowitt, LLP - Fresno, CA
Elizabeth A. Boettger Cannon
Plageman, Lund & Cannon LLP - Oakland, CA
Elizabeth M. Engh
Donahue Fitzgerald LLP - Partner - Walnut Creek, CA
Ellen A. Fred
Conservation Partners, Inc. - Principal, Attorney and Mediator - Oakland, CA
Eric L. Laurence
Campbell & Wells, P.A. - Albuquerque, NM
Erik Dryburgh
Adler & Colvin - Principal - San Francisco, CA
Ernest F. Der
Skootsky & Der LLP - San Francisco, CA
Francis P. Lloyd
Horan Lloyd - Of Counsel - Carmel, CA
Gene E. Pendergast, Jr.
Wilke, Fleury, Hoffelt, Gould & Birney, LLP - Sacramento, CA
Genevieve M. Moore
Bancroft & McAllister LLP - Partner - Larkspur, CA
George F. Montgomery Ii
Friedman, Mccubbin, Spalding, Bilter, - San Francisco, CA
George T. Argyris
Farella Braun & Martel LLP - Partner - San Francisco, CA
Gina L. Lera
Downey Brand LLP - Partner - Sacramento, CA
Hogan & Stickel, Inc.
- Fort Bragg, CA
J. Ronald Hershberger
Thoits Law - Of Counsel - Los Altos, CA
James F. King
Mannon, King and Johnson - Ukiah, CA
James Leet
Boutin Jones Inc. - Shareholder - Sacramento, CA
James M. Allen
Leland, Parachini, Steinberg, Matzger & Melnick, LLP - San Francisco, CA
Jeffer Mangels Butler & Mitchell
- Los Angeles, CA
Jeffrey A. Jaech
Baker Manock & Jensen - Fresno, CA
Jeffrey S. Tachiki
The Tachiki Law Group - Oakland, CA
Jennifer Jordan McCall
Pillsbury Winthrop Shaw Pittman LLP - Partner - Palo Alto, CA
Jill S. Dodd
Manatt, Phelps & Phillips, LLP - San Francisco, CA
Jo Marie Ometer
Noland, Hamerly, Etienne & Hoss - Monterey, CA
Joan A. LeBlanc
Lakin Spears, LLP - Palo Alto, CA
John A. Hartog
Hartog & Baer - Orinda, CA
John L. McDonnell, Jr.
- Orinda, CA
Judith V. Gordon
Grant & Gordon LLP - Palo Alto, CA
Kay U. Brooks
Weintraub Tobin Chediak Coleman Grodin Law Corporation - Shareholder - Sacramento, CA
Kelly F. Tiberini
Downey Brand LLP - Associate - Sacramento, CA
Kenneth A. Baldwin
McCormick Barstow LLP - Fresno, CA
Kenneth R. Hillier
Folger Levin LLP - San Francisco, CA
Kirt F. Zeigler
Anderson Zeigler - SANTA ROSA, CA
Kristin M. DeMaria
Mallery & DeMaria - Monterey, CA
Law Offices of Mark L. Ranft
Mark Ranft - Ukiah, CA
Levon Sagatelyan
Berberian & Sagatelyan, Inc - Millbrae, CA
Linda C Roodhouse
Lombardi, Loper, & Conant LLP - Oakland, CA
Margaret M. Elliott
Anderson Zeigler - Santa Rosa, CA
Margaret M. Hand
Hand & Little, PC - Oakland, CA
Marilyn G. Kittleson
Anderson Zeigler - Santa Rosa, CA
Mark H. Johnson
Johnson Fantl & Kennifer LLP - Monterey, CA
Mary Catherine Doherty
Law Offices of Mary Catherine Doherty, A Professional Corporation - Santa Rosa, CA
McCarthy & Rubright
Emily Jackson - Red Bluff, CA
McCarthy & Rubright, LLP
Scott E. Rubright - Red Bluff, CA
Michael Gilfix
Gilfix & La Poll Associates LLP - Attorney/Principal - Palo Alto, CA
Mike D. Maciel
Michael D. Maciel, a Law Corporation - Santa Rosa, CA
Misti Schmidt
Conservation Partners LLP - Partner - Oakland, CA
Monica Dell'Osso
Burnham Brown - Partner - Oakland, CA
Myron G. Sugarman
Cooley LLP - Senior Counsel - San Francisco, CA
Neil F. Horton
Horton West & Chambers LLP - Oakland, CA
Nicholas C. Fantl
Johnson Fantl & Kennifer LLP - Monterey , CA
Nick Lucich
Helon & Manfredo, LLP - Fresno , CA
Nickolas P. Tooliatos
Randick O'Dea & Tooliatos LLP - Pleasanton, CA
Noland Hamerly Etienne & Hoss
Gilroy Office - Gilroy, CA
Noland Hamerly Etienne & Hoss
King City Office - King City, CA
Noland, Hamerly, Etienne & Hoss
Salinas Office - Salinas, CA
Peter S. Myers
Myers Urbatsch P.C. - San Francisco, CA
Philip B. Feldman
Coblentz, Patch, Duffy & Bass LLP - San Francisco, CA
Philip F. Spalding
Friedman McCubbin Spalding Bilter Roosevelt & Montgomery APC - San Francisco, CA
Raymond G. Ellis
Orrick, Herrington & Sutcliffe LLP - Senior Counsel - San Francisco, CA
Rebeccah B. Miller
Lakin Spears, LLP - Palo Alto, CA
Richard L. Ehrman
Thoits Law - Los Altos, CA
Richard S. Kinyon
Shartsis Friese LLP - San Francisco, CA
Robert L. Sullivan, Jr.
McCormick Barstow LLP - Of Counsel - Fresno, CA
Robin L. Klomparens
Wagner Kirkman Blaine Klomparens & Youmans LLP - Partner - Mather, CA
Roger W. Poyner
Poyner & Poyner LLP - Los Gatos, CA
Ronald A. VandenBerg
Lakin Spears, LLP - Palo Alto, CA
Scott W. Wall
Andre, Morris & Buttery - San Luis Obispo, CA
Sean R. Kenney
Myers Kenney P.C. - San Francisco, CA
Silvio Reggiardo III
Downey Brand LLP - Partner - Sacramento, CA
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Stephen F. Johnson
Mannon, King and Johnson - Ukiah, CA
Sterling L. Ross, Jr.
Robb & Ross - Mill Valley, CA
Stevan N. Luzaich
Corey, Luzaich, de Ghetaldi, Nastari & Riddle LLP - Partner - Millbrae, CA
Steven D. Anderson
Anderson Yazdi Hwang Minton + Horn LLP - Partner - Burlingame, CA
