Conservation Easements

Montanans – both natives and transplants – all share a love for the rugged grandeur of this magnificent state. Our wide vistas, majestic mountains, rolling farmlands, and wildlife attract visitors from around the world, and nurture the souls of those of us who call Montana home. Recent years have brought an influx of people wishing to develop and carve out sections of land for profit or personal use. This has created valid concern for the future of the state, and with that, growing alarm over disappearing open space. 

Montanans are pro-active people and, consequently, many residents of the Big Sky Country are passionate about proper stewardship of the land and are involved in numerous non-profit organizations that are diligently working to preserve and protect all that we so love for our future generations. Montana calls itself “The Last Best Place” and with that in mind, we are committed to permanently protecting what we so enjoy. 

Conservation Easements, very favorable and attractive to land owners wishing to preserve their holdings for future generations, are available for enactment by working with and through one of Gallatin Valley’s many non-profit organizations. 

Stuart and Sally love the Gallatin Valley and encourage land owners to consider the future of the open lands in this community. As a board member of the Gallatin Valley Land Trust, Stuart is actively working to insure the continued viability of our local eco-system. Many of our closest friends are involved in 501-C3 local organizations fighting to safeguard Montana’s unique environment. 

There are many reasons to place land under the umbrella of Conservation Easements: taxes, inheritance, and a desire to insure for perpetuity that the land remains unfettered by future development while allowing you enjoyment of the land. As a legally binding agreement, with specific rules and regulations, a Conservation Easement should be approached with full understanding and knowledge of what you receive in exchange for giving up certain rights on your land. 

Below are links to several organizations in the Gallatin Valley with representatives who would be delighted to discuss the personal impact a Conservation Easement will have on you and your land. 

• Gallatin Valley Land Trust
• Gallatin County Open Space Grant Program  
• Trust for Public Land 
• Conservation Land Network 
• Montana Land Reliance 
• Montana Wetlands Legacy 
• Montana Natural Resources Conservation Service
• Trout Unlimited
• Nature Conservancy

Investments

“Owning a home is a keystone of wealth …both financial affluence and emotional security.” —Suze Orman

Investing For Your Future

Investing doesn’t sound romantic or exciting until you visit Montana. Few things in life are as rewarding and vital – and solid – as owning Montana real estate. Bozeman and the Gallatin Valley embody the very best of what the great state of Montana offers. World-class fly fishing, hunting, skiing, and an excellent university have partially contributed to the Bozeman community’s steady – 10 to 12 percent annually – appreciation in real estate values. Bozeman is a unique combination of the sophisticated and the rustic, the art-conscious and nature-loving, a vibrant city and the soothing calm of the mountains and valleys. A thriving community located in a spectacular valley. Land, although sweeping in scale, is finite in availability due to the surrounding mountains, zoning laws, and vast amounts of adjacent publicly-owned land. Supply and demand are definitely driving this market. A quick glance at our Bozeman Market Report shows our tremendous growth.

Understanding The Market

Stuart and Sally understand the Bozeman area market and the opportunities for investment. We are constantly scouting out “deals” which we pass along to our clients, but only after accessing exactly the kind of property they desire.

We know the availability of water, the Bozeman and Gallatin Valley master plans for future growth, and which local expert to answer questions that may lay outside our real estate and marketing expertise. We have a solid network of professionals in every field who are here to help you resolve a myriad of questions that may arise while considering an investment. For example: Do you place your acreage in conservation easement? Do you qualify for a 1031 exchange? Should title be placed in a trust? Who will manage the property if you live elsewhere?

Creating Trust

Investing your personal resources is serious business. We are knowledgeable, honest, and dedicated to helping you make the best possible decision, while protecting your privacy and respecting your wishes. Stuart and Sally work together, constantly communicating, researching and investigating all the important details to help serve our clients’ best interests.

We love what we do, and it shows. We treat our clients with the same respect, dignity and appreciation that we do our closest friends and family because our experience has proven to us that many of our clients today evolve into our friends of tomorrow.

Conservation Easements – Bozeman, Montana

Montanans – both natives and transplants – all share a love for the rugged grandeur of this magnificent state. Our wide vistas, majestic mountains, rolling farmlands, and wildlife attract visitors from around the world, and nurture the souls of those of us who call Montana home. Recent years have brought an influx of people wishing to develop and carve out sections of land for profit or personal use. This has created valid concern for the future of the state, and with that, growing alarm over disappearing open space. 

Montanans are pro-active people and, consequently, many residents of the Big Sky Country are passionate about proper stewardship of the land and are involved in numerous non-profit organizations that are diligently working to preserve and protect all that we so love for our future generations. Montana calls itself “The Last Best Place” and with that in mind, we are committed to permanently protecting what we so enjoy. 

Conservation Easements, very favorable and attractive to land owners wishing to preserve their holdings for future generations, are available for enactment by working with and through one of Gallatin Valley’s many non-profit organizations. 

Stuart and Sally love the Gallatin Valley and encourage land owners to consider the future of the open lands in this community. As a board member of the “Gallatin Valley Land Trust” Stuart is actively working to insure the continued viability of our local eco-system. Many of our closest friends are involved in 501-C3 local organizations fighting to safeguard Montana’s unique environment. 

There are many reasons to place land under the umbrella of Conservation Easements: taxes, inheritance, and a desire to insure for perpetuity that the land remains unfettered by future development while allowing you enjoyment of the land. As a legally binding agreement, with specific rules and regulations, a Conservation Easement should be approached with full understanding and knowledge of what you receive in exchange for giving up certain rights on your land. 

Below are links to several organizations in the Gallatin Valley with representatives who would be delighted to discuss the personal impact a Conservation Easement will have on you and your land. 

• Gallatin Valley Land Trust
• Gallatin County Open Space Grant Program  
• Trust for Public Land 
• Conservation Land Network 
• Montana Land Reliance 
• Montana Wetlands Legacy 
• Montana Natural Resources Conservation Service
• Trout Unlimited
• Nature Conservancy

Don’t forget to visit our website and leave us comments on your visits and discoveries!