| Description | Organization | Date |
|---|---|---|
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 | 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 |
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" | September 20, 2001 | |
"Special Problems in Fiduciary Income Taxation" | May 21, 2001 |
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