Susan E. Kaye
Kaye Moser Heirbaum LLP - Founding Partner - San Francisco, CA
Terry M. Mallery
Mallery & DeMaria - Monterey, CA
Thomas J. Stikker
Dudnick Detwiler Rivin & Stikker LLP - Partner - San Francisco, CA
Thomas L. McKenzie, JD, RFC
McKenzie Legal & Financial - Attorney/Financial Advisor - Los Alamitos, CA
W.F. Docker
McCormick Barstow LLP - Fresno, CA
Wilfrid F. Roberge, Jr.
Donahue Fitzgerald LLP - Of Counsel - Walnut Creek, CA
William H. Coleman
Coleman & Horowitt LLP - Partner - Fresno, CA
William H. Plageman, Jr.
Plageman, Lund & Cannon LLP - Retired Partner (senior counsel) - Oakland, CA
Zachary Price
Johnson Fantl & Kennifer LLP - Monterey, CA
Financial Planners
Bank Of The Sierra Ag Credit
- Porterville, CA
Central Valley Community Bank
Terry Crawford - Fresno, CA
Farm Credit West
Don O Dell - Visalia, CA
Franklin & Associates
Paul E. Franklin - Porterville, CA
Jonathon Petty
Wright & Wright Attorneys at Law, Inc. - Attorney - Fresno, CA
Judith Wright
Wright & Wright Attorneys at Law, Inc. - Attorney - Fresno, CA
R. Dale Ginter
Downey Brand LLP - Partner - Sacramento, CA
Robert S. Wright
Wright & Wright Attorneys at Law, Inc. - Attorney - Fresno, CA
Ron Frazier Financial Consulting
Ron Frazier - Visalia, CA
Stifel Nicolaus
David C. Sharp - Visalia, CA
Teresa B. Petty
Law Office of Teresa B. Petty - Attorney & Owner - Clovis, CA
Thomas L. McKenzie, JD, RFC
McKenzie Legal & Financial - Attorney/Financial Advisor - Los Alamitos, CA
Tri Counties Bank
- Visalia, CA
Westwood Capital Services
Dennis Sexton - Porterville, CA
Wm. Lanier Thomas, J.D.
Lang, Richert, and Patch - Attorney - Fresno, CA
Investment Advisers / CPAs
Baker, Peterson & Franklin, LLP, CPA
Janell Attebery - Partner - Fresno, CA
Bret Bastrire, CPA
Bret Bastrire - Visalia, CA
Burr Pilger Mayer
- East Palo Alto, CA
Burr Pilger Mayer
- Santa Rosa, CA
Burr Pilger Mayer
- San Jose, CA
Burr Pilger Mayer
- Walnut Creek, CA
Burr, Pilger, Mayer
- San Francisco, CA
Christine L. Bettencourt
Noell Agnew & Morse, LLP - Visalia, CA
Debra M. Agnew
Noell Agnew & Morse, LLP - Visalia, CA
Frank Hambalek, Jr., CPA
Wiebe Hinton Hambalek, LLP - Fresno, CA
Gilman, Harris & Travioli, Accountancy Corporation
Megan Travioli - Visalia, CA
Hocking, Denton & Palmquist, CPA
Craig Swearingen - Visalia, CA
John M. Harman
Roadstead LTD. - Managing Director - Charleston, SC
Kevin A. Noell
Noell Agnew & Morse, LLP - Visalia, CA
M. Green & Company, LLP, CPA
Kevin M. Green - Tulare, CA
Marthea V. Noell
Noell Agnew & Morse LLP - Visalia, CA
Pine, Pedroncelli & Aguilar, Inc., CPA
William Pine - Visalia, CA
R. Kevin Hinton, CPA
Wiebe Hinton Hambalek, LLP - Fresno, CA
Robert L. Wiebe, CPA
Wiebe Hinton Hambalek, LLP - Fresno, CA
Steve Bratcher & Associates, CPA
Steve Bratcher - Visalia, CA
Vollmer, Daniel, Gaebe & Grove, LLP, CPA
- Visalia, CA
Land Trusts
American Farmland Trust
- Washington, DC
Antelope Valley Conservancy
Wendy Reed, MPA - President - Quartz Hill, CA
California Council of Land Trusts
Ane Deister - Executive Director - Sacramento, CA
California Rangeland Trust
Nita Vail - Executive Director - Sacramento, CA
Caspar Community
- Caspar, CA
Catalina Island Conservancy
Cynthia Fogg - Long Beach, CA
Cayucos Land Conservancy
- Cayucos, CA
Claremont Wildlands Conservancy
- Claremont, CA
Coachella Valley Mountains Conservancy
Jim R. Karpiak - Executive Director - Palm Desert, CA
Desert Tortoise Preserve Committee, Inc.
Jillian Estrada - Preserve Manager and Conservation Coordinator - Riverside, CA
Eastern Sierra Land Trust
Kay Ogden - Executive Director - Bishop , CA
El Moro Elfin Forest
- Los Osos, CA
El Rio Reyes Conservation Trust
- Reedley, CA
Elkhorn Slough Foundation
- Moss Landing, CA
Escondido Creek Conservancy
Geoffrey D. Smith, MA - Executive Director - Escondido, CA
Feather River Land Trust
Paul Hardy - Executive Director - Quincy, CA
Foundation for the Preservation of the Santa Susana Mountains
- Chatsworth, CA
Friends of the Desert Mountains
Debra Sutley - Executive Director - Palm Desert, CA
Friends of the Dunes
Pete Bidigare - Executive Director - Arcata, CA
Friends of the Fiscalini Ranch Preserve
- Cambria, CA
Golden State Land Conservancy
Marc Deprey - Executive Director - Sebastopol, CA
Great Basin Land and Water Trust
- San Francisco, CA
Huntington Beach Wetlands Conservancy
- Huntington Beach, CA
Iron Mountain Conservancy
- Ramona, CA
Jacoby Creek Land Trust
- Bayside, CA
John Muir Land Trust
Linus Eukel - Executive Director - Martinez, CA
Kern River Valley Heritage Foundation
Tom Anderson - Principal - Lake Isabella, CA
Laguna Canyon Foundation
- Laguna Beach, CA
Laguna de Santa Rosa Foundation
