Lisa Newfield, who chairs our Charitable Gift Planning and Exempt Organizations groups, was a state-wide moderator of a program entitled "Advising and Operating the New York Not-for-Profit Organization" for the Trusts & Estates Law Section of the New York State Bar Association. The program was offered in four locations: Albany [11/15/13],
Gail M. Boggio, a member of our Trusts & Estates and Tax groups, lectured on December 10, 2013 on “Estate Planning and Family Wealth Transfers” for the Richmond County Bar Association (Surrogate's Court Committee).
Dolores Gebhardt, who is a member of our Appellate Practice and Matrimonial & Family Law groups, was the moderator of the bi-annual program on New York Appellate Practice on November 14, 2013 in White Plains, sponsored by the New York State Bar Association's Committee on Courts of Appellate Jurisdiction. Dolores also lectured at this program on Motion Practice in the Appellate Division.
Howell Bramson, who chairs our Taxation practice group, lectured in Elmsford, New York on November 13, 2013 for the Elder Law Section of the New York State Bar Association as part of an all-day program entitled, "Advanced Document Drafting for the Elder Law Attorney." Howell provides an Overview of Estate Valuation Discount Vehicles, such as FLPs, CRTs, etc.
Robert J Kiggins, a member of our Corporate and Taxation groups, attended the Fourth Annual ITSAPT (International Tax Systems and Planning) Conference, sponsored by the International Fiscal Services Group of London, England. Attendance at the conference was global and included individuals from countries in Europe, North and South America, the Middle East and Asia.
Frank W. Streng, who chairs our Surrogate’s Court Litigation group, was a state-wide moderator of a program entitled "Introduction to Estate Planning" for the Trusts & Estates Law Section of the New York State Bar Association. The program was offered in seven locations: Albany [10/30/13], Buffalo [10/29/13], Manhattan [10/30/13], Long Island [10/31/13], Rochester [10/28/13], Syracuse [10/31/13] and Westchester [10/29/13]).
Dolores Gebhardt, who is a member of our Collaborative Law and Matrimonial & Family Law groups, lectured in Mount Kisco on October 17, 2013 for the Family Law Section of the New York State Bar Association on "Marital Agreements & the Introduction to the Child Support Standards Act (CSSA)." See her Seminar Outline.
Six of our lawyers have been selected Super Lawyers in the New York Metropolitan area. Gail M. Boggio has been selected in the fields of Estate & Trust Litigation/Estate Planning & Probate/Elder Law. Howell Bramson has again been selected in the fields of Estate Planning/Tax and Corporate Business. Joseph Brophy has again been selected in the fields of Personal Injury/Medical Malpractice, General, Estate & Trust Litigation. Kathleen Donelli has again been selected in the fields of Family Law/Collaborative Law/Appellate. Dolores Gebhardt has again been selected in the fields of Family Law/Collaborative Law/Appellate. Judge Sondra Miller has again been selected in the fields of Appellate/Family Law. Super Lawyers is a listing of outstanding lawyers from more than 70 practice areas who have been recognized by their colleagues as having the highest degree of peer recognition and professional achievement.
With deep sadness, we report that one of our former partners, Phil Temple, died on August 16, 2013, after a long illness. Phil was a beloved partner of the firm and had co-chaired our Charitable Gift Planning and Exempt Organizations groups. Phil received his undergraduate degree in English from City College of New York in 1954 and an LL.B. from Columbia University in 1957.
Beyond his leadership role at McCarthy Fingar, Phil was one of the leading practitioners and lecturers in the field of gift and estate planning for more than 50 years. Phil devoted 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 was a frequent lecturer on the tax aspects of philanthropy before many charitable organizations and educational organizations, such as the following: Albertson College, American Heart Association, American Institute for Philanthropic Studies, American Institute of Certified Public Accountants (AICPA), American Red Cross (Cincinnati Area Chapter), Arthritis Foundation, Association for Health Care Philanthropy, Association of Development Officers (Westchester Chapter), Association of the Bar of the City of New York, College Miscricordia, Council on Foundations, Estate Planning Council of New York City, Financial Planning Association, Foundation for Accounting Education, Israel Humanitarian Foundation, Jewish Community Board of Akron, Jewish Community Foundation of Southern Arizona, Jewish Federation of Greater Philadelphia, Lorman Educational Services, Metropolitan Jewish Geriatric Foundation, Middlebury College, National Association of Philanthropic Planners, National Conference on Planned Giving, New York Public Charities, New York State Bar Association, New York University, Orchard Foundation (the supporting organization of The Christian and Missionary Alliance), Pace University, Planned Giving Council of New Jersey, Planned Giving Group of Connecticut, Planned Giving Group of Greater New York, Practising Law Institute, St. Luke's Health Foundation, The New York Botanical Garden, UJA Federation of NY, United Jewish Communities, United Jewish Communities, United Way of Westchester and Putnam, Westchester Chapter of the New York State Society of Certified Public Accountants. Westchester County Bar Association and Wisconsin Evangelical Lutheran Synod.
