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Home » Experts » Patricia L. Pregmon

Patricia L. Pregmon

Contact Information

Patricia L. Pregmon
610-834-7411
350 Sentry Parkway, Bldg 640, Ste 102
Blue Bell, PA
19422
Pat2

Services Provided

Real estate transactions and real estate finance. Few firms boast more experience and expertise in conservation and historic preservation law than Pregmon Law Offices.

Conservation Transaction Attorneys Conservation Finance Tax or Wealth Transfer Attorneys Nonprofit Law Attorneys

Bio

Patricia L. Pregmon offers more than 25 years experience in real estate law and has helped scores of clients find creative solutions to their land preservation goals. Pregmon is considered one of the foremost authorities on conservation law, having written extensively on the subject, and her firm, Pregmon Law, has helped preserve thousands of acres of open space throughout Pennsylvania, New Jersey and Maryland, either through private donation of conservation easements of publicly funding acquisitions of open space.


Reference
Helle Henriksen
Delaware Highlands Conservancy
Reference
Andy Loza
Pennsylvania Land Trust Association
717-230-8560

Guide Listings

Conservation Easement
Pregmon offers more than 25 years experience in real estate law and has helped scores of clients find creative solutions to their conservation goals.

Reversionary Interest
Pregmon offers more than 25 years experience in real estate law and has helped scores of clients find creative solutions to their conservation goals.

Model Conservation Easement
Pregmon authored the Model Grant of Conservation Easement and Commentary.

Seller Take Back Financing
Pregmon offers more than 25 years experience in real estate law and has helped scores of clients find creative solutions to their conservation goals.

Installment Agreement
Pregmon offers more than 25 years experience in real estate law and has helped scores of clients find creative solutions to their conservation goals.

Rights of First Purchase (Offer, Negotiation and Refusal)
Pregmon offers more than 25 years experience in real estate law and has helped scores of clients find creative solutions to their conservation goals.

Gift of a Future Interest in Real Estate
Pregmon has helped many clients structure gifts of future interests and is a coauthor of this guide.

Legal Considerations for Stewardship Funding Arrangements
Pregmon authored this guide and the Model Stewardship Funding Covenant.

Mortgage Subordination
Pregmon authored the Model Mortgage Subordination and Commentary and has considerable experience in obtaining mortgage subordinations on behalf of her clients.

Reducing Pennsylvania Inheritance Tax
Pregmon authored this guide and has helped scores of clients find creative solutions to meet their needs.

Conservation Easements
Pregmon has provided legal assistance to both private landowners and land trusts in completing hundreds of conservation easement projects.

Donation by Will
Pregmon authored the guide "Donation by Will." Pregmon has helped scores of clients achieve their goals.

Reducing Federal Estate Tax
Pregmon authored the guide "Reducing Federal Estate Tax." She has helped scores of clients achieve their goals.

Reducing Liability Associated with Public Access
Pregmon authored the guide "Reducing Liability Associated with Public Access." She has helped scores of clients achieve their goals.

Pennsylvania's Recreational Use of Land and Water Act
Pregmon authored the Reducing Liability Associated with Public Access guide.

Riparian Buffer Protection Agreement
Pregmon authored the Model Riparian Buffer Protection Agreement and Commentary.

Pledges and Donation Agreements
Pregmon authored this guide and the Model Preliminary Agreement Regarding Conservation Easement Donation.

Guide to the Conservation and Preservation Easements Act
Pregmon writes and presents extensively on the use of conservation easements under Pennsylvania law.

Model Legal Documents
Pregmon authored PALTA’s suite of model legal documents.

Authorization of Real Estate Transactions
Pregmon authored this guide. Many have benefited from Pregmon’s seminars regarding the responsibilities of nonprofit boards and their member directors.

Management of the Document Preparation Process
Pregmon authored this guide. She has had hundreds of experiences, good and bad, with document management and control.

Closing
Pregmon authored this guide. Pregmon offers more than 25 years experience in real estate law and has helped scores of clients achieve their goals.

An Introduction to Stewardship Funding Arrangements
Pregmon authored the Model Stewardship Funding Covenant and Commentary as well as Legal Considerations for Stewardship Funding Arrangements.

Options to Sell
Pregmon authored this guide and has helped scores of clients find creative solutions to their conservation goals.

Purchase Options
Pregmon authored this guide and has helped scores of clients find creative solutions to their conservation goals.

Holders, Beneficiaries and Backup Grantees
Pregmon authored this guide. Pregmon offers more than 25 years experience in real estate law and has helped scores of clients achieve their goals.

Who Has Standing?
Pregmon authored this guide. Pregmon offers more than 25 years experience in real estate law and has helped scores of clients achieve their goals.

Release of Liability
Pregmon authored this guide and has helped scores of clients achieve their goals.