David Bannister - Executive Director - Santa Rosa, CA
Laguna Greenbelt, Inc.
- Laguna Beach, CA
Lake County Land Trust
Melissa Kinsel - Outreach Coordinator - Lakeport, CA
Lakeside's River Park Conservancy
- Lakeside, CA
Land Trust of Santa Cruz County
Terry Corwin - President & CEO - Santa Cruz, CA
Lassen Land and Trails Trust
- Susanville, CA
Lompico Watershed Conservancy
- Felton, CA
Marin Open Space Trust
Bill Long - Chair - San Rafael, CA
Mattole Restoration Council
- Petrolia, CA
McKinleyville Land Trust
Nancy Correll - President - McKinleyville, CA
Midcoast Park Lands, Inc.
- El Granada, CA
Mill Creek Watershed Conservancy
CA
Mountain Meadows Conservancy
- Westwood, CA
Mountains Restoration Trust
Debbie Sharpton - Executive Director - Calabasas, CA
Nature Trust of the Santa Monica Mountains
Peter Ireland - President - Malibu, CA
North American Land Trust
Monica McQuail - Communications & Stewardship Assistant - Chadds Ford, PA
North Delta Conservancy
Robert Jones - President - Walnut Grove, CA
Northcoast Regional Land Trust
Lindsay Magnuson - Executive Director - Bayside, CA
Northern California Regional Land Trust
John W. Hunt - Executive Director - Chico, CA
Northern Sierra Partnership
Lucy Blake - President - San Francisco, CA
Ojai Valley Land Conservancy
Greg Gamble - Executive Director - Ojai, CA
Pacific Forest Trust
- San Francisco, CA
Pacifica Land Trust
- Pacifica, CA
Placer Land Trust
Jeff Darlington - Executive Director - Auburn, CA
Quail Ridge Wilderness Conservancy
- Davis, CA
Redlands Conservancy
Sherli Leonard - Executive Director - Redlands, CA
Redwood Coast Land Conservancy
Linda Bell - Executive Director - Gualala, CA
Riverside Land Conservancy
Gail Egenes - Executive Director - Riverside, CA
Rocky Mountain Elk Foundation
- Missoula, MT
Sacramento River Preservation Trust
Lucas RossMerz - Executive Director - Chico, CA
Sacramento Valley Conservancy
Aimee B. Rutledge - Executive Director - Sacramento, CA
San Andreas Land Conservancy
- Davenport, CA
San Benito Agricultural Land Trust
- Tres Pinos, CA
San Dieguito River Valley Conservancy
Trish Boaz - Executive Director - San Diego, CA
San Joaquin River Parkway and Conservation Trust
Dave Koehler - Executive Director - Fresno, CA
Santa Lucia Conservancy
Christy Fischer - Executive Director - Carmel, CA
Santa Monica Mountains Trails Council
- Agoura Hills, CA
Save Mount Diablo
Ron Brown - Executive Director - Walnut Creek, CA
Save the Redwoods League
Ruskin Hartley - San Francisco, CA
Sempervirens Fund
Reed Holderman - Executive Director - Los Altos, CA
Sequoia Riverlands Trust
Aaron Collins - Director of Communications - Visalia, CA
Seven Generations Land Trust
- Berkeley, CA
Shasta Land Trust
Anne Murphy - Executive Director - Redding, CA
Sierra Nevada Conservancy
Jim Branham - Executive Officer - Auburn, CA
Silicon Valley Land Conservancy
Craige Edgerton - Executive Director - San Jose, CA
Siskiyou Land Trust
Kathleen Hitt - Conservation Director - Mount Shasta, CA
Southern Oregon Land Conservancy
Diane Garcia - Executive Director - Ashland, OR
Sportsmen's National Land Trust
- Agawam, MA
Sutter Buttes Regional Land Trust
Coleen Morehead - Executive Director - Yuba City , CA
The Habitat Trust
Doug Doepke - President & Acting Executive Director - Pasadena, CA
The Nature Conservancy, California Field Office
- San Francisco, CA
The Wilderness Land Trust
Brad Borst - President - Bainbridge Island, WA
Tri-Valley Conservancy
Laurie Mercier - Executive Director - Livermore, CA
Truckee Donner Land Trust
Perry Norris - Executive Director - Truckee, CA
Ventura Hillsides Conservancy
Derek Poultney - Protection Coordinator - Ventura, CA
Wildlife Heritage Foundation
Patrick J. Shea, Ph.D. - Director/Executive Director - Lincoln, CA
Yolo Land Trust
Michele Clark - Executive Director - Woodland, CA
Qualified Intermediaries for 1031 Exchanges
1031 Exchange Advantage, TM
- Carlsbad, CA
1031 Exchange Professionals Inc.
David Kuns - San Mateo, CA
1031 Strategies & Services Group
- San Francisco, CA
1031X.com, Inc.
Steven Hickox and Christopher T. Sayre - Co-founders - Denver, CO
Acacia Exchange Services
- Healdsburg, CA
Amherst Exchange Corporation
- Santa Barbara, CA
Asset Exchange Company
- San Francisco, CA
Asset Preservation, Inc.
- Roseville, CA
Atlas 1031 Exchange, LLC
Andy Gustafson, Certified Exchange Specialist® - President and Founder - Fort Walton Beach, FL
Brenda Muller
Asset Preservation, Inc - Division Manager - Harrisonburg, VA
Craig Procter, CES
Starker Services - Los Gatos, CA
Custom 1031 Inc.
- Spokane, WA
Erin Jergentz
Starker Services - Los Gatos, CA
Exchange Resources, Inc.
- San Diego, CA
Exeter 1031 Exchange Services, LLC
