Home » Attorneys » Lisa Newfield » Speaking Engagements

Recent Speaking Engagements

DescriptionOrganizationDate

Estate & Gift Tax Planning

Salvation Army

May 28, 2014

Lisa Newfield, Estate Tax & Fiduciary & Individual Income Tax Issues

Trusts & Estates Law Section of the New York State Bar Association, Manhattan

December 10, 2012

Charitable Gift Planning: How Leaving a Legacy Benefits You, Your Family & Blythedale

Blythedale Children’s Hospital 

November 15, 2012

Charitable Lead Trusts

Planned Giving Group of Greater New York, New York City

October 17, 2012

Living Wills & Power of Attorney Forms

Karpas Health-Beth Israel, Manhattan

May 23, 2012

Update on Elder Law

For lecture materials, click on Seminar Outline.

American Council on Gift Annuities, San Francisco, California

April 20, 2012

Plans to Make Today to Help Your Family Tomorrow

Botanical Gardens, Bronx, New York

January 11, 2012

Charitable Planning, as part of an all-day program entitled "Introduction to Estate Planning"

Trusts & Estates Law Section of  New York State Bar Association, Mt. Kisco, New York

October 27, 2011

Charitable Gift Planning

Trusts & Estates Law Section of New York State Bar Association, Manhattan

October 24, 2011

"Estate Tax Changes in 2010 and How Planning may be Affected"

New York City, 1852 Society at Mount Sinai Hospital

May 18, 2010

"Charitable Planning in the Current Market"

New York City, St. George's Society of New York

March 31, 2010

Estate Taxes, Gift Taxes and Fiduciary Taxes, as part of an all-day program entitled "Introduction to Estate Planning"

Tarrytown, New York, Trusts and Estates Law Section of the New York State Bar Association

October 29, 2009

Charitable Planning

Hudson Valley Estate Planning Council, SUNY New Paltz

October 24, 2009

"Taxes in a Nutshell", 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)"

Tarrytown, New York, Trusts & Estates Law Section of the New York State Bar Association

June 12, 2009

“Using Charitable Trusts and Private Foundations in Estate Planning"

For lecture materials, click on Seminar Outline.

White Plains, New York, Westchester Women's Bar Association

September 24, 2007

"Trusts for Charities", as part of an all-day program entitled "Trust Your Planning: A Comprehensive Review of Trust Planning and Drafting Techniques"

Tarrytown, New York, Trusts & Estates Law Section of the New York State Bar Association

May 16, 2007

Administration of Estates, with an emphasis on Tax Issues

Tarrytown, New York, Trusts & Estates Law Section of the New York State Bar Association

October 24, 2006

"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.

Westchester County Bar Association (Trusts & Estates Section), White Plains, New York

February 07, 2005

"Planned Giving 007: Bonds – Just Bonds"

For lecture materials, click on Seminar Outline.

Planned Giving Group of Greater New York, New York City

November 12, 2003

"Charitable Gifts of Unique Assets; Private Foundations, Supporting Organizations and Donor Advised Funds". Program 1.

For lecture materials, click on Seminar Outline.

Jewish Community Foundation of Southern Arizona, in Tucson, Arizona.

November 06, 2003

"Charitable Gifts of Unique Assets; Private Foundations, Supporting Organizations and Donor Advised Funds" - Program 2.

For lecture materials, click on Seminar Outline.

Jewish Community Foundation of Southern Arizona, Tucson, Arizona.

November 06, 2003

"Planned Giving 007: Bonds – Just Bonds"

National Conference on Planned Giving, Cincinnati, Ohio.

October 20, 2003

“The Gift and Estate Tax Implications of Planned Gifts”

For lecture materials, click on Seminar Outline.

Planned Giving Group of Greater New York, New York City

April 16, 2003

Presentation On Numerous Topics, Including Recent Developments In Charitable Gift Planning And An Update On Tax Laws

For lecture materials, click on Seminar Outline.

Orchard Foundation (the supporting organization of The Christian and Missionary Alliance), Orlando, Florida

February 19, 2003

Gift and Estate Tax Implications of Planned Gifts

15th National Conference on Planned Giving, Nashville, Tennessee

October 04, 2002

Benefits of Donating Art to Charity

American Cancer Society, Kenise Barnes Fine Art Gallery, Larchmont, New York

July 10, 2002

"Income Tax Issues in Elder Law Planning"

Pace University School of Law's Continuing Legal Education program

June 06, 2002

"The 2001 Act and Its Effect On Charitable Giving In Estate Plans"

Westchester Women's Bar Association

September 20, 2001

"Special Problems in Fiduciary Income Taxation"

New York State Bar Association

May 21, 2001