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Lisa Newfield - Speaking Engagements
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| Description
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Organization
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Date |
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| “Using Charitable Trusts and Private Foundations in Estate Planning." For lecture materials, click on Seminar Outline. |
White Plains, New York, Westchester Women's Bar Association |
September 24, 2007 |
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| "Trusts for Charities", as part of an all-day program entitled "Trust Your Planning: A Comprehensive Review of Trust Planning and Drafting Techniques" |
Tarrytown, New York, Trusts and Estates Law Section of the New York State Bar Association. |
May 16, 2007 |
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| Administration of Estates, with an emphasis on Tax Issues |
Tarrytown, New York, Trusts and Estates Law Section of the New York State Bar Association. |
October 24, 2006 |
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| "Estate Planning for the Small to Mid-Size Estate: To Credit Shelter or Not to Credit Shelter: Renunciation". For lecture materials, click on Seminar Outline |
Westchester County Bar Association (Trusts & Estates Section), in White Plains, New York |
February 7, 2005 |
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"Charitable Gifts of Unique Assets; Private Foundations, Supporting Organizations and Donor Advised Funds". For lecture materials, click on Seminar Outline 1 and Seminar Outline 2. |
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November 6, 2003 |
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"Planned Giving 007: Bonds – Just Bonds". For lecture materials, click on Seminar Outline. |
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October 20, 2003 |
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"Planned Giving 007: Bonds – Just Bonds". For lecture materials, click on Seminar Outline. |
National Conference on Planned Giving, in Cincinnati, Ohio |
October 20, 2003 |
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"The Gift and Estate Tax Implications of Planned Gifts." For lecture materials, click on Seminar Outline. |
Planned Giving Group of Greater New York |
April 16, 2003 |
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Presentation on numerous topics, including recent developments in charitable gift planning and an update on tax laws. For lecture materials, click on Seminar Outline. |
Orchard Foundation (the supporting organization of The Christian and Missionary Alliance) in Orlando, Florida |
February 19, 2003 |
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| Various Planned Giving Topics |
15th National Conference on Planned Giving in Memphis, Tennessee |
October 2 through October 5, 2002 |
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| "Income Tax Issues in Elder Law Planning" |
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June 6, 2002 |
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| Benefits of Donating Art to Charity at the Kenise Barnes Fine Art Gallery in Larchmont, New York. |
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July 10, 2002 |
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| "The 2001 Act and Its Effect On Charitable Giving In Estate Plans" |
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September 20, 2001 |
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| "Special Problems in Fiduciary Income Taxation" |
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May 21, 2001 |
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