Philip T. Temple

Professional Profile

Philip T. Temple is one of our region's best known  lawyers in the areas of Charitable Gift Planning and Exempt Organizations. Phil devotes much of his practice to personal planning for non-profit institutions and philanthropists, major gift planning for non-profit institution development offices, and personal estate planning for individuals. Phil is a frequent lecturer on the tax aspects of philanthropy before many charitable organizations, including, but not limited to, the American Hospital Association, Christian Stewardship Association and Council for Advancement and Support of Education. He has also spoken before many educational organizations, including, a number of Pace University Tax Institutes, the New York City Estate Planning Council, the Non-Profit Accounting Conference of the New York State Society of Certified Public Accountants, New York University’s Tax Institute and its Estate Planning Institute, as well as the Massachusetts Continuing Legal Education Program on Charitable Giving. He is a former chair of the Committee on Non-Profit Organizations of The Association of the Bar of the City of New York and a member of its Council on Taxation until its dissolution in 1999.

Click at Speaking Engagements for a partial list of some of Phil’s speaking engagements before various professional groups.

Areas of Experience

• Counseling charitable organizations on major gift programs, particularly their planned giving programs
• Charitable estate planning for high net worth individuals often involving significant charitable gifts
• Estate Planning and Drafting of Wills and Trust Agreements
• Lifetime-planning for avoidance of estate, gift, fiduciary, income and generating-skipping taxes
• After-death planning for avoidance of estate, gift, fiduciary and generation-skipping taxes

Professional & Community Involvement

• Member, Planned Giving Group of Greater New York
• Member, National Association of College and University Attorneys
• Member of the founding faculty of the American Institute of Philanthropic Studies

Journals, Publications & Outlines

Phil has been published in numerous professional journals. He has prolifically written and submitted outlines for numerous Continuous Legal Education programs. Click at Publications & Outlines for a description of some of these written materials.

Education

• LL.B., Columbia University, 1957
• A.B., City College of the City University of New York, 1954

Admitted to Practice

• New York
• U.S. Tax Court

Contact Me

If you think you may require the assistance of Phil Temple in any matter, email (ptemple@mccarthyfingar.com) or phone him (914-385-1028) with any question you may have.