Phil was also a former chair of the Committee on Non-Profit Organizations of The Association of the Bar of the City of New York.
Phil is survived by his three children, Eric, Adam and Pamela, and four grandchildren. Condolences can be sent to Adam and Amy Temple, 629 Kappock Street, Bronx, NY 10463. The family asks that in lieu of flowers, please remember Phil by making a contribution to the UJA Federation of NY.
A memorial service was held on August 23, 2013 at Riverside Memorial Chapel, 180 West 76th St, New York, NY.
Gail M. Boggio, a member of our Surrogate’s Court Litigation group, lectured on “Revocable Trusts – The Will Substitute, Part II – Litigation” for the Westchester County Bar Association (Trusts & Estates Section). The program discussed issues and options in attacking or defending a revocable trust, such as standing, jurisdiction, venue and statutes of limitations. Click at Outline to see seminar outline.
Gail M. Boggio, a member of our Charitable Gift Planning, Taxation and Trusts & Estates groups, lectured on "Planning for the Affluent Client or the Changing Landscape” at the Annual Convention of the Women’s Bar Association for the State of New York in Philadelphia, Pennsylvania. Gail's presentation discussed, among other topics, lifetime giving to reduce the New York estate tax; planning for retirement assets; the continuing value of the bypass trust; and the new portability rules. Click at Outline to see seminar outline.
Frank W. Streng, who chairs our Surrogate’s Court Litigation group, was a state-wide moderator of a program entitled "Contested Accounting Proceedings in Surrogate’s Court" for the Trusts & Estates Law Section of the New York State Bar Association. The program was offered in six locations (Albany [5/14/13], Manhattan [5/30/13], Long Island [5/15/13], Rochester [5/15/13], Syracuse [5/30/13] and Westchester [5/29/13]).
Howell Bramson, who chairs our Taxation practice group, lectured on "US Income Tax and Estate Planning for Non-Citizens" on May 23, 2013 in Tarrytown, New York for UJA Federation of NY’s 23rd Annual Westchester Estate, Tax and Financial Planning Conference. Click at Outline to see seminar outline.
Robert J Kiggins, a member of our Corporate and Taxation groups, lectured on May 15, 2013 in Shelton, Connecticut for Lorman Education on "IRS Form 1099 Reporting: What You Need to Know." Click at Power Point to see presentation.
Kathleen Donelli, who is a member of our Collaborative Law & Matrimonial & Family Law groups, co-chaired the Fifth Annual Luncheon (May 10, 2013) of the YWCA of White Plains & Central Westchester, entitled, "In the Company of Women".
Judge Miller and Abby Rosmarin, lawyers in our Mediation & Arbitration Practice Group, lectured at Pace Law School on April 15, 2013 in White Plains, New York at a CLE program entitled "Essential Family Law/Matrimonial Law: Fundamentals."
Kathleen Donelli, who is a member of our Collaborative Law & Matrimonial & Family Law groups, lectured on April 8, 2013 in White Plains, New York at Pace University School of Law on "Motion Practice in Matrimonial Actions".
On April 6, 2013, Kathleen Donelli (who heads up our Collaborative Law & Matrimonial & Family Law groups) and Deborah Wayne, Adjunct Professors at Pace Law School, presented a 6 hour Intensive Collaborative Law workshop for their students. The students found the workshop to be an exceptional learning experience. One of the students, Jonah Freedman, wrote: "I have participated in numerous simulations throughout my law school career and last Saturday’s collaborative law simulation was by far superior. What made this experience so rewarding was having the opportunity to role play and gain insights alongside all the Collaborative Law essential ‘players’ such as attorneys (including a Judge), mental health professionals and CPAs.” Judge Sondra Miller and Abby Rosmarin, lawyers in our Mediation & Arbitration Practice Group, also participated in the workshop.
