January 25, 2012Lisa Newfield, who chairs our Charitable Gift Planning and Exempt Organizations groups and co-chairs our Trusts & Estates group, was elected to the Executive Committee of the Trusts & Estates Law Section of the New York State Bar Association and is a Vice Chair of the section's Charitable Organizations committee.
January 11, 2012Lisa Newfield, who chairs our Charitable Gift Planning and Exempt Organizations groups and co-chairs our Trusts & Estates group, lectured on Estate Planning on January 11, 2012 for the Botanical Gardens in a program entitled, "Plans to Make Today to Help Your Family Tomorrow."
October 27, 2011Lisa Newfield lectured on October 27, 2011 in Mt. Kisco, New York on Charitable Planning for the Trusts & Estates Law Section of the New York State Bar Association, as part of an all-day program entitled "Introduction to Estate Planning."
October 24, 2011Lisa Newfield was the moderator on October 24, 2011 for an all-day program in Manhattan entitled "Introduction to Estate Planning", sponsored by the Trusts & Estates Law Section of the New York State Bar Association. Lisa also lectured on Charitable Gift Planning at this program.
June 25, 2010Gail M. Boggio was elected as a Director of the Women's Bar Association of the State of New York. Gail is a member of our Charitable Gift Planning, Exempt Organizations, Surrogate’s Court Litigation, Taxation and Trusts & Estates.
October 24, 2009Lisa Newfield lectured on October 24, 2009 at SUNY New Paltz for the Hudson Valley Estate Planning Council on Charitable Planning as part of the Council's Estate Planning Day. See Lisa's You Tube Interview on this program.
June 12, 2009Lisa Newfield lectured on June 12, 2009 in White Plains, New York on "Taxes in a Nutshell" for the Trusts and Estates Law Section of the New York State Bar Association, as part of an all-day program entitled "Everything You Wanted to Know About Estate Planning for the Middle Class Client (But Were Afraid To Ask)". Click at program for additional information.
May 01, 2008Gail M. Boggio was elected President of the Women's Bar Association of the State of New York.
November 13, 2007Gail M. Boggio lectured in White Plains, New York on November 13, 2007 for the Westchester County Bar Association (Trusts & Estates Section) on "Everything you Wanted to Know About Preparing Surrogate Court Accountings (but was afraid to ask)". For lecture materials, click on Seminar Outline.
September 07, 2007Lisa Newfield lectured on September 24, 2007 for the Westchester Women's Bar Association in White Plains, New York on “Using Charitable Trusts and Private Foundations in Estate Planning." For lecture materials, click on Seminar Outline.
May 16, 2007Lisa Newfield lectured on "Trusts for Charities" as part of an all-day program in Tarrytown, New York on May 16, 2007 entitled "Trust Your Planning: A Comprehensive Review of Trust Planning and Drafting Techniques" for the Trusts and Estates Law Section of the New York State Bar Association.
May 01, 2007Gail M. Boggio was elected President-Elect of the Women's Bar Association of the State of New York.
January 01, 2007Gail M. Boggio has been named a partner of the firm. Gail will continue to practice in the areas of Surrogate’s Court Litigation, Trusts and Estates, Charitable Gift Planning, Exempt Organizations and Taxation.
October 24, 2006Lisa Newfield lectured on administration of estates, with an emphasis on tax issues, as part of an all-day program in Tarrytown, New York on October 24, 2006 entitled "Probate and Administration of Estates" for the Trusts and Estates Law Section of the New York State Bar Association.
July 11, 2006Philip T. Temple participated on July 11th through July 13th, 2006 in the 12th Annual Summer Conference on Planned Giving for Middlebury College in Middlebury, Vermont.
Philip T. Temple presented a "Planned Giving Update" on June 19, 2006 in New York City for the Committee on Non-Profit Organizations of the Association of the Bar of the City of New York.
Philip T. Temple lectured on June 16, 2006 in Washington, D.C. on "Creative Uses of Split-Interest Charitable Trusts in Estate and Financial Planning" at the Not For Profit Industry Conference of the American Institute of Certified Public Accountants (AICPA). For lecture materials, click on Seminar Outline.
