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  • Firm News Archives - 2000-2002

September, 2002 through December, 2002
  • Firm Upgrades its On Line SEC EDGAR Filing Capabilities
  • the Firm’s Corporate and General Business group now has the capability to do on line Securities and Exchange Commission (SEC) filings of SEC EDGAR (Electronic Data Gathering and Retrieval) through the SEC's EDGARlink(tm) software recently installed and successfully used by the Firm. This capability applies to EDGAR filings under, among other laws, the U.S. Securities Act of 1933 (e.g. securities registration statements), the U.S. Securities Exchange Act of 1934 (e.g. annual and quarterly reports of public companies), the Investment Company Act of 1940 (e.g. investment company registration statements) and the Williams Act (e.g. Form 13D Filings). The Firm also has done, for some time now, on line Internet filings of Form BD for securities broker dealers with the NASD through Web CRD and on line filings of Form ADV for securities investment advisers with the Investment Advisors Registration Depository (IARD). For more information, contact Howell Bramson. (9/30/02).
  • lectured in White Plains, New York on September 25, 2002 for the Westchester County Bar Association (Tax Section) on "Recent Developments involving Family Limited Partnerships & Other Gifting Techniques”.
  • lectured in White Plains, New York on November 12, 2002 for the New York State Bar Association on "Forming and Operating the Partnership and LLP” as part of a program entitled "Practical Skills Forming and Advising Businesses".
  • On September 30, 2002 joined the National Association for Variable Annuities’ subcommittee on digital signatures for variable annuity and variable life products. The subcommittee is reviewing current processes for electronic signature capture and seeking to develop industry standards and regulatory solutions under Federal Securities Laws, State Insurance Laws, Money Laundering Regulations, and Privacy Regulations.
  • presented on various planned giving topics on October 2 through October 5, 2002 at the 15th National Conference on Planned Giving in Memphis, Tennessee.
  • was appointed as co chair of the Mock Trial Committee of the Westchester County Bar Association (11/02). As part of his work, he is working with 30 Westchester high schools whose students are participating in moot court trials.
  • is heading up a program of the Federal Bar Council to start a mentor program for the Federal and State Courts to work with the Westchester Bar and Westchester high schools. (11/02).
  • was elected Regional Director of Notre Dame First (University of Notre Dame’s Fighting Irish Resource Service Team) of the Alumni Association covering New Jersey, Southern Connecticut And Southern New York (11/02).
  • 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 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.
  • 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".
  • 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.

June, 2002 through August, 2002
  • Joshua S. Cole
  • has joined the firm as an associate.
  • lectured on June 5, 2002 in White Plains, New York for Lorman Education Services on “Children’s Records Law in New York: Access to Mental Health Records.” For lecture materials, click on Seminar Outline.
  • Samuel S. Fagin
  • has joined the firm as an associate.
  • was elected to the Board of the American Cancer Society’s Planned Giving Advisory Council.
  • lectured on June 6, 2002 on "Income Tax Issues in Elder Law Planning" for Pace University School of Law's Continuing Legal Education program.
  • lectured for the American Cancer Society on July 10, 2002 on benefits of donating art to charity at the Kenise Barnes Fine Art Gallery in Larchmont, New York.
  • 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.

March, 2002 through May, 2002
  • lectured on May 15 2002 at the Crowne Plaza in White Plains, New York as part of a program hosted by Merrill Lynch and the Firm on “Retirement Planning & Estate Planning for Physicians”.
  • lectured on May 23, 2002 for UJA Federation of NY's 12th Annual Westchester Estate, Tax & Financial Planning Conference on "Utilizing Non Qualified Deferred Compensation in Estate, Gift & Income Tax Planning."
  • is working with Children’s Help Net Foundation which is in discussions to combine charitable fund raising efforts with the Briarcliff Manor Community Relief Fund.
  • Deborah Yurchuk McCarthy
  • was reelected, for a third term, to the board of trustees of the Village of Croton on Hudson, New York on March 19, 2002. Deb has served on the board since 1998.
  • was honored for his volunteer efforts in behalf of Hudson Valley Hospital Center at a reception held at Xaviers in Garrison, New York.
  • As part of the firm’s pro bono activities, Bob recently defended Pathways to Housing on a criminal complaint in Yonkers, New York. Pathways to Housing is a non profit organization that works to end homelessness for people living on the streets with concurrent mental illness and addiction.
  • 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.
  • Megan Vallerie

November, 2001 through February, 2002
  • participated in the New York City Chapter of the National Multiple Sclerosis Society’s Law Day, which was held in New York City on November 11, 2001. On that occasion John offered his services on a pro bono basis to give legal advice on wills, trusts, powers of attorney and living wills and health care proxies to persons who attended the meeting. Each session with a client lasted one half hour and he offered to prepare documents in situations where they were warranted and requested.
  • has joined the firm as an associate. She will be primarily working in the Business Litigation and Matrimonial and Family Law Practice Areas.
  • lectured on November 27, 2001 for the Westchester Division of the Pace Women's Justice Center on "Current Trends in Equitable Distribution" as a part of the Family Law Lecture Series.
  • revised his article on the "United States South Africa Income Tax Treaty" (http://www.rkiggins.com) in which he discusses the impact of the new South Africa tax on capital gains.
  • is a lecturer in a Fall, 2001 Ethics course at Pace Law School with Professor Carlisle.
  • was elected in January, 2002 to Notre Dame's FIRST, a community service organization of the National Alumni Board for the University of Notre Dame in which he serves as a regional director for Metro New York, including New York City, lower Connecticut and the lower Hudson Valley.
  • acted as a Chair of Food PATCH's annual dinner on February 8, 2002; the Firm is a Silver Sponsor for the dinner.
  • Andrea J. Smith
  • 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
  • STAR Program for High School Students
  • The Firm’s participation in the STAR program (Success Through Academic Readiness, which is a program of the Institute for Student Achievement was reported in The Journal News. Kathleen Donelli had this to say in the news article about the program: "It's hard to know what the inside of any profession is until you see it. Actually experiencing life in a law firm, life in a courtroom — it's invaluable." (The Journal News, 7/25/2001)
  • lectured on October 23, 2001 and October 24, 2001 for the New York State Bar Association on "Revocable Trusts" and "Ethical Considerations for Estate Planners".
  • is volunteering his time in assisting families of victims of the World Trade Center disaster on September 11, 2001. The firm has also made available to attorneys throughout the New York City metropolitan region forms of trust agreements to serve as Memorial Trust Funds for the benefit of the families of the victims.
  • 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.

February, 2001 through June, 2001
  • Firm's Sponsorship of STAR Program for High School Students
  • As part of its participation in the STAR program, the firm has employed a Westchester high school student as a summer intern. The STAR program (Success through Academic Readiness) is a program of the Institute for Student Achievement, a not-for-profit organization.
October, 2000 through January, 2001
  • on January 17, 2001, lectured on Commercial Real Estate Transactions at Pace University College of Law, for their Continuing Legal Education program
  • John G. McQuaid
  • acted as a Co-Chair of Food PATCH’s annual dinner on February 9, 2001
  • lectured on November 14, 2000 for The Bank of New York on “Checklist Examination of Executor’s Account”.
  • 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”.
September, 2000 through October, 2000
  • lectured on October 18, 2000 for the UJA-Federation of NY’s Conference on Estate, Tax & Financial Planning on “Ethical Considerations For Trust And Estate Lawyers”.
  • 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.
 

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