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Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

Partner

Professional Profile

Lisa Newfield chairs our Charitable Gift Planning and Exempt Organizations groups and co-chairs our Trusts & Estates group. She also is a member of our Taxation group. Lisa devotes much of her practice to personal estate planning for individuals, major gift planning for non-profit institution development offices and planned giving for non-profit institutions and philanthropists. Lisa is a noted lecturer on charitable giving, exempt organization and various trusts and estates and tax topics. Lisa has spoken before many bar associations, educational institutions and charitable organizations, including, but not limited to, the National Conference on Philanthropic Planning, Trusts & Estates Law Section of the New York State Bar Association, Pace University School of Law, Elder Law Section of the Westchester County Bar Association, and The Westchester Women's Bar Association. She has contributed to Tax Planning Tips for Professional Advisors, the newsletter of the United Jewish Appeal-Federation of Jewish Philanthropies of New York. Lisa has also appeared on Westchester County's local cable show "Financial Planning with Legal Ease."

Click at attorney news for items of news for Lisa published on our web site. Click at speaking engagements for a partial list of some of Lisa’s speaking engagements before various professional groups.

Areas of Experience

  • Sophisticated Estate and Tax planning
  • Estate, Gift and Fiduciary Taxation, including representing fiduciaries in estate tax audits
  • Estate and Trust Administration
  • Charitable Planned Giving
  • Representation of Exempt Organizations from Private Foundations to Public Charities with regards to obtaining and maintaining exempt status, major gift planning, and obtaining state approvals for gift annuity programs
  • Asset Protection Planning
  • Medicaid Planning, including Medicaid applications and fair hearings

Professional & Community Involvement

Education

Journals, Outlines & Publications

Lisa has been published in numerous professional journals. She has also written and submitted outlines for numerous Continuous Legal Education programs. Click at publications & outlines for a description of some of these written materials.

Admitted to Practice

  • New York
  • Connecticut

Contact Me

If you think you may require the assistance of Lisa Newfield in any matter, email (lnewfield@mccarthyfingar.com) or phone her (914-385-1032) with any question you may have.