Philip T. Temple lectured on December 8, 2004 (through a Webcam Presentation) for United Jewish Communities in New York City on "Creative Uses of Split-Interest Charitable Trusts". For lecture materials, click on Seminar Outline.
Philip T. Temple was quoted by the New York Times in an article dealing with year-end tax planning.
As part of the 75th Anniversary celebration of the YWCA of White Plains and Central Westchester, Kathleen Donelli was selected and honored as one of Westchester County's outstanding women. The YWCA gives this honor to women who, by their achievements, commitment and leadership, have inspired others while making the community a better place to live and whose actions exemplify the YWCA's mission: to empower women and eliminate racism. To celebrate the YWCA's 75th Anniversary and the award recipients' leadership, a gala was held on November 13, 2004 at the Surf Club in New Rochelle. Gloria Steinem was the guest speaker. The Westchester District Attorney, Jeanine Pirro, was the honorary Chairperson. As a special honorary, Kathleen was inducted into the YWCA Academy.
Philip T. Temple lectured on October 11, 2004 for the Council on Foundations at its Conference for Community Foundations on "Demystifying Gifts of Tangible Personal Property".
Frank W. Streng lectured in White Plains, New York on October 5, 2004 on Ethical Issues for Trusts and Estates Lawyers for Lorman Education Services as part of a program entitled Exploring Probate Issues in New York. For lecture materials, click on Seminar Outline.
Philip T. Temple lectured on September 22, 2004 for the Association for Health Care Philanthropy on "Increased Endowment and Enhanced Quality of Care: Making the Case for Gifts of Tangible Personal Property".
Philip T. Temple lectured on September 19, 2004 in White Plains, New York for the American Heart Association on "Charitable Gift Planning - - What To Look Out For". For lecture materials, click on Seminar Outline.
Philip T. Temple lectured on September 14, 2004 in New York City for UJA Federation of NY’s 35th Annual New York Estate, Tax and Financial Planning Conference on "Sophisticated Philanthropy, Charitable Gifts of Hard to Sell Assets Including Collectibles and Real Estate". For lecture materials, click on Seminar Outline.
As part of her representation of clients who were upset that a lawyer, acting as trustee of a trust fund created for a baby kidnapped from Harlem Hospital in 1987, had not provided proper accountings on the trust, Lisa Newfield, working with Frank W. Streng, had reviewed the lawyer’s records, identified improper withdrawals from the trust by the lawyer and ultimately forced the lawyer’s resignation as trustee. The lawyer had been the subject of a disciplinary complaint before a Disciplinary Committee of the Appellate Division, First Department. Lisa and the firm fully cooperated in this investigation. Citing Lisa’s investigatory work on the trust, the First Department, having first suspended the lawyer from practice, adopted the recommendation of its Disciplinary Committee and disbarred the lawyer in a decision and order dated August 12, 2004. The case has also been reported by different news publications.
Kathleen Donelli lectured on July 27, 2004 in White Plains, New York for Pace University School of Law's Women’s Justice Center on “Divorce Law in New York State". For lecture materials, click on Seminar Outline.
Philip T. Temple on July 13th through July 15th, 2004 he participated in the 10th Annual Summer Conference on Planned Giving for Middlebury College in Middlebury, Vermont.
Frank W. Streng lectured in White Plains, New York on June 7, 2004 for the Westchester County Bar Association (Trusts & Estates Section) on "Property Turnover Proceedings under SCPA Article 21 and Ethical Issues in Surrogate's Court Litigation". For lecture materials, click on Seminar Outline.
Howell Bramson lectured on May 19, 2004 in White Plains, New York for UJA Federation of NY’s 14th Annual Westchester Estate, Tax and Financial Planning Conference on "IRS Attacks on Family Limited Partnerships and Current Strategies.” For lecture materials, click on Seminar Outline.
Philip T. Temple lectured on May 19, 2004 in White Plains, New York for UJA Federation of NY’s 14th Annual Westchester Estate, Tax and Financial Planning Conference on "Charitable Gifts of Unusual Assets.” For lecture materials, click on Seminar Outline.