May 25, 2006Philip T. Temple lectured on May 25, 2006 in White Plains, New York for UJA Federation of NY’s 16th Annual Westchester Estate, Tax and Financial Planning Conference on “Sophisticated Planning With Charitable Lead Trusts: A Potent Estate Planning Tool.” For lecture materials, click on Seminar Outline.
September 23, 2005Philip T. Temple lectured on September 23, 2005 in New York City for the Committee on Non-Profit Organizations of the Association of the Bar of the City of New York on "Charitable Fund Raising and Solicitations in the Post 9/11 World". For lecture materials, click on Seminar Outline.
September 15, 2005Philip T. Temple lectured on September 15, 2005 in New York City for UJA Federation of NY’s 36th Annual New York Estate, Tax and Financial Planning Conference on "The Charitable Lead Trust". For lecture materials, click on Seminar Outline.
July 12, 2005Philip T. Temple participated on July 12th through July 14th, 2005 in the 11th Annual Summer Conference on Planned Giving for Middlebury College in Middlebury, Vermont.
June 02, 2005Philip T. Temple lectured in Akron, Ohio on June 2, 2005 for the Jewish Community Board of Akron on Charitable Gift Planning issues. For lecture materials, click on Seminar Outline.
May 26, 2005Philip T. Temple lectured in White Plains, New York on May 26, 2005 for UJA Federation of NY’s 15th Annual Westchester Estate, Tax and Financial Planning Conference on "Advising Your Philanthropic Client: The Charitable Lead Trust”.
May 24, 2005Philip T. Temple lectured for the American Red Cross, Cincinnati Area Chapter on May 24, 2005 on "Charitable Tax and Legal Strategies for Professional Advisors". For lecture materials, click on Seminar Outline.
May 04, 2005Philip T. Temple lectured on May 4, 2005 on "Demystifying Gifts of Tangible Personal Property" at the Planned Giving Group of Greater New York in New York City.
April 08, 2005Philip T. Temple lectured for the Association of Development Officers – Westchester Chapter on April 8, 2005 on "Overcoming Your Organization’s Objections to Planned Giving".
Philip T. Temple lectured for The New York Botanical Garden in Bronx, New York on March 24, 2005 on "Doing Well by Doing Good (Using Charitable Gifts in your Estate Planning)". For lecture materials, click on Seminar Outline.
February 23, 2005Philip T. Temple lectured on "Demystifying Gifts of Tangible Personal Property" as part of a Virtual Learning Center on February 23, 2005 for the Financial Planning Association.
Philip T. Temple lectured at The Bank of New York in White Plains, New York on February 10, 2005 on "Creative Uses of Split Interest Charitable Trusts in Estate and Financial Planning (At Least for Right Now)". For lecture materials, click on Seminar Outline.
February 07, 2005Lisa Newfield lectured in White Plains, New York on February 7, 2005 for the Westchester County Bar Association (Trusts & Estates Section) on "Estate Planning for the Small to Mid-Size Estate: To Credit Shelter or Not to Credit Shelter: Renunciation". For lecture materials, click on Seminar Outline.
January 01, 2005We are pleased to announce that Lisa Newfield has been named a partner of the firm. Lisa will continue to practice in the areas of Trusts and Estates, Charitable Gift Planning, Exempt Organizations and Taxation.
January 01, 2005Philip T. Temple was selected by Westchester Magazine as one of Westchester's Best Lawyers.
December 08, 2004Philip 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.
November 15, 2004Philip T. Temple was quoted by the New York Times in an article dealing with year-end tax planning.
October 21, 2004Philip T. Temple lectured on October 21, 2004 for the Estate Planning Council of New York City on "Charitable Gifts of Tangible Personal Property".
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".
September 22, 2004Philip 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.
July 13, 2004Philip 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.
May 19, 2004Philip 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
April 22, 2004On 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.
March 17, 2004On 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.
November 12, 2003On November 12, 2003, Lisa Newfield and Philip T. Temple lectured on "Planned Giving 007: Bonds – Just Bonds" at the Planned Giving Group of Greater New York in New York City. For lecture materials, click on Seminar Outline.