Indemnity Agreements and Liability Insurance
Patricia L. Pregmon, Esq. Pregmon authored this guide and has helped scores of clients achieve their goals.

Realty Transfer Tax
Pregmon has assisted her clients in completing hundreds of conservation-related real estate transactions.

Amending and Restating Grants of Conservation Easement
Pregmon has assisted organizations in amending and restating numerous grants of conservation easement.

Restricted Gifts
Pregmon has helped numerous clients navigate restricted gift issues.

Library Items Authored

An Introduction to Stewardship Funding Arrangements: Alternatives for Landowners to Help Holders Meet Conservation Easement Obligations
(print edition of ConservationTools.org guide) A landowner may agree to one or more funding arrangements that require the landowner or successive owners of an eased property to make one or more pa...

Guide to the Conservation and Preservation Easements Act: Pennsylvania Act 29 of 2001
Conservation organizations can avoid many potential difficulties in conservation easement stewardship by ensuring that their conservation easement documents are drafted to conform with the Conserva...

Amending and Restating Grants of Conservation Easement: Best Practices to Document Change
If a land trust intends to amend a grant of conservation easement, implementation of the changes requires careful planning and drafting. The consequences of a poor execution range from missed oppor...

Gift of a Future Interest in Real Estate: Reserved Life Estates Keep Owners in Control During Their Lifetimes
Landowners can convey a future interest in real property to a conservation organization or government but continue to live on or otherwise enjoy using the property during their lifetimes. If the p...

Rights of First Purchase (Offer, Negotiation and Refusal)
A right of first purchase gives a potential purchaser the opportunity to purchase before a property is sold to another. It can be a right of first offer, a right of first negotiation, a right of fi...

Riparian Buffer Protection Agreement
A riparian buffer protection agreement limits activities on all or a portion of a property to advance conservation purposes while keeping the property in the control of the landowner.

Guide and Model Policy for Conservation Easement Amendment
Conservation easements are intended to last—to ensure protection of important resources, no matter people’s whims—through the decades and centuries. However, the world changes and so do understandi...

Reducing Pennsylvania Inheritance Tax
(print edition of the ConservationTools.org guide) In Pennsylvania, death triggers a state inheritance tax on the distribution of the deceased person’s assets (called the “estate”) to the benefici...

Restricted Gifts: Issues to Consider Before Making or Taking a Gift for a Specific Purpose
A restricted gift of cash, land, easement or other property may only be used for a particular purpose rather than an organization’s general purposes. Both donor and donee need to be aware of the is...

Reducing Liability Associated with Public Access
Public access to property for recreational uses – such as hiking, bird watching, fishing and hunting – raises concern about the possibility of liability on account of injury to a recreational user...

Indemnity Agreements and Liability Insurance: Protection From Claims Brought by Third Parties
An individual or organization’s risk of being held liable for personal injury or property damage may be shifted to another party who agrees to accept the risk and who holds liability insurance or s...

Fishing Access Agreement & Commentary: A Model Document and Guidance
The hybrid easement document provides for both resource protection and public access for fishing. It is a tool for conservation organizations and governmental entities to build cooperative relation...

Management of the Document Preparation Process
When a document needs to be reviewed, edited and approved by more than one person, good document management and control practices help prevent time-consuming missteps and confusion for all the part...

Model Grant of Conservation Easement and Declaration of Covenants for Riparian Buffer Protection
This model was crafted for the specific purpose of permanently protecting riparian buffers along waterways. The model is based on the 7th edition of the Model Grant of Conservation Easement and Dec...

Amending Grants of Conservation Easement: Legal Considerations for Land Trusts
This guide informs easement holders of legal matters to consider under Pennsylvania law and the Internal Revenue Code when making decisions regarding the amendment of grants of conservation easement.

The Nature of the Conservation Easement and the Document Granting It
By statute and by common law interpretation, a conservation easement is a real estate interest and is governed by real estate law, in particular, the law of servitudes. This guide analyzes the nat...

Not a Public Trust: The Land Trust-Held Conservation Easement in Pennsylvania
No legal precedent exists in Pennsylvania for finding that a conservation easement acquired by a private land trust is a public trust.

Trail Easements
A landowner may convey to another person the rights to create a trail, open it for public use and maintain it without the owner giving up ownership and enjoyment of the land through which the trail...

Model Grant of Right of First Offer
The holder of a right of first offer has the opportunity to purchase land at the landowners’ asking price before other prospective purchasers have an opportunity. An alternative configuration has t...

Model Grant of Right of First Refusal
If an owner intends to accept an offer for the purchase of his or her land, the holder of a right of first refusal has the opportunity to purchase the land at the price and terms offered by the pro...

Installment Agreement
An installment agreement requires the buyer of real estate to pay the seller the purchase price in installments over time; the buyer takes immediate possession of the property but the seller retain...

