Gail M. Boggio, a member of our Surrogate’s Court Litigation group, will lecture on “Revocable Trusts – The Will Substitute, Part II – Litigation” for the Westchester County Bar Association (Trusts & Estates Section). The program will discuss issues and options in attacking or defending a revocable trust, such as standing, jurisdiction, venue and statutes of limitations.
Gail M. Boggio, a member of our Charitable Gift Planning, Taxation and Trusts & Estates groups, lectured on "Planning for the Affluent Client or the Changing Landscape” at the Annual Convention of the Women’s Bar Association for the State of New York in Philadelphia, Pennsylvania. Gail's presentation discussed, among other topics, lifetime giving to reduce the New York estate tax; planning for retirement assets; the continuing value of the bypass trust; and the new portability rules. Click at Outline to see seminar outline.
Gail M. Boggio, a member of our Charitable Gift Planning, Exempt Organizations, Surrogate’s Court Litigation, Taxation and Trusts & Estates groups, was elected to the Executive Committee of the Trusts & Estates Section of the Westchester County Bar Association on October 28, 2011.
Frank W. Streng and Gail M. Boggio, both members of our Surrogate’s Court Litigation group, lectured in White Plains, New York on September 21, 2011 for the Westchester County Bar Association (Trusts & Estates Section) on "Everything you Wanted to Know about Property Turnover Proceedings in the Surrogate's Court." Frank was also the moderator for the program and the mock examination at the program. Click at examination to see Frank's presentation and his "topical" examination, used for the mock examination. Click at nuts & bolts to see Gail's outline for her presentation.
Gail M. Boggio, Kathleen Donelli and Dolores Gebhardt were elected and then sworn in as directors of the Women's Bar Association of the State of New York.
Gail M. Boggio has been appointed as an Article 81 Court Examiner for Westchester County by Gail Prudenti, the Presiding Justice in the Appellate Division, Second Department. Prior to her appointment as Court Examiner, Gail, who is also a certified public accountant, satisfied various training and educational requirements established by Justice Prudenti. As Court Examiner, Gail's duties include examining the reports of guardians to ascertain whether such guardians have timely filed reports and accountings as required by Article 81 of the Mental Hygiene Law. As Court Examiner, Gail must also certify whether such guardians have satisfied their statutory duties and the provisions of the court order appointing them.
Gail M. Boggio was elected as a Director of the Women's Bar Association of the State of New York. Gail is a member of our Charitable Gift Planning, Exempt Organizations, Surrogate’s Court Litigation, Taxation and Trusts & Estates.
Gail M. Boggio lectured on “Preparing for Estate Administration” and “Alternative Forms of Letters” as part of an all-day program in Mount Kisco, New York on October 23, 2008 entitled "Practical Skills: Probate and Adminstration of Estates" for the Trusts and Estates Law Section of the New York State Bar Association.
Gail M. Boggio was elected President of the Women's Bar Association of the State of New York.
Gail M. Boggio lectured in White Plains, New York on November 13, 2007 for the Westchester County Bar Association (Trusts & Estates Section) on "Everything you Wanted to Know About Preparing Surrogate Court Accountings (but was afraid to ask)". For lecture materials, click on Seminar Outline.
Gail M. Boggio was elected President-Elect of the Women's Bar Association of the State of New York.
Gail M. Boggio has been named a partner of the firm. Gail will continue to practice in the areas of Surrogate’s Court Litigation, Trusts and Estates, Charitable Gift Planning, Exempt Organizations and Taxation.
Gail M. Boggio lectured on November 28, 2006 on "Probating Problem Wills" in White Plains, New York, in a program co-sponsored by Westchester Women's Bar Association and The Bank of New York Private Bank. For lecture materials, click on Seminar Outline.
Gail M. Boggio was a guest on September 26, 2006 on the Rockland County talk show “Mortgage Matters”, broadcast on 1300 AM, WRCR. Gail discussed reverse mortgages in medicaid planning as well as basic estate planning issues.
Gail M. Boggio lectured on Uncontested Probate Proceedings in Tarrytown, New York on May 18, 2006 for the Trusts and Estates Law Section of the New York State Bar Association as part of an all-day program entitled "Surrogate's Court Proceedings".
Gail M. Boggio was elected Treasurer of the Westchester Women's Bar Association.
Gail M. Boggio was elected Secretary of the Eastchester Bar Association.
Gail M. Boggio was appointed co-chair of the New Lawyers Group of the Westchester Women's Bar Association.
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