Share
    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:

    1. Do not give individualized legal, financial or tax advice when providing transaction-related information

    2. Recommend in writing that each party to a land or conservation easement transaction obtain independent legal, financial and tax advice

    © 2026 Land Trust Alliance, Inc. All rights reserved.

    Disclaimer

    These resources are provided "as is" for informational purposes only, without warranty of any kind. They do not constitute legal or professional advice and do not create an attorney-client relationship. They may not reflect current legal developments and should be adapted for your organization with qualified professional help. The Alliance is not liable for any damages arising from use of or reliance on these resources. Views in individual posts and third-party links/logos are not Alliance endorsements. The Alliance is committed to equal opportunity and does not condone unlawful discrimination.

    For accreditation-related materials, please also consult the Land Trust Accreditation Commission website.

    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.