Document / Practice
Practice 9B: Legal and Financial Advice
Posted 2017
Source
Land Trust Alliance
About This Practice
This guidance covers Practice 9B, which includes two elements:
Do not give individualized legal, financial or tax advice when providing transaction-related information
Recommend in writing that each party to a land or conservation easement transaction obtain independent legal, financial and tax advice
© 2017 Land Trust Alliance, Inc. All rights reserved.
Membership Required
This resource is a Land Trust Alliance member benefit for the staff, board and volunteers of land trust and affiliate member organizations, and Alliance donors at the Protector level.