Frank W. Streng, who chairs our Surrogate’s Court Litigation group, co-hosted a radio show on April 5th, from 1 - 2 pm, with Shari Gordon, on WVOX AM Radio (1460) (New Rochelle, NY), called "First Friday". Frank participated in an interview of New Rochelle Mayor, Noam Bramson, on among other subjects, Mayor Bramson's candidacy for County Executive for Westchester County.
Peter D. Aufrichtig, who chairs our Intellectual Property group, spoke to the Bulgarian Women’s Club at the Bulgarian Consulate General in Manhattan on March 20, 2013 on the "Patent System in the United States" and the essentials of protecting your inventions and ideas.
Kathleen Donelli, who is a member of our Collaborative Law & Matrimonial & Family Law groups, was part of a panel discussion on March 16, 2013 entitled "Ethics and Professionalism" in White Plains, New York at Pace University School of Law.
Kathleen Donelli, who is a member of our Collaborative Law & Matrimonial & Family Law groups, was part of a live broadcast on March 13, 2013 to satellite viewing sites for judges and court attorneys throughout New York State on "No Fault Divorce and Maintenance Issues." with the Hon. Richard Dollinger, ASCJ. This lunch and learn program will be kept on the NYS Court Intranet website that hosts the New York State Judicial Institute’s continuing legal education programs for judges and court attorneys throughout New York State.
Milena S. Mishev, who leads our trademark practice in our Intellectual Property group, was a judge on February 28, 2013 for the 2013 Cardozo/BMI Moot Court Competition. In 1984, the Benjamin N. Cardozo School of Law first hosted an Entertainment and Communications Law Moot Court Competition. Since these early beginnings, the competition has grown in both involvement and stature, attracting some of the brightest legal minds from law schools across the country and drawing top judges and lawyers to offer their insight to the competitors.
Abby P. Rosmarin, a Mediator in our Mediation & Arbitration Practice Group, was part of a panel presentation at Northern Westchester Hospital on February 27, 2013, entitled “Getting on the Same Page for Improved Discharge Outcomes: Uniting Families to Make Focused Care Decisions for Aging Parents.” The program, sponsored by SeniorBridge, is intended to provide hospital personnel a resource for families as part of a discharge plan.
Abby P. Rosmarin, a Mediator in our Mediation & Arbitration Practice Group, was part of a panel discussion on February 26, 2013 on "The Do's and Don't of Client Intake for Matrimonial & Civil Mediators & Collaborative Attorneys" at the White Plains Library in a program sponsored by the Collaborative Practice & Mediation Committees of the Westchester Women's Bar Association. Kathleen Donelli, who is a member of our Collaborative Law & Matrimonial & Family Law groups, was the moderator of the program.
Dolores Gebhardt, who is a member of our Collaborative Law and Matrimonial & Family Law groups, was a volunteer lawyer/judge at Hofstra Law School on February 16, 2013 for a course entitled, “Modern Divorce Advocacy: Direct and Cross-Examination of Court-Appointed Mental Health Experts.”
Robert M. Redis, a member of our Appellate Practice, Business Litigation and Surrogate’s Court Litigation groups, continues his efforts for the American Bar Association's Section on Litigation, where he an editor of the newsletter, Technology for the Litigator. The most recent issue contains an article by Bob entitled, “Federal and State Guidelines Align on E-Discovery". Bob’s article describes how the Federal and State rules on preservation of Electronically Stored Information (“EIS”) are becoming aligned. Bob’s article also discusses when the duty to preserve EIS arises, how that duty is implemented and the consequences for spoliation of EIS evidence.
We are pleased to announce that Judge Sondra M. Miller, who leads our Mediation & Arbitration Practice Group and Appellate Practice group, received the Kay Crawford Murray Award on January 22, 2013. The award is given by the New York State Bar Association's Committee on Women in the Law to celebrate "an individual who, in the spirit of Ms. Murray, recognizes the value of diversity in the legal profession and has committed to advancing the professional development of women attorneys."
Frank W. Streng, who chairs our Surrogate’s Court Litigation group, was part of a panel discussion on January 14, 2013 at the 2013 Dr. Martin Luther King Jr. Film Festival. The Festival was sponsored by the Larchmont Mamaroneck Human Rights Committee. Frank, who has extensive experience on voting rights issues and has been a moderator on CLE programs on Election Law, spoke about election law issues in Westchester County and in the Hudson Valley Region.