Lisa Newfield, who chairs our Charitable Gift Planning and Exempt Organizations groups and co-chairs our Trusts & Estates group, was the moderator on December 10, 2012 for an all-day program in Manhattan entitled "Probate and Administration of Estates" sponsored by the Trusts & Estates Law Section of the New York State Bar Association. Lisa also spoke on Estate Tax & Fiduciary & Individual Income Tax Issues at the program.
Lisa Newfield, who chairs our Charitable Gift Planning and Exempt Organizations groups and co-chairs our Trusts & Estates group, spoke at Blythedale Children’s Hospital on November 15, 2012 on "Charitable Gift Planning: How Leaving a Legacy Benefits You, Your Family & Blythedale."
Lisa Newfield, who chairs our Charitable Gift Planning and Exempt Organizations groups and co-chairs our Trusts & Estates group, was part of a panel discussion on Charitable Lead Trusts on October 17, 2012 for the Planned Giving Group of Greater New York in New York City.
Lisa Newfield, who co-chairs our Trusts & Estates group, lectured in Manhattan on May 23, 2012 on Living Wills and Power of Attorney forms for Karpas Health-Beth Israel.
Lisa Newfield, who chairs our Charitable Gift Planning and Exempt Organizations groups and co-chairs our Trusts & Estates group, lectured in San Francisco on Elder Law on April 20, 2012 for the American Council on Gift Annuities. See Update on Elder Law for Lisa's written presentation.
Lisa Newfield, who chairs our Charitable Gift Planning and Exempt Organizations groups and co-chairs our Trusts & Estates group, was elected to the Executive Committee of the Trusts & Estates Law Section of the New York State Bar Association and is a Vice Chair of the section's Charitable Organizations committee.
Lisa Newfield, who chairs our Charitable Gift Planning and Exempt Organizations groups and co-chairs our Trusts & Estates group, lectured on Estate Planning on January 11, 2012 for the Botanical Gardens in a program entitled, "Plans to Make Today to Help Your Family Tomorrow."
Lisa Newfield lectured on October 27, 2011 in Mt. Kisco, New York on Charitable Planning for the Trusts & Estates Law Section of the New York State Bar Association, as part of an all-day program entitled "Introduction to Estate Planning."
Lisa Newfield was the moderator on October 24, 2011 for an all-day program in Manhattan entitled "Introduction to Estate Planning", sponsored by the Trusts & Estates Law Section of the New York State Bar Association. Lisa also lectured on Charitable Gift Planning at this program.
In 2004, the firm's web site contained the following item on firm news:
"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 provided proper accountings on the trust, Lisa Newfield, 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."
In a remarkable development, in January, 2011, the kidnapped baby herself, Carlina White, through a diligent search of the website of the National Center for Missing and Exploited Children, was able to identify herself as a missing baby and find her parents, Joy White and Carl Tyson. The New York Daily News initially broke the story and reported, on January 19, 2011, that Carlina, whose name was changed to Nejdra Nance, was reunited with her parents in early January, 2011. The joyful story was a lead story for ABC News on January 19th and is now being reported by major media outlets throughout the country, including CNN.
Lisa Newfield lectured on May 18, 2010 in New York City for the 1852 Society at Mount Sinai Hospital on "Estate Taxes Changes in 2010 and How Planning may be Affected".
Lisa Newfield lectured on March 31, 2010 in New York City for the St. George's Society of New York on "Charitable Planning in the Current Market".
Lisa Newfield lectured on October 24, 2009 at SUNY New Paltz for the Hudson Valley Estate Planning Council on Charitable Planning as part of the Council's Estate Planning Day. See Lisa's You Tube Interview on this program.
Lisa Newfield lectured on June 12, 2009 in White Plains, New York on "Taxes in a Nutshell" for the Trusts and Estates Law Section of the New York State Bar Association, as part of an all-day program entitled "Everything You Wanted to Know About Estate Planning for the Middle Class Client (But Were Afraid To Ask)". Click at program for additional information.
Lisa Newfield lectured on June 2, 2009 at St. Luke's Hospital, New York, New York, on charitable planning with charitable lead trusts.
Lisa Newfield lectured on September 24, 2007 for the Westchester Women's Bar Association in White Plains, New York on “Using Charitable Trusts and Private Foundations in Estate Planning." For lecture materials, click on Seminar Outline.
Lisa Newfield lectured on "Trusts for Charities" as part of an all-day program in Tarrytown, New York on May 16, 2007 entitled "Trust Your Planning: A Comprehensive Review of Trust Planning and Drafting Techniques" for the Trusts and Estates Law Section of the New York State Bar Association.
Lisa Newfield lectured on administration of estates, with an emphasis on tax issues, as part of an all-day program in Tarrytown, New York on October 24, 2006 entitled "Probate and Administration of Estates" for the Trusts and Estates Law Section of the New York State Bar Association.
Lisa Newfield lectured in White Plains, New York on February 7, 2005 for the Westchester County Bar Association (Trusts & Estates Section) on "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.
We are pleased to announce that Lisa Newfield has been named a partner of the firm. Lisa will continue to practice in the areas of Trusts and Estates, Charitable Gift Planning, Exempt Organizations and Taxation.
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 provided proper accountings on the trust, Lisa Newfield, 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.
On November 12, 2003, Lisa Newfield and Philip T. Temple lectured on "Planned Giving 007: Bonds – Just Bonds" at the Planned Giving Group of Greater New York in New York City. For lecture materials, click on Seminar Outline.
On November 6, 2003, Lisa Newfield and Philip T. Temple did two separate lectures on "Charitable Gifts of Unique Assets; Private Foundations, Supporting Organizations and Donor Advised Funds" for the Jewish Community Foundation of Southern Arizona, in Tucson, Arizona. For lecture materials, click on Seminar Outline 1 and Seminar Outline 2.
On October 20, 2003, Lisa Newfield and Philip T. Temple lectured on "Planned Giving 007: Bonds – Just Bonds" at the National Conference on Planned Giving, in Cincinnati, Ohio. For lecture materials, click on Seminar Outline.
On April 16, 2003 Lisa Newfield 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.
On April 16, 2003 Philip T. Temple 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 February 19, 2003, Lisa Newfield 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.
Lisa Newfield presented on various planned giving topics on October 2 through October 5, 2002 at the 15th National Conference on Planned Giving in Memphis, Tennessee.
Lisa Newfield 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.
Lisa Newfield lectured on June 6, 2002 on "Income Tax Issues in Elder Law Planning" for Pace University School of Law's Continuing Legal Education program.
Lisa Newfield was elected to the Board of the American Cancer Society’s Planned Giving Advisory Council.
Lisa Newfield lectured on September 20, 2001 for the Westchester Women's Bar Association on "The 2001 Act and Its Effect On Charitable Giving In Estate Plans".
Lisa Newfield lectured on May 21, 2001 for the New York State Bar Association on "Special Problems in Fiduciary Income Taxation".
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