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  • Firm News Archives - 2003-2004

September, 2004 through December, 2004
  • As part of the 75th Anniversary celebration of the YWCA of White Plains and Central Westchester, Kathleen was selected and honored as one of Westchester County's outstanding women. The YWCA gives this honor to women who, by their achievements, commitment and leadership, have inspired others while making the community a better place to live and whose actions exemplify the YWCA's mission: to empower women and eliminate racism. To celebrate the YWCA's 75th Anniversary and the award recipients' leadership, a gala was held on November 13, 2004 at the Surf Club in New Rochelle. Gloria Steinem was the guest speaker. The Westchester District Attorney, Jeanine Pirro, was the honorary Chairperson. As a special honorary, Kathleen was inducted into the YWCA Academy.
  • lectured in White Plains, New York on October 5, 2004 on Ethical Issues for Trusts and Estates Lawyers for Lorman Education Services as part of a program entitled Exploring Probate Issues in New York. For lecture materials, click on Seminar Outline.
  • 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 19, 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.

June, 2004 through August, 2004
  • Tracy J. Dennis
  • As part of her representation of clients who were upset that a lawyer, acting as trustee of a trust fund created for a baby kidnapped from Harlem Hospital in 1987, had not given proper accountings on the trust, Lisa, working with Frank W. Streng, had reviewed the lawyer’s records, identified improper withdrawals from the trust by the lawyer and ultimately forced the lawyer’s resignation as trustee. The lawyer had been the subject of a disciplinary complaint before a Disciplinary Committee of the Appellate Division, First Department. Lisa and the firm fully cooperated in this investigation. Citing Lisa’s investigatory work on the trust, the First Department, having first suspended the lawyer from practice, adopted the recommendation of its Disciplinary Committee and disbarred the lawyer in a decision and order dated August 12, 2004. The case has also been reported by different news publications.
  • lectured in White Plains, New York on June 7, 2004 for the Westchester County Bar Association (Trusts & Estates Section) on "Property Turnover Proceedings under SCPA Article 21 and Ethical Issues in Surrogate's Court Litigation". 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.

March, 2004 through May, 2004
  • "Take Our Children to Work Day"
  • The firm has become a Corporate Sponsor of The Hudson River Museum. The Hudson River Museum, located in Yonkers, New York, is considered by many to be one of the best places to view works inspired by the Hudson. The Museum also includes the Andrus Planetarium, the only public planetarium in Westchester County.
  • lectured in White Plains, New York on April 26, 2004 for the Westchester County Bar Association (Co-Sponsored by the Tax and Trusts and Estates Section) on "IRS Attacks on Family Limited Partnerships and Current Strategies.” For lecture materials, click on Seminar Outline.
  • lectured on May 19, 2004 in White Plains, New York for UJA Federation of NY’s 14th Annual Westchester Estate, Tax and Financial Planning Conference on "IRS Attacks on Family Limited Partnerships and Current Strategies.” For lecture materials, click on Seminar Outline.
  • Martin Drazen
  • L. William Fishman
  • Bill's article - “Timing Really is Everything – So Use Tax Deadlines and Time Limits to Your Advantage” - appeared in the April, 2004 issue of Tax Hotline.
  • was a lecturer at a program sponsored by Smith Barney for brokers seeking a certification as a financial planner.  As part of this program, Bill lectured on income tax matters (including all aspects of individual taxation and some aspects of partnerships, corporations and trusts).  The lecture program began on January 5, 2004 and continued through March 22, 2004.
  • on April 21 and 28, 2004, lectured for Pace University School of Law in White Plains, New York on Commercial Lending issues as part of a program on "Commercial Real Estate Transactions".

December, 2003 through February, 2004
  • L. William Fishman
  • as co chair of the Mock Trial Committee of the Westchester County Bar Association, Bob ran the Westchester County High School Mock Trial Competition. The competition, which took place at the Richard J. Daronoco County Courthouse, started on February 26, 2004 and continued for many weeks. Thirty-six high schools participated.
  • acted as a Chair of Food PATCH's annual Valentine Day dinner on February 13, 2004. Bob is also President of that organization.
  • was elected President of Food PATCH. The mission of Food PATCH, a certified affiliate of Second Harvest, the largest domestic hunger relief charity in the United States, is to alleviate hunger and minimize food waste in Westchester County. Food PATCH solicits and administers donations from both the public and private sector, distributing food through local agencies, who, through various programs, meet the needs of individuals and families. (1/04)

September, 2003 through November, 2003
  • 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 9, 2003. 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.
  • Nancy R. Schembri
  • lectured in White Plains, New York on November 24, 2003 for the Westchester County Bar Association (Trusts & Estates Section) on "Ancillary Documents – Power of Attorney, Health Care Proxy and Living Will; and Ethical Issues in Estate Planning". For lecture materials, click on Seminar Outline.

June, 2003 through August, 2003
  • Senator Joe Lieberman Visits Firm
  • on June 19, 2003, the firm hosted a reception for presidential candidate, Senator Joe Lieberman. Senator Lieberman fielded questions from local attorneys, including lawyers from the firm and members of the Westchester Women's Bar Association. Frank W. Streng, a co-administrative partner of the firm, said: “Our firm was pleased to provide a forum for Senator Lieberman to answer questions and explain his views on domestic and international policies.” According to another partner of the firm, Kathleen Donelli, one such view of the Senator was how the Bush tax cuts would negatively impact on everyone except the very wealthy. Mr. Streng recalls the Senator’s statement that, as a result of the tax cuts, there would be massive budget deficits that both harm the economy and compromise the government’s ability to spend monies on important programs, such as homeland security matters. Click here for some photographs taken at the reception.
  • L. William Fishman
  • has joined the firm as Counsel (6/1/03).
  • 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.
March, 2003 through May, 2003
  • authored an article (“Awards of Attorney’s Fees: Call a Spade a Spade, and You May Get Paid”) for the Spring, 2003 newsletter for the Westchester County Bar Association. Click here to view this article.
  • on April 16, 2003 she and Philip T. Temple 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.
  • 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.
January, 2003 through February, 2003
  • has joined the firm as Counsel (1/1/03).
  • acted as a Chair of Food PATCH's annual Valentine Day dinner on February 13, 2003. He was also reelected as First Vice President of that organization.
  • on February 19, 2003, she and Philip T. Temple 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.
 

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