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Phil is a noted practitioner in the areas
of personal planning for non-profit institutions and philanthropists,
major gift planning for non-profit institution development
offices, and personal estate planning for individuals. Phil
also co-chairs the firm's Charitable
Gift Planning and Exempt
Organizations groups.
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 recent speaking
engagements before various professional groups. Click Attorney
News for items of news for Phil published on our web site.
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- 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
- Significant Matters and Cases:
- Phil has been involved in many different transactions
in a variety of settings. Click at Representative
Matters for a description of some of the matters.
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- Professional and Community Involvement:
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- Journals, Publications and Outlines:
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- Phil has been published in numerous professional journals.
He has prolifically 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 Phil Temple
in any matter, email (ptemple@mccarthyfingar.com)
or phone him (914-385-1028) with any question you may have. |
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Copyright McCarthy Fingar LLP 2001-2010 All Rights Reserved |
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