News Archives

participated on July 11th through July 13th, 2006 in the 12th Annual Summer Conference on Planned Giving for Middlebury College in Middlebury, Vermont.

presented a "Planned Giving Update" on June 19, 2006 in New York City for the Committee on Non-Profit Organizations of the Association of the Bar of the City of New York.

lectured on June 15, 2006 in Washington, D.C. on "Creative Uses of Split-Interest Charitable Trusts in Estate and Financial Planning" at the Not For Profit Industry Conference of the American Institute of Certified Public Accountants (AICPA). For lecture materials, click on Seminar Outline.

lectured on May 25, 2006 in White Plains, New York for UJA Federation of NY’s 16th Annual Westchester Estate, Tax and Financial Planning Conference on “Sophisticated Planning With Charitable Lead Trusts: A Potent Estate Planning Tool.” For lecture materials, click on Seminar Outline.

lectured on September 23, 2005 in New York City for the Committee on Non-Profit Organizations of the Association of the Bar of the City of New York on "Charitable Fund Raising and Solicitations in the Post 9/11 World". For lecture materials, click on Seminar Outline.

lectured on September 15, 2005 in New York City for UJA Federation of NY’s 36th Annual New York Estate, Tax and Financial Planning Conference on "The Charitable Lead Trust". For lecture materials, click on Seminar Outline.

participated on July 12th through July 14th, 2005 in the 11th Annual Summer Conference on Planned Giving for Middlebury College in Middlebury, Vermont.

lectured in Akron, Ohio on June 2, 2005 for the Jewish Community Board of Akron on Charitable Gift Planning issues. For lecture materials, click on Seminar Outline.

lectured in White Plains, New York on May 26, 2005 for UJA Federation of NY’s 15th Annual Westchester Estate, Tax and Financial Planning Conference on "Advising Your Philanthropic Client: The Charitable Lead Trust”

lectured for the American Red Cross, Cincinnati Area Chapter, on May 24, 2005 on "Charitable Tax and Legal Strategies for Professional Advisors". For lecture materials, click on Seminar Outline.

lectured on May 4, 2005 on "Demystifying Gifts of Tangible Personal Property" at the Planned Giving Group of Greater New York in New York City.

lectured for the Association of Development Officers – Westchester Chapter on April 8, 2005 on "Overcoming Your Organization’s Objections to Planned Giving".

lectured for The New York Botanical Garden in Bronx, New York on March 24, 2005 on "Doing Well by Doing Good (Using Charitable Gifts in your Estate Planning)". For lecture materials, click on Seminar Outline.

lectured on "Demystifying Gifts of Tangible Personal Property" as part of a Virtual Learning Center on February 23, 2005 for the Financial Planning Association.

will lecture at The Bank of New York in White Plains, New York on February 10, 2005 on "Creative Uses of Split Interest Charitable Trusts in Estate and Financial Planning (At Least for Right Now)".

was selected by Westchester Magazine as one of Westchester's Best Lawyers (1/2005).

lectured on December 8, 2004 (through a Webcam Presentation) for United Jewish Communities in New York City on "Creative Uses of Split-Interest Charitable Trusts". For lecture materials, click on Seminar Outline.

was quoted by the New York Times in an article dealing with year- end tax planning (11/15/2004).

lectured on October 21, 2004 for the Estate Planning Council of New York City on "Charitable Gifts of Tangible Personal Property".

lectured on October 11, 2004 for the Council on Foundations at its Conference for Community Foundations on "Demystifying Gifts of Tangible Personal Property".

lectured on September 22, 2004 for the Association for Health Care Philanthropy on "Increased Endowment and Enhanced Quality of Care: Making the Case for Gifts of Tangible Personal Property".

lectured on September 14, 2004 in New York City for UJA Federation of NY’s 35th Annual New York Estate, Tax and Financial Planning Conference on "Sophisticated Philanthropy, Charitable Gifts of Hard to Sell Assets Including Collectibles and Real Estate".  For lecture materials, click on Seminar Outline.

lectured on September 9, 2004 in White Plains, New York for the American Heart Association on "Charitable Gift Planning - - What To Look Out For".  For lecture materials, click on Seminar Outline.

on July 13th through July 15th, 2004 he participated in the 10th Annual Summer Conference on Planned Giving for Middlebury College in Middlebury, Vermont.

on May 19, 2004 he lectured in White Plains, New York for UJA Federation of NY’s 14th Annual Westchester Estate, Tax and Financial Planning Conference on "Charitable Gifts of Unusual Assets.” For lecture materials, click on Seminar Outline.

on May 13, 2004 he lectured on "Gifts of Tangible Personal Property" in Wallingford, Connecticut for the Planned Giving Group of Connecticut.