November 06, 2003On November 6, 2003, Lisa Newfield and Philip T. Temple did two separate lectures on "Charitable Gifts of Unique Assets; Private Foundations, Supporting Organizations and Donor Advised Funds" for the Jewish Community Foundation of Southern Arizona, in Tucson, Arizona. For lecture materials, click on Seminar Outline 1 and Seminar Outline 2.
October 20, 2003On October 20, 2003, Lisa Newfield and Philip T. Temple lectured on "Planned Giving 007: Bonds – Just Bonds" at the National Conference on Planned Giving, in Cincinnati, Ohio. For lecture materials, click on Seminar Outline.
September 18, 2003Philip T. Temple lectured on September 18, 2003 in New York City for the Practising Law Institute at its 34th Annual Estate Planning Institute on "Charitable Gift Planning". For lecture materials, click on Seminar Outline.
July 15, 2003On July 15th through July 17, 2003, Philip T. Temple participated in a two and one-half day conference in Middlebury, Vermont on planned giving matters for Middlebury College and its peer group of schools.
May 22, 2003Philip T. Temple lectured on May 22, 2003 in White Plains, New York for UJA Federation of NY’s 13th Annual Westchester Estate, Tax and Financial Planning Conference on "Charitable Gift Planning Strategies". For lecture materials, click on Seminar Outline.
May 02, 2003On May 2, 2003 Philip T. Temple lectured on "Charitable Gifts of Unusual Assets" in Rosemont, Illinois for the National Association of Philanthropic Planners. For lecture materials, click on Seminar Outline.
April 16, 2003On April 16, 2003 Lisa Newfield and Philip T. Temple lectured in New York City at the Planned Giving Group of Greater New York on "The Gift and Estate Tax Implications of Planned Gifts." For lecture materials, click on Seminar Outline.
On April 16, 2003 Philip T. Temple and Lisa Newfield lectured in New York City at the Planned Giving Group of Greater New York on "The Gift and Estate Tax Implications of Planned Gifts." For lecture materials, click on Seminar Outline.
March 20, 2003On March 20th and March 21, 2003 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.
February 19, 2003On February 19, 2003, Lisa Newfield and Philip T. Temple gave a half day’s presentation for the Orchard Foundation (the supporting organization of The Christian and Missionary Alliance) in Orlando, Florida. They talked about numerous topics, including recent developments in charitable gift planning and an update on tax laws. For lecture materials, click on Seminar Outline.
November 14, 2002Philip 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.
October 05, 2002Lisa 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.
October 05, 2002Philip 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.
September 23, 2002Philip 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
September 18, 2002Philip 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".
July 10, 2002Lisa 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.
June 01, 2002Lisa Newfield was elected to the Board of the American Cancer Society’s Planned Giving Advisory Council.
May 31, 2002Philip 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.
May 23, 2002Philip 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.
May 07, 2002Philip 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
May 02, 2002Philip 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".
March 14, 2002Philip T. Temple lectured on March 14 and 15, 2002 in Long Beach, California for the American Institute for Philanthropic Studies, on "Charitable Remainder Trusts".
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".
March 01, 2002Gail M. Boggio was elected Secretary of the Eastchester Bar Association.
Gail M. Boggio was appointed co-chair of the New Lawyers Group of the Westchester Women's Bar Association.
December 13, 2001Philip T. Temple lectured on Dec 13, 2001 for the Israel Humanitarian Foundation in New York City on "The New Tax Laws - - Their Impact on Your Estate".
Philip T. Temple lectured on Dec 12, 2001 for Lorman Educational Services in Garden City, New York on "Charitable Giving for the Non-Development Professional", as part of a program on New York Public Charities.
Philip T. Temple lectured on Dec 6th 2001 at the New York Public Charities seminar on Charitable Giving For the Non-Development Professional.
October 25, 2001Philip T. Temple lectured on October 25, 2001 for New York University’s 60th Institute on Federal Taxation in New York City on "Family Private Foundations, Supporting Organizations and Donor Advised Funds".