Elizabeth Harris - Vice President, Marketing & Business Development - San Diego, CA
First Bank 1031 Corporation
Jeff King - Senior Vice President - Longmont, CO
Jason S. Buckingham, Esq.
Exeter 1031 Exchange Services, LLC - Assistant Vice President and General Counsel - San Francisco, CA
John M. Harman
Roadstead LTD. - Managing Director - Charleston, SC
Keegan & Coppin Company Inc.
Al Coppin - President, Broker, Company Wide Inquiries - Santa Rosa, CA
Mission Bank 1031 Exchange, LLC
- Bakersfield, CA
Old Republic Exchange Facilitator Company (OREXCO)
Lori De Martini, Esq. - President - Glendale, CA
Rosa Esqueda
Exeter 1031 Exchange Services, LLC - Senior 1031 Exchange Consultant - Los Angeles, CA
Safe Harbor Exchange, Inc.
- Tustin, CA
Stephen Davis
Safe Harbor Asset Management - Huntington, NY
Steven W. Monk
Exeter 1031 Exchange Services, LLC - 1031 Exchange Consultant - Fresno, CA
The Exchange Connection, Inc.
- Snohomish, WA
Xchange Solutions, Inc.
- San Jose, CA
Tax Advisors
D. Steven Yahnian, JD, CPA, LLM
Yahnian Law Corporation - Attorney at Law - Visalia, CA
Jason B. Stinson, CCIM
Commercial Realty Services of Alabama, LLC - Managing Member & Principal - Gadsden, AL
John M. Harman
Roadstead LTD. - Managing Director - Charleston, SC
Marcella Downing
Howk & Downing, LLP - Partner - Fresno, CA
R. Kevin Hinton, CPA
Wiebe Hinton Hambalek, LLP - Fresno, CA
Robert L. Wiebe, CPA
Wiebe Hinton Hambalek, LLP - Fresno, CA
Teresa B. Petty
Law Office of Teresa B. Petty - Attorney & Owner - Clovis, CA
The Simple Dollar
Trent Ham - Founder & ContributorIA
Water Street Solutions
- Peoria, IL
Wm. Lanier Thomas, J.D.
Lang, Richert, and Patch - Attorney - Fresno, CA
Tax Law Attorneys
Alvin T. Levitt
Manatt, Phelps & Phillips, LLP - Partner - San Francisco, CA
Boutin Jones Inc.
- Woodland, CA
Brian F. Simas
Kirk & Simas - Santa Maria, CA
Brian P. Bowen
Boutin Jones Inc. - Attorney - Sacramento, CA
C. Jean Ryan
Sideman & Bancroft LLP - San Francisco, CA
Cameron L. Hess, Esq., C.P.A.
Wagner Kirkman Blaine Kloparens & Youmans LLP - Partner - Mather, CA
David Anderson
Anderson Reynard LLP - Partner - San Diego, CA
Eliot S. Nahigian
Coleman & Horowitt, LLP - Fresno, CA
Elizabeth A. Boettger Cannon
Plageman, Lund & Cannon LLP - Oakland, CA
Elizabeth M. Engh
Donahue Fitzgerald LLP - Partner - Walnut Creek, CA
Ellen I. Kahn
Partner - Sideman & Bancroft LLP - San Francisco, CA
Genevieve M. Moore
Bancroft & McAllister LLP - Partner - Larkspur, CA
George T. Argyris
Farella Braun & Martel LLP - Partner - San Francisco, CA
Hogan & Stickel, Inc.
- Fort Bragg, CA
James D. Schwefel, Jr.
Noland Hamerly Etienne & Hoss - Salinas, CA
James Leet
Boutin Jones Inc. - Shareholder - Sacramento, CA
James M. Allen
Leland, Parachini, Steinberg, Matzger & Melnick, LLP - San Francisco, CA
James M. Ash
Husch Blackwell LLP - Kansas City, MO
Jeffer Mangels Butler & Mitchell
- Los Angeles, CA
Jennifer Jordan McCall
Pillsbury Winthrop Shaw Pittman LLP - Partner - Palo Alto, CA
Jill S. Dodd
Manatt, Phelps & Phillips, LLP - San Francisco, CA
John A. Hartog
Hartog & Baer - Orinda, CA
John J. McGregor
McCormick Barstow LLP - Fresno, CA
John S. Reynard III, Esq., LL.M.
Anderson Reynard LLP - Partner - San Diego, CA
Joseph G. De Angelis
Downey Brand LLP - Partner - Sacramento, CA
Kelly F. Tiberini
Downey Brand LLP - Associate - Sacramento, CA
Kenneth R. Hillier
Folger Levin LLP - San Francisco, CA
Kirt F. Zeigler
Anderson Zeigler - SANTA ROSA, CA
Myron G. Sugarman
Cooley LLP - Senior Counsel - San Francisco, CA
Neil F. Horton
Horton West & Chambers LLP - Oakland, CA
Nickolas P. Tooliatos
Randick O'Dea & Tooliatos LLP - Pleasanton, CA
Noland Hamerly Etienne & Hoss
Monterey Office - Monterey, CA
Noland Hamerly Etienne & Hoss
Gilroy Office - Gilroy, CA
Noland Hamerly Etienne & Hoss
King City Office - King City, CA
Noland, Hamerly, Etienne & Hoss
Salinas Office - Salinas, CA
Philip B. Feldman
Coblentz, Patch, Duffy & Bass LLP - San Francisco, CA
Raymond G. Ellis
Orrick, Herrington & Sutcliffe LLP - Senior Counsel - San Francisco, CA
Richard S. Kinyon
Shartsis Friese LLP - San Francisco, CA
Robert R. Rubin
Boutin Jones Inc. - Shareholder - Sacramento, CA
Silvio Reggiardo III
Downey Brand LLP - Partner - Sacramento, CA
Stephen J. Small, Esq.
Law Office of Stephen J. Small, Esq., P.C. - Cambridge, MA
Steven D. Anderson
Anderson Yazdi Hwang Minton + Horn LLP - Partner - Burlingame, CA
Thomas J. Stikker
Dudnick Detwiler Rivin & Stikker LLP - Partner - San Francisco, CA
Wendy Bleiman
Coblentz, Patch, Duffy & Bass LLP - Special Counsel - San Francisco, CA
William H. Coleman
Coleman & Horowitt LLP - Partner - Fresno, CA
William Hutton
Conservation Partners LLP - Of Council - Oakland, CA
 