on May 6, 2004 he lectured in Boise, Idaho on "Charitable Giving and Estate Tax Strategy" at a Seminar for Professional Advisors sponsored by St. Luke's Health Foundation and Albertson College.

on April 22, 2004 he lectured on "Ethical Issues in Planned Giving" at the Planned Giving Council of New Jersey's Ninth Annual Gift Planning Conference.

on March 17th and March 18th, 2004 he participated in a two day class for development and planned giving officers on "Charitable Remainder Trusts" in Long Beach, California for the American Institute for Philanthropic Studies.

on November 12, 2003, he and Lisa Newfield lectured on "Planned Giving 007: Bonds – Just Bonds" at the Planned Giving Group of Greater New York in New York City. For lecture materials, click on Seminar Outline.

on November 6, 2003, he and Lisa Newfield did two separate lectures on "Charitable Gifts of Unique Assets; Private Foundations, Supporting Organizations and Donor Advised Funds" for the Jewish Community Foundation of Southern Arizona, in Tucson, Arizona. For lecture materials, click on Seminar Outline 1 and Seminar Outline 2.

on October 20, 2003, he and Lisa Newfield lectured on "Planned Giving 007: Bonds – Just Bonds" at the National Conference on Planned Giving, in Cincinnati, Ohio. For lecture materials, click on Seminar Outline.

lectured on September 18, 2003 in New York City for the Practising Law Institute at its 34th Annual Estate Planning Institute on "Charitable Gift Planning". For lecture materials, click on Seminar Outline.

lectured on September 10, 2003 in New York City for UJA Federation of NY’s 34th Annual New York Estate, Tax and Financial Planning Conference on "Sophisticated Philanthropy, Charitable Gifts of Hard to Sell Assets including Collectibles and Real Estate".  For lecture materials, click on Seminar Outline.

on July 15th through July 17, 2003, he participated in a two and one-half day conference in Middlebury, Vermont on planned giving matters for Middlebury College and its peer group of schools.

lectured on May 22, 2003 in White Plains, New York for UJA Federation of NY’s 13th Annual Westchester Estate, Tax and Financial Planning Conference on "Charitable Gift Planning Strategies".  For lecture materials, click on Seminar Outline.

on May 2, 2003 he lectured on "Charitable Gifts of Unusual Assets" in Rosemont, Illinois for the National Association of Philanthropic Planners. For lecture materials, click on Seminar Outline.

on April 16, 2003 he and Lisa Newfield lectured in New York City at the Planned Giving Group of Greater New York on "The Gift and Estate Tax Implications of Planned Gifts." For lecture materials, click on Seminar Outline.

on March 20th and March 21, 2003 he participated in a two day class for development and planned giving officers on "Charitable Remainder Trusts" in Long Beach, California for the American Institute for Philanthropic Studies.

on February 19, 2003, he and Lisa Newfield gave a half day’s presentation for the Orchard Foundation (the supporting organization of The Christian and Missionary Alliance) in Orlando, Florida. They talked about numerous topics, including recent developments in charitable gift planning and an update on tax laws. For lecture materials, click on Seminar Outline.

presented on various planned giving topics on October 2 through October 5, 2002 at the 15th National Conference on Planned Giving in Memphis, Tennessee

lectured on September 18, 2002 in New York City for UJA Federation of NY’s 33rd Annual New York Estate, Tax and Financial Planning Conference on "Family Private Foundations and Their Alternatives"

lectured on September 23, 2002 in New York City for the Practising Law Institute at its 33rd Annual Estate Planning Institute on "Charitable Gift Planning with Split Interest Charitable Trusts" For lecture materials, click on Seminar Outline

on November 14, 2002, he lectured in White Plains, New York on “The Creative Use of Charitable Gifts in Estate and Financial Planning” at a program co sponsored by the United Way of Westchester and Putnam and The Bank Of New York. For lecture materials, click on Seminar Outline.

lectured on June 20, 2002 in San Francisco, California for the Northern California Planned Giving Council and others 10th Annual Planned Giving Conference, on "Gifts of Unique and Sometimes Difficult Assets to Charitable Remainder Trusts." For lecture materials, click on Seminar Outline.

