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Firm News for 2002

  • Donelli Lectures on Letters of Engagement

    Kathleen Donelli, White Plains Divorce LawyerNovember 19, 2002

    Kathleen Donelli lectured on November 19, 2002 in White Plains, New York for the White Plains Bar Association on “Letters of Engagement.” For lecture materials, click on Seminar Outline.

  • Temple Lectures on Creative Use of Charitable Gifts in Estate & Financial Planning

    November 14, 2002

    Philip T. Temple lectured on November 14, 2002 in White Plains, New York on “The Creative Use of Charitable Gifts in Estate and Financial Planning” at a program co sponsored by the United Way of Westchester and Putnam and The Bank Of New York. For lecture materials, click on Seminar Outline.

  • Donelli Lectures on Letters of Engagement & Fee Dispute Arbitration

    Kathleen Donelli, White Plains Divorce LawyerNovember 13, 2002

    Kathleen Donelli lectured on November 13, 2002 in White Plains, New York for the Westchester Women's Bar Association on "Letters of Engagement and Fee Dispute Arbitration." For lecture materials, click on Seminar Outline.

  • Bramson Lectures for NYSBA on Forming and Operating the Partnership and LLP

    Howell Bramson, White Plains Business & Tax LawyerNovember 12, 2002

    Howell Bramson lectured in White Plains, New York on November 12, 2002 for the New York State Bar Association on "Forming and Operating the Partnership and LLP” as part of a program entitled "Practical Skills Forming and Advising Businesses".

  • Redis Appointed Co-Chair of WCBA's Mock Trial Committee

    November 01, 2002

    Robert M. Redis was appointed as co chair of the Mock Trial Committee of the Westchester County Bar Association. As part of his work, he is working with 30 Westchester high schools whose students are participating in moot court trials.

  • Redis Heads Federal Bar Council Program to start a Mentor Program for Westchester Bar and Westchester High Schools

    November 01, 2002

    Robert M. Redis is heading up a program of the Federal Bar Council to start a mentor program for the Federal and State Courts to work with the Westchester Bar and Westchester high schools.

  • Redis Elected Regional Director of Notre Dame 's Alumni Association covering New Jersey, Southern Connecticut qnd Southern New York

    November 01, 2002

    Robert M. Redis was elected Regional Director of Notre Dame First (University of Notre Dame’s Fighting Irish Resource Service Team) of the Alumni Association covering New Jersey, Southern Connecticut And Southern New York.

  • Newfield Lectures on Charitable Planned Giving

    October 05, 2002

    Lisa Newfield presented on various planned giving topics on October 2 through October 5, 2002 at the 15th National Conference on Planned Giving in Memphis, Tennessee.

  • Temple Lectures on Charitable Planned Giving Topics

    October 05, 2002

    Philip T. Temple presented on various planned giving topics on October 2 through October 5, 2002 at the 15th National Conference on Planned Giving in Memphis, Tennessee.

     

  • Bramson Lectures on Recent Developments on Family Limited Partnerships and Other Gifting Techniques

    Howell Bramson, White Plains Business & Tax LawyerSeptember 25, 2002

    Howell Bramson lectured in White Plains, New York on September 25, 2002 for the Westchester County Bar Association (Tax Section) on "Recent Developments involving Family Limited Partnerships & Other Gifting Techniques”.

  • Temple Lectures on Charitable Gift Planning with Split Interest Charitable Trusts

    September 23, 2002

    Philip T. Temple lectured on September 23, 2002 in New York City for the Practising Law Institute at its 33rd Annual Estate Planning Institute on "Charitable Gift Planning with Split Interest Charitable Trusts". For lecture materials, click on Seminar Outline

  • Firm's Corporate and General Business Group Can Do on line SEC Filings

    September 20, 2002

    the Firm's Corporate and General Business group now has the capability to do on line Securities and Exchange Commission (SEC) filings of SEC EDGAR (Electronic Data Gathering and Retrieval) through the SEC's EDGARlink(tm) software recently installed and successfully used by the Firm. This capability applies to EDGAR filings under, among other laws, the U.S. Securities Act of 1933 (e.g. securities registration statements), the U.S. Securities Exchange Act of 1934 (e.g. annual and quarterly reports of public companies), the Investment Company Act of 1940 (e.g. investment company registration statements) and the Williams Act (e.g. Form 13D Filings). The Firm also has done, for some time now, on line Internet filings of Form BD for securities broker dealers with the NASD through Web CRD and on line filings of Form ADV for securities investment advisers with the Investment Advisors Registration Depository (IARD). For more information, contact Howell Bramson.

  • Kiggins Joins National Association for Variable Annuities’ Subcommittee on Digital Signatures

    September 20, 2002

    On September 30, 2002 Robert J. Kiggins  joined the National Association for Variable Annuities’ subcommittee on digital signatures for variable annuity and variable life products. The subcommittee is reviewing current processes for electronic signature capture and seeking to develop industry standards and regulatory solutions under Federal Securities Laws, State Insurance Laws, Money Laundering Regulations, and Privacy Regulations.

