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Lisa co-chairs the firm's Charitable
Gift Planning, Exempt
Organizations, and Trusts
& Estates groups. She is also a member of the Taxation
group.
Lisa has lectured before Pace
University School of Law, Center for Continuing Legal
Education, Elder Law Section of the Westchester
County Bar Association, The Westchester
Women's Bar Association and several national non-profit
institutions. 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 the Westchester
Women's Bar Association'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. |
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- Lifetime and Post-mortem estate and tax planning for individuals
- Preparation of Estate, Gift and Fiduciary Tax Returns
- Administration of Trusts and Estates
- 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
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- Professional and Community Involvement:
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- Journals, Outlines and Publications:
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- Lisa has been published in numerous professional journals.
She has also written and submitted outlines for numerous
Continuous Legal Education programs. Click at Publications
and Outlines for a description of some of these written
materials.
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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. |
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Copyright McCarthy Fingar LLP 2001-2010 All Rights Reserved |
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