 Google News about Tax and Estate Planning

The following news articles are provided by the Google News service and do not reflect the views or imply an endorsement by the California Land Conservation Assistance Network and its affiliates. We cannot guarantee the relevance of the content of this page or any links that may be followed from the articles herein.

1031 Exchanges News Items
Rent reform in New York, California propels new wave of multifamily investors to Miami - The Real Deal
9/19/2019 4:30:15 PM
Rent reform in New York, California propels new wave of multifamily investors to Miami    The Real Deal Multifamily investors are moving quickly and making offers on properties in South Florida, brokers say. But they are also encountering a strong rental market and ...

Levin Johnston directs two property trades totaling $28.6 million in California Bay Area - Multihousing Pro magazine
9/16/2019 12:40:46 PM
Levin Johnston directs two property trades totaling $28.6 million in California Bay Area    Multihousing Pro magazine Levin Johnston directed the acquisition of a newly renovated office in Redwood City, California, and the sale of an apartment community in Mountain View.

REIT Closes $123M in Southern California Acquisitions, Sales - Commercial Property Executive
9/4/2019 3:00:00 AM
REIT Closes $123M in Southern California Acquisitions, Sales    Commercial Property Executive Rexford Industrial Realty has added five properties totaling nearly a half-million square feet to its portfolio in separate transactions, and partially financed the ...

Pasadena's ExchangeRight Becomes Nation's Second Largest Sponsor of Securitized 1031-Exchangeable Real Estate Investments | Pasadena California, Hotels,CA Real Estate,Restaurants,City Guide... - Pasadena.com - Pasadena Now
8/16/2019 3:00:00 AM
Pasadena's ExchangeRight Becomes Nation's Second Largest Sponsor of Securitized 1031-Exchangeable Real Estate Investments | Pasadena California, Hotels,CA Real Estate,Restaurants,City Guide... - Pasadena.com    Pasadena Now Pasadena-based ExchangeRight has emerged as the nation's second-largest sponsor of securitized 1031-exchangeable real estate investments, according to a ...

Pioneering Businesswoman Margaret Sedenquist Embraces 'Disrupter' Status, And Will Talk About That Today | Pasadena California, Hotels,CA Real Estate,Restaurants,City Guide... - Pasadena.com - Pasadena Now
8/7/2019 3:00:00 AM
Pioneering Businesswoman Margaret Sedenquist Embraces 'Disrupter' Status, And Will Talk About That Today | Pasadena California, Hotels,CA Real Estate,Restaurants,City Guide... - Pasadena.com    Pasadena Now Margaret Sedenquist grew up in Douglas, Wyoming and moved Westward in true pioneer spirit. That spirit propelled her to become one of the first powerful ...

Investors Look Outside California for Single-Tenant NNN Assets - GlobeSt.com
8/5/2019 3:00:00 AM
Investors Look Outside California for Single-Tenant NNN Assets    GlobeSt.com MCALLEN, TX—Three recent transactions represent a rising trend of local investors looking outside of California for a particular asset class. MetroGroup Realty ...

1031 Exchanges Save IRS & State Taxes, Even Leaving California - Forbes
8/1/2019 3:00:00 AM
1031 Exchanges Save IRS & State Taxes, Even Leaving California    Forbes Section 1031 is one of the few sections of the tax code everyone seems to know. It is even routinely used as a verb. Under 1031, if you exchange real estate for ...

Levin Johnston Directs $15.95 Million Sale of 52-Unit Multifamily Community in Alameda, California - MultifamilyBiz.com
6/18/2019 3:00:00 AM
Levin Johnston Directs $15.95 Million Sale of 52-Unit Multifamily Community in Alameda, California    MultifamilyBiz.com NEWPORT BEACH, CA - Levin Johnston of Marcus and Millichap, one of the top multifamily brokerage teams in the U.S. specializing in wealth management...

Bill to Repeal California Tax Credits = Backdoor Tax Increase - California Globe
5/29/2019 3:00:00 AM
Bill to Repeal California Tax Credits = Backdoor Tax Increase    California Globe The $65.2 billion per year in various California income tax credits, deductions, exemptions, and exclusions, is now being targeted under the guise of.

Levin Johnston directs $25.5 million sale of 38-unit townhouse-style apartment community in San Mateo, California - Multihousing Pro magazine
5/15/2019 3:00:00 AM
Levin Johnston directs $25.5 million sale of 38-unit townhouse-style apartment community in San Mateo, California    Multihousing Pro magazine Levin Johnston of Marcus and Millichap, one of the top multifamily brokerage teams in the U.S. specializing in wealth management through commercial real ...

Levin Johnston Directs $15.5 Million Land Sale in Downtown District of Fremont, California - MultifamilyBiz.com
5/7/2019 3:00:00 AM
Levin Johnston Directs $15.5 Million Land Sale in Downtown District of Fremont, California    MultifamilyBiz.com NEWPORT BEACH, CA - Levin Johnston of Marcus and Millichap, one of the top multifamily brokerage teams in the U.S. specializing in wealth management...

Levin Johnston directs $10 million sale of upgraded 35-unit multifamily community in San Jose, California - Multihousing Pro magazine
4/8/2019 3:00:00 AM
Levin Johnston directs $10 million sale of upgraded 35-unit multifamily community in San Jose, California    Multihousing Pro magazine Levin Johnston of Marcus and Millichap, one of the top multifamily brokerage teams in the U.S. specializing in wealth management through commercial real ...