  • Temple Lectures on Family Private Foundations & Alternatives

    September 18, 2002

    Philip T. Temple lectured on September 18, 2002 in New York City for UJA Federation of NY’s 33rd Annual New York Estate, Tax and Financial Planning Conference on "Family Private Foundations and Their Alternatives".

  • Samuel S. Fagin Joins Firm as Associate

    September 01, 2002

    Samuel S. Fagin has joined the firm as an associate.

  • Cole Joins Firm as Associate

    September 01, 2002

    Joshua S. Cole has joined the firm as an associate.

     

  • Newfield Lectures on Tax Benefits of Donating Art to Charity

    July 10, 2002

    Lisa Newfield lectured for the American Cancer Society on July 10, 2002 on benefits of donating art to charity at the Kenise Barnes Fine Art Gallery in Larchmont, New York.

  • Temple Lectures on Gifts of Unique Assets to Charitable Remainder Trusts

    June 20, 2002

    Philip T. Temple lectured on June 20, 2002 in San Francisco, California for the Northern California Planned Giving Council's 10th Annual Planned Giving Conference, on "Gifts of Unique and Sometimes Difficult Assets to Charitable Remainder Trusts." For lecture materials, click on Seminar Outline.

  • Streng Lectures on Strategies for Avoiding Will Contests & Winning Will Contests

    Frank W. Streng, White Plains Estate Litigation LawyerJune 10, 2002

    Frank W. Streng lectured in White Plains, New York on June 10, 2002 for the Westchester County Bar Association (Trusts & Estates Section) on "Strategies for Avoiding Will Contests . . . But Winning if you Can’t". For lecture materials, click on Seminar Outline.

  • Newfield Lectures on Income Tax Issues in Elder Law Planning

    June 06, 2002

    Lisa Newfield lectured on June 6, 2002 on "Income Tax Issues in Elder Law Planning" for Pace University School of Law's Continuing Legal Education program.

  • Donelli Lectures on Children’s Records Law in New York: Access to Mental Health Records

    Kathleen Donelli, White Plains Divorce LawyerJune 05, 2002

    Kathleen Donelli lectured on June 5, 2002 in White Plains, New York for Lorman Education Services on “Children’s Records Law in New York: Access to Mental Health Records.” For lecture materials, click on Seminar Outline.

  • Newfield Elected to Planned Giving Advisory Council of American Cancer Society

    June 01, 2002

    Lisa Newfield was elected to the Board of the American Cancer Society’s Planned Giving Advisory Council.

  • Streng Joins Calvary Hospital's Professional Advisors Council

    Frank W. Streng, White Plains Estate Litigation LawyerJune 01, 2002

    Frank W. Streng has joined the Professional Advisors Council of Calvary Hospital.

  • Streng Lectures on Ethical Considerations for Trusts & Estates Lawyers

    May 31, 2002

    Frank W. Streng lectured on May 31, 2002 for the New York State Bar Association on "Ethical Considerations" as part of an all day program on Trust Planning and Taxation.

  • Temple Lectures on Trusts for Charity

    May 31, 2002

    Philip T. Temple lectured on May 31, 2002 in White Plains, New York and on June 4, 2002 in New York City for the New York State Bar Association on "Trusts for Charity" as part of an all day program on Trust Planning and Taxation. For lecture materials, click on Seminar Outline.

  • Donelli Lectures on Child Support & Maintenance

    Kathleen Donelli, White Plains Divorce LawyerMay 28, 2002

    Kathleen Donelli lectured on May 28, 2002 in White Plains, New York for Pace University School of Law's Justice Center on “Child Support and Maintenance." For lecture materials, click on Seminar Outline.

  • Bramson Lectures for UJA on Utilizing Non Qualified Deferred Compensation in Estate, Gift & Income Tax Planning

    Howell Bramson, White Plains Business & Tax LawyerMay 23, 2002

    Howell Bramson lectured on May 23, 2002 for UJA Federation of NY's 12th Annual Westchester Estate, Tax & Financial Planning Conference on "Utilizing Non Qualified Deferred Compensation in Estate, Gift & Income Tax Planning."

  • Temple Lectures on Smorgasbord of Charitable Planned Giving Strategies

    May 23, 2002

    Philip T. Temple lectured on May 23, 2002 in White Plains, New York for the UJA Federation of NY’s 12th Annual Westchester Estate, Tax and Financial Planning Conference, on "A Smorgasbord of Charitable Planned Giving Strategies." For lecture materials, click on Seminar Outline.

  • Streng Lectures on Ethics & Tactics in Surrogate's Court Practice

    Frank W. Streng, White Plains Estate Litigation LawyerMay 21, 2002

    Frank W. Streng lectured on May 21, 2002 for The Bank of New York on "Ethics and Tactics in Surrogate's Court Practice." For lecture materials, click on "Ethics and Tactics in Surrogate's Court Practice." and Ethics and Tactics in Surrogate's Court Practice Fact Pattern.

