It has been said that, at its best, preservation engages the past in a conversation with the present over a mutual concern for the future.
— William J. Murtagh
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Historic Preservation Easement Valuation

The appraisal of preservation easements is evolving.  What was once acceptable, no longer applies, as new regulations and tax court rulings upend what was previously thought to be a given.  Clarion/Samuels Associates is a firm experienced in providing appraisals in support of preservation easement donations.  Our clients have included the National Trust for Historic Preservation, the Internal Revenue Service, and private property owners.  Since 1990 the firm has worked on conservation and preservation easement assignments in Connecticut, Illinois, Maryland, New Jersey, Ohio, Pennsylvania, South Carolina, and Washington D.C.

Representative assignments include:

The Philadelphia Naval Yard Commandant's Building (pictured at left)

The Bellevue, a hotel, office, retail, health club and parking complex

100 Independence Mall West (former Rohm and Haas Headquarters)

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Conservation Easements and Bargain Sales

Clarion/Samuels Associates has worked on numerous projects aimed at recognizing, protecting, and revitalizing historic places. Land owners, charitable conservation trusts and governmental entities are working together to preserve valuable agricultural land,  open space, view sheds and our historic heritage.  Our expertise in valuation and maximizing donation potential, along with the ability to communicate with each stake holder in the transaction, eases the process leading to a result that satisfies all parties.  Clarion expertise in crafting historic district zoning and regulations, historic preservation plans, conservation districts, and analysis documenting the important economic and community-building benefits of preservation, brings real world solutions to complex problems. 

Representative Assignments include:

Ardrossan Farm (former estate of Hope Montgomery Scott, subject of the movie the Philadelphia Story)

Cedar Grove Plantation (former estate of the descendants of Merriwether Lewis)

New Bolton Center (University of Pennsylvania Large Animal Hospital)

Development planning, consulting and sale for preservation of a 100-acre parcel where the Revolutionary War, Battle of Brandywine Creek was fought

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Historic Preservation, Conservation Resources & Easement Valuation

Clarion/Samuels provides consulting services to maximize easement donation benefits.  Placing complex valuation concepts in the context of donation rules and regulations allows clients to maximize benefits within the regulatory environment.