Exclusive: ‘Conservative Outsider’ Rex Hime Runs for State Senate - The Epoch Times
3/11/2019 3:00:00 AM
Exclusive: ‘Conservative Outsider’ Rex Hime Runs for State Senate    The Epoch Times SACRAMENTO, Calif.—Rex Hime (R), a native Californian and lifetime conservative, is continuing his campaign in the 2019 special election race to fill the seat ...

Multi-tenant retail center in Crest Hill, Illinois sells to California buyer - REjournals.com
3/4/2019 3:00:00 AM
Multi-tenant retail center in Crest Hill, Illinois sells to California buyer    REjournals.com Hanley Investment Group Real Estate Advisors and Greenstone Partners completed the sale of South Weber Plaza, a 28,600-square-foot, multi-tenant retail ...

Investment firm plans upgrades at south Charlotte apartment property after $45.5M purchase - Charlotte Business Journal
3/1/2019 3:00:00 AM
Investment firm plans upgrades at south Charlotte apartment property after $45.5M purchase    Charlotte Business Journal Multiple investment entities led by Investors Management Group, based in Woodland Hills, California, purchased what was formerly known as Reafield Village, ...

Levin Johnston directs two property sales totaling $19.88 million in the California Bay Area - Multihousing Pro magazine
2/6/2019 3:00:00 AM
Levin Johnston directs two property sales totaling $19.88 million in the California Bay Area    Multihousing Pro magazine Levin Johnston of Marcus and Millichap, has successfully directed two multifamily property sales totaling $19.88 million in the Bay Area of California.

Levin Johnston directs $17.28 million sale of core plus multifamily community in San Jose, California - Multihousing Pro magazine
1/17/2019 3:00:00 AM
Levin Johnston directs $17.28 million sale of core plus multifamily community in San Jose, California    Multihousing Pro magazine Levin Johnston directed the $17.28 million sale of Lakewood Court Apartments, a 48-unit multifamily asset in San Jose, California.

California clawback law for 1031 exchanges can be sharp - Accounting Today
12/11/2018 3:00:00 AM
California clawback law for 1031 exchanges can be sharp    Accounting Today California can be pretty aggressive when it comes to collecting taxes. Let's look at a hypothetical example of a sale of non-California real estate in a taxable ...

Is California's clawback provision a sign of future tax policy in other states? - Accounting Today
10/11/2018 3:00:00 AM
Is California's clawback provision a sign of future tax policy in other states?    Accounting Today When contemplating a 1031 exchange, one of the most commonly overlooked issues by investors is state taxation.

California's Changing Approach to Like-Kind Exchanges | Coblentz Patch Duffy & Bass - JD Supra
9/4/2018 3:00:00 AM
California's Changing Approach to Like-Kind Exchanges | Coblentz Patch Duffy & Bass    JD Supra Internal Revenue Code (IRC) Section 1031 allows nonrecognition of gain or loss where property held for investment or for productive use in a trade or business ...

Why Phoenix is seeing more real estate property-exchange deals by California investors - Phoenix Business Journal
7/31/2018 3:00:00 AM
Why Phoenix is seeing more real estate property-exchange deals by California investors    Phoenix Business Journal Californians are selling their properties and using those funds to buy higher-value projects in Phoenix.

Dole Plans to Move Farming Out of Southern California - San Fernando Valley Business Journal
8/25/2017 3:00:00 AM
Dole Plans to Move Farming Out of Southern California    San Fernando Valley Business Journal Dole Food Co. Inc. in Westlake Village will shrink its Oxnard berry operations as part of a plan to move its farming operations out of Southern California, the ...

California State Board of Equalization Rules Against Taxpayer in “Drop and Swap” 1031 Exchange - Lexology
12/16/2016 3:00:00 AM
California State Board of Equalization Rules Against Taxpayer in “Drop and Swap” 1031 Exchange    Lexology It is well known that the State of California does not like "drop and swap" 1031 exchanges. A typical drop and swap scenario involves a partnership…

Good News for Taxpayers: California 1031 Exchange Decision | The National Law Review - The National Law Review
7/7/2015 3:00:00 AM
Good News for Taxpayers: California 1031 Exchange Decision | The National Law Review    The National Law Review The California State Board of Equalization (Board) recently issued a favorable decision in an important Section 1031 exchange case. As an elected body of five ...

Exchanges of works of art under IRC Section 1031 - Lexology
4/22/2015 3:00:00 AM
Exchanges of works of art under IRC Section 1031    Lexology As art prices reach dizzying heights, especially in the contemporary art space, California collectors who wish to sell are faced with a capital gains…

Conservation Easements News Items
Finalists Selected for 2019 California Leopold Conservation Award | Sponsored - Capital Press
8/26/2019 3:00:00 AM
Finalists Selected for 2019 California Leopold Conservation Award | Sponsored    Capital Press Sacramento, Calif. – Three finalists have been selected for the prestigious 2019 California Leopold Conservation Award®.

Landowners Invited to Participate in California Waterfowl Habitat Program - Redheaded Blackbelt
7/29/2019 3:00:00 AM
Landowners Invited to Participate in California Waterfowl Habitat Program    Redheaded Blackbelt The California Department of Fish and Wildlife (CDFW) is now accepting applications from landowners for the California Waterfowl Habitat Program (CWHP).

The Demise of The Environmental Trust - Ecosystem Marketplace
7/11/2019 5:06:13 AM
The Demise of The Environmental Trust    Ecosystem Marketplace After 15 years in business, with 4,621 acres under management and over four million dollars in endowment funds, The Environmental Trust in California filed for ...

Could Trees Be the New Gravestones? - The New York Times
6/12/2019 3:00:00 AM
Could Trees Be the New Gravestones?    The New York Times A California start-up wants to “redesign the entire end-of-life experience.” The answer to “eternity management”? Forests.