  • Bramson Lectures on Retirement Planning & Estate Planning for Physicians

    Howell Bramson, White Plains Business & Tax LawyerMay 15, 2002

    Howell Bramson lectured on May 15 2002 at the Crowne Plaza in White Plains, New York as part of a program hosted by Merrill Lynch and the Firm on “Retirement Planning & Estate Planning for Physicians”.

  • Temple Lectures on Funding Charitable Remainder Trusts with Real Estate

    May 07, 2002

    Philip T. Temple lectured on May 7, 2002 in White Plains, New York for the Tax Section of the Westchester County Bar Association on "Funding Charitable Remainder Trusts with Real Estate" For lecture materials, click on Seminar Outline

  • Streng Lectures for WWBA on Estate Planning for the Dysfunctional Family

    Frank W. Streng, White Plains Estate Litigation LawyerMay 06, 2002

    Frank W. Streng lectured on May 6, 2002 for the Westchester Women's Bar Association on "Estate Planning for the Dysfunctional Family." For lecture materials, click on Seminar Outline.

  • Temple Lectures on Planning for Retirement, Elder Law & Charitable Giving Under the Tax Act of 2001

    May 02, 2002

    Philip T. Temple lectured on May 2, 2002 in New York City for the UJA Federation of NY at a seminar entitled "Planning for Retirement, Elder Law and Charitable Giving Under the Changes in Tax Act 2001".

  • Donelli Lectures for WWBA on Taking & Defending Depositions

    Kathleen Donelli, White Plains Divorce LawyerApril 24, 2002

    Kathleen Donelli lectured on April 24, 2002 in White Plains, New York for the Westchester Women's Bar Association on "Taking and Defending Depositions." For lecture materials, click on Seminar Outline.

  • Yurchuk McCarthy Re-Elected to Board of Trustees of Village of Croton on Hudson

    March 19, 2002

    Deborah Yurchuk McCarthy was reelected, for a third term, to the board of trustees of the Village of Croton on Hudson, New York on March 19, 2002. Deb has served on the board since 1998.

  • Temple Lectures on Charitable Remainder Trusts

    March 14, 2002

    Philip T. Temple lectured on March 14 and 15, 2002 in Long Beach, California for the American Institute for Philanthropic Studies, on "Charitable Remainder Trusts".

  • Temple Lectures on Creative Charitable Planned Giving Techniques

    March 07, 2002

    Philip T. Temple lectured on March 7, 2002 in White Plains, New York for The Bank of New York and United Way of Westchester and Putnam, Inc. on "Creative Charitable Planned Giving Techniques".

  • Boggio Elected Secretary of Eastchester Bar Association

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerMarch 01, 2002

    Gail M. Boggio was elected Secretary of the Eastchester Bar Association.

  • Boggio Appointed Co-Chair of New Lawyers Group of Westchester Women's Bar Association

    March 01, 2002

    Gail M. Boggio was appointed co-chair of the New Lawyers Group of the Westchester Women's Bar Association.

  • Kiggins Helps Raise Funds for Briarcliff Manor Community Relief Fund through Children’s Help Net Foundation

    March 01, 2002

    Robert J. Kiggins is working with Children’s Help Net Foundation which is in discussions to combine charitable fund raising efforts with the Briarcliff Manor Community Relief Fund

  • Redis Honored for Volunteer Efforts for Hudson Valley Hospital Center

    March 01, 2002

    Robert M. Redis was honored for his volunteer efforts in behalf of Hudson Valley Hospital Center at a reception held at Xaviers in Garrison, New York.

  • Redis Defends Pathways to Housing in Pro Bono Criminal Case

    March 01, 2002

    As part of the firm’s pro bono activities, Robert M. Redis recently defended Pathways to Housing on a criminal complaint in Yonkers, New York. Pathways to Housing is a non profit organization that works to end homelessness for people living on the streets with concurrent mental illness and addiction

  • Vallerie Joins Firm as Associate

    March 01, 2002

    Megan Vallerie has joined the firm as an associate. She will be primarily working in the Firm’s Commercial Finance and Real Estate Transactions Practice Areas.

  • Redis Acted as Chair of Food PATCH's Annual Dinner

    February 08, 2002

    Robert M. Redis acted as a Chair of Food PATCH's annual dinner on February 8, 2002; the Firm is a Silver Sponsor for the dinner.

  • Donelli Lectures on Ethics & Professionalism

    Kathleen Donelli, White Plains Divorce LawyerFebruary 02, 2002

    Kathleen Donelli lectured in White Plains, New York on February 2, 2002 as part of a panel discussion on "Ethics and Professionalism" for Pace University School of Law's Continuing Legal Education program.

  • Redis Elected to Notre Dame's FIRST

    January 01, 2002

    Robert M. Redis was elected in January, 2002 to Notre Dame's FIRST, a community service organization of the National Alumni Board for the University of Notre Dame in which he serves as a regional director for Metro New York, including New York City, lower Connecticut and the lower Hudson Valley.