Philip T. Temple participated on October 25 and 26, 2001 in New York City in a conference on Reformation of the Charitable Contribution Deduction sponsored by the National Center for Philanthropy and the Law of the New York University School of Law.
October 17, 2001Philip T. Temple lectured on October 17, 2001 for the UJA-Federation of NY’s Professional Study Group in New York City on "Charitable Planning With Qualified Plan Assets".
Philip T. Temple lectured on October 17, 2001 in New York City at the Planned Giving Group of Greater New York on "Using Unusual Assets for Planned Gifts".
October 10, 2001Philip T. Temple lectured on October 10, 2001 for the Westchester Association of Development Officers in White Plains, New York on "The Truth About Planned Giving, A Creative Way to Serve Your Donor’s Needs".
September 20, 2001Lisa Newfield lectured on September 20, 2001 for the Westchester Women's Bar Association on "The 2001 Act and Its Effect On Charitable Giving In Estate Plans".
September 05, 2001Philip T. Temple lectured on September 5, 2001 for the Jewish Federation of Greater Philadelphia in Philadelphia, Pennsylvania on "Creative Charitable Giving With or Without the Estate Tax".
Philip T. Temple lectured on September 5, 2001 for the Practising Law Institute in New York City on "Charitable Gift Planning".
July 25, 2001Philip T. Temple lectured on July 25, 2001 in White Plains, New York for the Foundation for Accounting Education on "Forming and Advising Family Foundations".
May 17, 2001Philip T. Temple lectured on May 17, 2001 for the Israel Humanitarian Foundation in New York City on "Changing Tax Laws – How Can You Protect Your Estate?".
Philip T. Temple lectured on May 11, 2001 for the UJA-Federation of NY in New York City on "Charitable Gift Annuities or Commercial Annuities - - That Is The Question".
Philip T. Temple lectured on May 11, 2001 for the Westchester Chapter of the New York State Society of Certified Public Accountants in White Plains, New York on "Use of the Private Family Foundation".
Philip T. Temple lectured on May 1, 2001 for the United Jewish Communities, Endowment Directors Institute in Memphis, Tennessee on "Gifts of Retirement Assets and Legislative Update and Charitable Planning With Stock Options".
Philip T. Temple lectured on April 30, 2001 for the College Miscricordia in Dallas, Pennsylvania on "Creative Uses of Split-Interest Charitable Trusts in Estate and Financial Planning".
Philip T. Temple lectured on April 19, 2001 for the Metropolitan Jewish Geriatric Foundation in New York City on "The New Bush Administration: A Review of the Proposed Estate and Gift Tax Law Changes".
Philip T. Temple authored an article in the April, 2001 issue of Trusts & Estates magazine (www.trustsandestates.com), "Donations Of Art: They Are Not Just Appropriate For Museums"
February 08, 2001On February 8, 2001, Philip T. Temple gave a full day’s presentation on current developments in charitable gift planning and planned giving to the Orchard Foundation (the supporting organization of The Christian and Missionary Alliance) in Orlando, Florida.
on February 7, 2001, Philip T. Temple gave a full day’s presentation on recent developments in charitable gift planning and planned giving to the National Planned Giving Department of the Arthritis Foundation in Atlanta, Georgia.
October 28, 2000On October 28, 2000, Philip T. Temple gave a full day’s presentation on “Charitable Gift Strategies” at the Wisconsin Evangelical Lutheran Synod Conference for its planned giving and development representatives in Milwaukee, Wisconsin.
On October 19th and 20th, 2000, Philip T. Temple gave a presentation on “The Creative Uses of a Charitable Split-Interest Trust in Estate Planning” at programs in Tucson and Phoenix sponsored by the Arthritis Foundation as continuing professional education programs.
October 18, 2000On October 18, 2000, Philip T. Temple gave a presentation on “Sophisticated Charitable Giving” at the 31st Annual New York Estate, Tax and Financial Planning Conference, UJA- Federation of New York in New York City.
On September 21, 2000, Philip T. Temple gave a presentation on “Charitable Remainder and Charitable Lead Trusts: Creative Uses in Estate Planning” at the Annual Estate Planning Institute of the Practising Law Institute in New York City.
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