On May 13, 2004 Philip T. Temple lectured on "Gifts of Tangible Personal Property" in Wallingford, Connecticut for the Planned Giving Group of Connecticut.
On May 6, 2004 Philip T. Temple lectured in Boise, Idaho on "Charitable Giving and Estate Tax Strategy" at a Seminar for Professional Advisors sponsored by St. Luke's Health Foundation and Albertson College
Howell Bramson lectured in White Plains, New York on April 26, 2004 for the Westchester County Bar Association (Co-Sponsored by the Tax and Trusts and Estates Section) on "IRS Attacks on Family Limited Partnerships and Current Strategies.” For lecture materials, click on Seminar Outline.
The Firm co-sponsored "Take our Children to Work Day" on April 22, 2004, a program hosted in White Plains, New York by the United States District Court, Southern District of New York. One of the Firm's partners, Kathleen Donelli, spoke at the event in her capacity as President of the Westchester Women's Bar Association.
On April 22, 2004 Philip T. Temple lectured on "Ethical Issues in Planned Giving" at the Planned Giving Council of New Jersey's Ninth Annual Gift Planning Conference.
Joseph P Harrington lectured on April 21 and 28, 2004 for Pace University School of Law in White Plains, New York on Commercial Lending issues as part of a program on "Commercial Real Estate Transactions".
L. William Fishman's article - “Timing Really is Everything – So Use Tax Deadlines and Time Limits to Your Advantage” - appeared in the April, 2004 issue of Tax Hotline.
On March 17th and March 18th, 2004 Philip T. Temple participated in a two day class for development and planned giving officers on "Charitable Remainder Trusts" in Long Beach, California for the American Institute for Philanthropic Studies.
Kathleen Donelli co-chaired a luncheon of the Girl Scouts of Westchester*Putnam on March 10, 2004, held at Abigail Kirsch-Tappan Hill in Tarrytown, New York, celebrating that organization's 25th anniversary.
Kathleen Donelli lectured on March 9, 2004 and March 18, 2004 in Elmsford, New York on “Equitable Distribution" as part of a program offered by the Westchester Women's Bar Association, in partnership with the Northern Westchester Shelter and Victims Assistance Services. For lecture materials, click on Seminar Outline1 and Seminar Outline2.
Martin Drazen, former chair of the firm's Taxation and Corporate and General Business groups, and a name partner of the firm, died on March 4, 2004. Click at Obituary for the form of obituary published in various news publications.
The firm has become a Corporate Sponsor of The Hudson River Museum. The Hudson River Museum, located in Yonkers, New York, is considered by many to be one of the best places to view works inspired by the Hudson. The Museum also includes the Andrus Planetarium, the only public planetarium in Westchester County.
As co chair of the Mock Trial Committee of the Westchester County Bar Association, Robert M. Redis ran the Westchester County High School Mock Trial Competition. The competition, which took place at the Richard J. Daronoco County Courthouse, started on February 26, 2004 and continued for many weeks. Thirty-six high schools participated.
L. William Fishman was elected Chair of the Committee on Taxation of the Westchester Women's Bar Association.
Kathleen Donelli, as President of the Westchester Women's Bar Association, was a speaker on January 22, 2004 at the Richard J. Daronco County Courthouse in White Plains, New York at the induction ceremony of newly elected judges.
L. William Fishman was a lecturer at a program sponsored by Smith Barney for brokers seeking a certification as a financial planner. As part of this program, Bill lectured on income tax matters (including all aspects of individual taxation and some aspects of partnerships, corporations and trusts). The lecture program began on January 5, 2004 and continued through March 22, 2004.
L. William Fishman is an Adjunct Professor at Pace University's Lubin School of Business and is currently teaching a course on Estate Planning.
Robert M. Redis was elected President of Food PATCH. The mission of Food PATCH, a certified affiliate of Second Harvest, the largest domestic hunger relief charity in the United States, is to alleviate hunger and minimize food waste in Westchester County. Food PATCH solicits and administers donations from both the public and private sector, distributing food through local agencies, who, through various programs, meet the needs of individuals and families.