Putting a Tempest into a Teapot: Can California Better Use Winter Storms to Refill its Aquifers? - Stanford University News
6/4/2019 3:00:00 AM
Putting a Tempest into a Teapot: Can California Better Use Winter Storms to Refill its Aquifers?    Stanford University News With new rules coming into effect, farmers and municipalities using groundwater must either find more water to support the aquifers or take cropland out of use.

Tule Elk Habitat Conserved in California - AmmoLand Shooting Sports News
6/3/2019 3:00:00 AM
Tule Elk Habitat Conserved in California    AmmoLand Shooting Sports News The landowner does allow hunting on the property through the CDFW Shared Habitat for Recreational Enhancement (SHARE) Program.

When Sustenance Becomes a Pollutant: California Aims to Steer Wasted Food from Landfills - Stanford Report
5/28/2019 3:00:00 AM
When Sustenance Becomes a Pollutant: California Aims to Steer Wasted Food from Landfills    Stanford Report Forty percent of food produced for consumption never gets eaten, instead filling landfills and releasing greenhouse gases. With a recent law, California aims to ...

SC forests are protected for trapping carbon, with a little help from California - Charleston Post Courier
3/9/2019 3:00:00 AM
SC forests are protected for trapping carbon, with a little help from California    Charleston Post Courier South Carolina and California have little in common politically, but the Golden State's 2013 cap and trade program is helping to conserve forests on the East ...

Wide open spaces - Sustainability - Green - March 7, 2019 - Chico News & Review
3/7/2019 3:00:00 AM
Wide open spaces - Sustainability - Green - March 7, 2019    Chico News & Review By Evan Tuchinsky. The Northern California Regional Land Trust, entering its third decade, works with property owners on conservation easements to protect ...

Development plans test a decade-old conservation deal - High Country News
2/7/2019 3:00:00 AM
Development plans test a decade-old conservation deal    High Country News Tejon Ranch is California wild, a place where mountain lions prey on unsuspecting fawns and storm-twisted trees cling to remote ridges, where California ...

Idled farmland presents habitat restoration opportunities in San Joaquin Desert - UC Santa Cruz
1/15/2019 3:00:00 AM
Idled farmland presents habitat restoration opportunities in San Joaquin Desert    UC Santa Cruz The blunt-nosed leopard lizard is among some 35 threatened and endangered species living in California's San Joaquin Desert, where most of the native ...

How to Buy Large Acreage for Dirt Cheap - GlobeNewswire
1/8/2019 3:00:00 AM
How to Buy Large Acreage for Dirt Cheap    GlobeNewswire Newport Beach, California, Jan. 08, 2019 (GLOBE NEWSWIRE) -- With the 1972 passage of the Clean Water Act, the federal government officially established ...

As California's Groundwater Free-for-All Ends, Gauging What's Left - Stanford Report
11/9/2018 3:00:00 AM
As California's Groundwater Free-for-All Ends, Gauging What's Left    Stanford Report Most areas of California farm country have a significant lack of information about their groundwater use. The water managers responsible for putting California's ...

Enter with caution: Pros and cons to signing land trusts - Tri-State Livestock News
11/1/2018 3:00:00 AM
Enter with caution: Pros and cons to signing land trusts    Tri-State Livestock News At the beginning of September, California Rangeland Trust in Sacramento, Calif., released the short film, A Common Ground, which tells the stories of land ...

As climate change worsens wildfires, California will spend $1 billion and give utilities new ways to shrink t - Los Angeles Times
9/21/2018 3:00:00 AM
As climate change worsens wildfires, California will spend $1 billion and give utilities new ways to shrink t    Los Angeles Times With an eye toward destructive wildfire as California's most immediate climate emergency, Gov. Jerry Brown took action on Friday to broadly expand state ...

California Legislature Amends Venerable Conservation Easement Statute: New Civil Code 815.11 - JD Supra
9/12/2018 3:00:00 AM
California Legislature Amends Venerable Conservation Easement Statute: New Civil Code 815.11    JD Supra Governor Brown signed S.B. 901 into law on September 7. The controversial and lengthy bill is simply entitled “Wildfires,” but has garnered a lot of media ...

New IRS rules cast doubt on California’s federal tax-cap workaround - The Mercury News
9/5/2018 3:00:00 AM
New IRS rules cast doubt on California’s federal tax-cap workaround    The Mercury News SACRAMENTO — If Gov. Jerry Brown signs a bill designed to ease a new federal $10,000 cap on state and local tax deductions, California will be the latest blue ...

California Rangeland Trust protecting ranches through use of conservation easements - The Bakersfield Californian
8/20/2018 3:00:00 AM
California Rangeland Trust protecting ranches through use of conservation easements    The Bakersfield Californian What began two decades ago as a mere concept proposed by a group of innovative cattlemen has grown into the largest land trust in California.

Succession Planning News Items
Shaping the 'Women for the Land' Initiative in California - AgNet West
9/21/2019 2:30:00 PM
Shaping the 'Women for the Land' Initiative in California    AgNet West The Women for the Land initiative from American Farmland Trust (AFT) will be continuing to develop the program in California through...

Wildfire Relief Fund Commits $11 Million to Support California Communities Impacted by 2018 Wildfires - GlobeNewswire
9/17/2019 3:08:00 PM
Wildfire Relief Fund Commits $11 Million to Support California Communities Impacted by 2018 Wildfires    GlobeNewswire Los Angeles, Sept. 17, 2019 (GLOBE NEWSWIRE) -- The California Community Foundation's (CCF) Wildfire Relief Fund announced it would give $11 million to ...

Wine Women Host Volunteer Event at Raymond Vineyards - wineindustryadvisor.com
9/9/2019 3:00:00 AM
Wine Women Host Volunteer Event at Raymond Vineyards    wineindustryadvisor.com Sonoma, California | September 9, 2019: WINE WOMEN's September 24th complimentary event, “Help Yourself. Volunteer!” is a recruiting and orientation event ...