Not a Charitable Trust: The Donated Conservation Easement in Pennsylvania
(print edition of the ConservationTools.org guide) Little evidence exists to support the proposition that a donated conservation easement, in the absence of a charitable trust agreement (not to be...

Model Trail Easement Agreement with Commentary
This widely used model is coupled with an expansive commentary that provides alternative and optional provisions and the reasoning behind each provision. Users can easily customize the document to ...

Model Grant of Conservation Easement and Declaration of Covenants, 7th edition
The Model Grant of Conservation Easement and Declaration of Covenants provides users with a state-of-the-art legal document together with an expansive commentary. Built on practitioner experiences ...

Building Strong Boards & Making Them Successful
Presentation designed for Building Strong Boards full-day seminar

Conservation Drafting & Documentation
Presentation focusing on Conservation Easement Drafting.

Water Quality Improvement Easement & Commentary: A Model Document and Guidance
Secures long-term access through and to property for the purpose of remediating the effects of abandoned mine drainage.

Mortgage Subordination
When a mortgage precedes an easement on a property, there is no guaranty of perpetual enforceability of the easement unless the mortgage holder signs a document (sometimes called a mortgage subordi...

Model Stewardship Funding Covenant and Commentary
Used to secure payment of deferred contributions and other conservation commitments made by present landowners and to be paid by either them or future owners. The model offers ten basic ways to str...

Pledges and Donation Agreements
Before investing time and money in a prospective project, a conservation organization may seek to minimize the potential for misunderstandings with the prospective donor for the project and make th...

What is a Conservation Easement?
Draft for review and comment.

Model Grant of Fishing & Boating Access Easement
Use to provide public access to or along a waterway for fishing, boating or other recreational and educational uses. This model legal instrument may be used as a stand-alone document or may be coup...

Model Mortgage Subordination and Commentary
A model legal document and accompanying guidance to help users in obtaining the "subordination" of a mortgage to a conservation easement. Download both the model and the commentary.

Model Conservation Easement Donation Agreement with Commentary
The Model Conservation Easement Donation Agreement helps land trusts avoid getting stuck with unreimbursed major expenses if a would-be easement donor walks away from a project. It outlines the ste...

Legal Considerations for Stewardship Funding Arrangements: Binding Present and Future Landowners to Present Promises
A landowner may agree to one or more funding arrangements that require the landowner or successor owners of an eased property to make one or more payments to the easement holder to support stewards...

Authorization of Real Estate Transactions: Rules and Process for Nonprofits
(print edition of ConservationTools.org guide) Within the bounds of state law and private standards of practice, a nonprofit organization has considerable flexibility in establishing policies and ...

Reversionary Interest
A landowner who is concerned about the future use of his land can donate or sell the land on a conditional rather than absolute basis. A reversionary interest is created by a deed that reserves to ...

Closing: Finalizing the Real Estate Transaction
At closing, the transfer of the real estate interest, whether land or easement, is completed. This guide helps users organize and expedite the closing.

Options to Sell
An option to sell may be used to assure that a property acquisition can be undone if expectations are not met.

Purchase Options: Gaining the Right Without the Obligation to Acquire Property Interests
A purchase option is a right to purchase or lease land or other property interests without any obligation to do so.

Holders, Beneficiaries and Backup Grantees: Defining Roles and Relationships to Achieve Conservation Easement Objectives
A conservation easement may have one or more holders responsible for upholding the easement’s conservation objectives. It may have a beneficiary, an entity with some rights to manage the easement i...

Model Grant of Purchase Option with Commentary
A purchase option assures the option holder of the right to purchase property at a certain price within a certain time period but without an obligation to do so. In granting an option, the landowne...

Who Has Standing? Conservation Easements in Pennsylvania Courts
Who can assert claims and be heard in Pennsylvania’s courts if a dispute heats up over the management of a conservation easement?

Model Release Agreement
The risk of being held responsible for injuries or property damage associated with organizing volunteer, educational, recreational and other events and activities (or opening up property for the sa...

Release of Liability: A Tool for Managing the Risk of a Volunteer or Participant in an Activity Suing the Activity’s Organizer or Host
The risk of being held responsible for injuries or property damage associated with organizing volunteer, educational, recreational and other events and activities (or opening up property for the sa...

Model Grant of Conservation Easement, 6th edition (archived--not for use)
A more recent version of this model, the "Model Grant of Conservation Easement and Declaration of Covenants, 7th edition," was published in 2016. The 6th edition is archived here for historical pu...

Donation by Will: Options and Issues Regarding Gifts of Cash, Land and Other Property
Donors who want to help a worthy charity but also need to ensure that they have sufficient assests to live comfortably until life's end may choose to make some gifts via their wills. (print edition...