lectured on March 7, 2002 in White Plains, New York for The Bank of New York and United Way of Westchester and Putnam, Inc. on "Creative Charitable Planned Giving Techniques"

lectured on March 14 and 15, 2002 in Long Beach, California for the American Institute for Philanthropic Studies, on "Charitable Remainder Trusts"

lectured on May 2, 2002 in New York City for the UJA Federation of NY at a seminar entitled "Planning for Retirement, Elder Law and Charitable Giving Under the Changes in Tax Act 2001"

lectured on May 7, 2002 in White Plains, New York for the Tax Section of the Westchester County Bar Association on "Funding Charitable Remainder Trusts with Real Estate" For lecture materials, click on Seminar Outline

lectured on May 23, 2002 in White Plains, New York for the UJA Federation of NY’s 12th Annual Westchester Estate, Tax and Financial Planning Conference, on "A Smorgasbord of Charitable Planned Giving Strategies." For lecture materials, click on Seminar Outline

lectured on May 31, 2002 in White Plains, New York and on June 4, 2002 in New York City for the New York State Bar Association on "Trusts for Charity" as part of an all day program on Trust Planning and Taxation. For lecture materials, click on Seminar Outline

lectured on Dec 6th 2001 at the New York Public Charities seminar on Charitable Giving For the Non-Development Professional.

lectured on Dec 12, 2001 for Lorman Educational Services in Garden City, New York on "Charitable Giving for the Non-Development Professional - -Program on New York Public Charities"

lectured on Dec 13, 2001 for the Israel Humanitarian Foundation in New York City on "The New Tax Laws - - Their Impact on Your Estate"

July, 2001 through October, 2001

lectured on July 25, 2001 in White Plains, New York for the Foundation for Accounting Education on "Forming and Advising Family Foundations"

lectured on September 5, 2001 for the Jewish Federation of Greater Philadelphia in Philadelphia, Pennsylvania on "Creative Charitable Giving With or Without the Estate Tax"

lectured on September 5, 2001 for the Practising Law Institute in New York City on "Charitable Gift Planning"

lectured on October 10, 2001 for the Westchester Association of Development Officers in White Plains, New York on "The Truth About Planned Giving, A Creative Way to Serve Your Donor’s Needs"

lectured on October 17, 2001 for the UJA-Federation of NY’s Professional Study Group in New York City on "Charitable Planning With Qualified Plan Assets"

lectured on October 17, 2001 in New York City at the Planned Giving Group of Greater New York on "Using Unusual Assets for Planned Gifts"

lectured on October 25, 2001 for New York University’s 60th Institute on Federal Taxation in New York City on "Family Private Foundations, Supporting Organizations and Donor Advised Funds"

participated on October 25 and 26, 2001 in New York City in a conference on Reformation of the Charitable Contribution Deduction sponsored by the National Center for Philanthropy and the Law of the New York University School of Law.

lectured on April 19, 2001 for the Metropolitan Jewish Geriatric Foundation in New York City on "The New Bush Administration: A Review of the Proposed Estate and Gift Tax Law Changes"

lectured on April 30, 2001 for the College Miscricordia in Dallas, Pennsylvania on "Creative Uses of Split-Interest Charitable Trusts in Estate and Financial Planning"

lectured on May 1, 2001 for the United Jewish Communities, Endowment Directors Institute in Memphis, Tennessee on "Gifts of Retirement Assets and Legislative Update and Charitable Planning With Stock Options"

lectured on May 11, 2001 for the UJA-Federation of NY in New York City on "Charitable Gift Annuities or Commercial Annuities - - That Is The Question"

lectured on May 11, 2001 for the Westchester Chapter of the New York State Society of Certified Public Accountants in White Plains, New York on "Use of the Private Family Foundation"

lectured on May 17, 2001 for the Israel Humanitarian Foundation in New York City on "Changing Tax Laws – How Can You Protect Your Estate?"

authored an article in the April, 2001 issue of Trusts & Estates magazine (www.trustsandestates.com), "Donations Of Art: They Are Not Just Appropriate For Museums"

On February 7, 2001, he gave a full day’s presentation on recent developments in charitable gift planning and planned giving to the National Planned Giving Department of the Arthritis Foundation in Atlanta, Georgia;

On February 8, 2001, he gave a full day’s presentation on current developments in charitable gift planning and planned giving to the Orchard Foundation (the supporting organization of The Christian and Missionary Alliance) in Orlando, Florida;

lectured on November 14, 2000 for The Bank of New York on “Checklist Examination of Executor’s Account”

On September 21, 2000, Phil gave a presentation on “Charitable Remainder and Charitable Lead Trusts: Creative Uses in Estate Planning” at the Annual Estate Planning Institute of the Practising Law Institute in New York City;

On October 18, 2000, he gave a presentation on “Sophisticated Charitable Giving” at the 31st Annual New York Estate, Tax and Financial Planning Conference, UJA- Federation of New York in New York City;

On October 19th and 20th, 2000, he gave a presentation on “The Creative Uses of a Charitable Split-Interest Trusts in Estate Planning” at programs in Tucson and Phoenix sponsored by the Arthritis Foundation as continuing professional education programs;

On October 28, 2000, he gave a full day’s presentation on “Charitable Gift Strategies” at the Wisconsin Evangelical Lutheran Synod Conference for its planned giving and development representatives in Milwaukee, Wisconsin