Scott Reynolds named to Super Lawyers list - TheReporter.Com
8/26/2019 3:00:00 AM
Scott Reynolds named to Super Lawyers list    TheReporter.Com Once again, Scott Reynolds is a Super Lawyer. The Vacaville attorney has been selected by Northern California Super Lawyers as one of its top-rated business ...

California enacts emergency wildfire smoke standard for outdoor workers - Safety+Health magazine
8/16/2019 3:00:00 AM
California enacts emergency wildfire smoke standard for outdoor workers    Safety+Health magazine Sacramento, CA — An emergency regulation in California intended to protect outdoor workers from potentially dangerous wildfire smoke was enacted July 30 by ...

Local family businesses vying for prestigious award - The Business Journal
8/13/2019 3:00:00 AM
Local family businesses vying for prestigious award    The Business Journal The Institute for Family Business at Fresno State will host the 30th annual California Family Business Award on Sept. 4.

Merrill Lynch and Wells Fargo Lose FAs in California - Financial Advisor IQ
7/30/2019 6:33:26 AM
Merrill Lynch and Wells Fargo Lose FAs in California    Financial Advisor IQ Four California wirehouse advisors have left their firms for smaller rivals, according to news reports. Merrill Lynch lost Mark Beach and Richard DuPont, along ...

Southern California Commercial Fire Burns for Hours - KTVN
7/22/2019 11:44:17 AM
Southern California Commercial Fire Burns for Hours    KTVN Firefighters have been battling a fire in a Southern California store for hours.

BioTek sold for $1B to California company - vtdigger.org
7/11/2019 3:00:00 AM
BioTek sold for $1B to California company    vtdigger.org BioTek President Briar Alpert speaks during an event in Winooski marking the company's expansion. From right are Gov. Peter Shumlin and Sen. Patrick Leahy ...

California North Coast winemakers pass the baton to their daughters - North Bay Business Journal
6/17/2019 3:00:00 AM
California North Coast winemakers pass the baton to their daughters    North Bay Business Journal In honor of Father's Day, we offer a close look at how these pairs make family work at work.

Charter bus association latest group to ask for exemption from California meal and rest break rules - Safety+Health magazine
5/14/2019 3:00:00 AM
Charter bus association latest group to ask for exemption from California meal and rest break rules    Safety+Health magazine Washington — The Federal Motor Carrier Safety Administration is seeking public comment on a commercial bus industry group's preemption request concerning ...

The average age of a California farmer is 59. Who will grow our food when they retire? - Vallejo Times Herald
5/10/2019 3:00:00 AM
The average age of a California farmer is 59. Who will grow our food when they retire?    Vallejo Times Herald Note: This story is part of the “Graying in California” series from the California Dream Project. To view all of the stories, click here. As a generational wave of ...

A California Farmer Goes In Search Of A Successor - KPBS
5/8/2019 3:00:00 AM
A California Farmer Goes In Search Of A Successor    KPBS The average age of a California farmer is 59. Who will grow our food when today's farmers retire?

Last year's California wildfires prompt introduction of worker protection bill - Safety+Health magazine
5/8/2019 3:00:00 AM
Last year's California wildfires prompt introduction of worker protection bill    Safety+Health magazine Sacramento, CA — Legislation introduced in the California State Assembly is aimed at protecting outdoor workers from harmful levels of wildfire smoke, after one ...

Agricultural census provides snapshot of California farms - Daily Democrat
4/18/2019 3:00:00 AM
Agricultural census provides snapshot of California farms    Daily Democrat California leads the nation in the use of on-farm renewable-energy systems, and nearly 10 percent of the state's farmers and ranchers are military veterans ...

Missing Marine in California's Sierra Nevada Mountains Presumed Dead - KTVN
4/11/2019 3:00:00 AM
Missing Marine in California's Sierra Nevada Mountains Presumed Dead    KTVN UPDATE: Authorities say a Marine who went missing in California's Sierra Nevada more than a month ago probably has died.

California DMV Says IT Upgrades to Come After Critical Audit - Government Technology
3/28/2019 3:00:00 AM
California DMV Says IT Upgrades to Come After Critical Audit    Government Technology The acting director of the troubled department says a corrective action plan will be sent to the Department of Finance, which began the audit last year after public ...

California Supreme Court Justice Blasts Death Penalty System - KTVN
3/28/2019 3:00:00 AM
California Supreme Court Justice Blasts Death Penalty System    KTVN A California Supreme Court justice says the death penalty system in the nation's most populous state is dysfunctional, expensive and doesn't deliver justice in a ...

Young farmers hear of 'amazing opportunity' - California Farm Bureau
2/27/2019 3:00:00 AM
Young farmers hear of 'amazing opportunity'    California Farm Bureau Young farmers and ranchers heard the critical importance of being engaged in agricultural issues—and gained information on how to do so effectively—during ...

Man killed while cleaning machine at Southern California manufacturing facility - Plant Services
2/14/2019 3:00:00 AM
Man killed while cleaning machine at Southern California manufacturing facility    Plant Services An employee at a Southern California manufacturing plant was fatally injured Monday when a machine he was cleaning somehow turned on, authorities said.

Heritage Commerce in California lines up CEO succession - American Banker
1/25/2019 3:00:00 AM
Heritage Commerce in California lines up CEO succession    American Banker Keith Wilton will also succeed Walter Kaczmarek as president in August.

Pasadena Federal Credit Union taps industry veteran as CEO - Credit Union Journal
12/21/2018 3:00:00 AM
Pasadena Federal Credit Union taps industry veteran as CEO    Credit Union Journal Christopher O'Malley is set to lead the California-based institution as Ron Berry retires.

Veteran banker to become CEO of Luther Burbank in California - American Banker
12/3/2018 3:00:00 AM
Veteran banker to become CEO of Luther Burbank in California    American Banker Simone Lagomarsino, former CEO of Heritage Oak Bank, will succeed John Biggs next month.

Opus in California parts ways with its founder - American Banker
11/27/2018 3:00:00 AM
Opus in California parts ways with its founder    American Banker Stephen Gordon, who led the bank's recapitalization in 2010, is being replaced as CEO on an interim basis by former FirstMerit CEO Paul Grieg.