| Presenter | Description | Organization | Date |
|---|---|---|---|
 | "Planning for the Affluent Client or the Changing Landscape” | June 08, 2013 | |
 |
Lisa Newfield, Estate Tax & Fiduciary & Individual Income Tax Issues |
Trusts & Estates Law Section of the New York State Bar Association, Manhattan | December 10, 2012 |
| Charitable Gift Planning: How Leaving a Legacy Benefits You, Your Family & Blythedale | November 15, 2012 | |
| Charitable Lead Trusts | Planned Giving Group of Greater New York, New York City | October 17, 2012 |
| Plans to Make Today to Help Your Family Tomorrow | Botanical Gardens, Bronx, New York | January 11, 2012 |
| Trusts & Estates Law Section of New York State Bar Association, Manhattan | October 24, 2011 | |
| "Estate Tax Changes in 2010 and How Planning may be Affected" | New York City, 1852 Society at Mount Sinai Hospital | May 18, 2010 |
| "Charitable Planning in the Current Market" | New York City, St. George's Society of New York | March 31, 2010 |
| Charitable Planning | Hudson Valley Estate Planning Council, SUNY New Paltz | October 24, 2009 |
| “Using Charitable Trusts and Private Foundations in Estate Planning" For lecture materials, click on Seminar Outline. | White Plains, New York, Westchester Women's Bar Association | September 24, 2007 |
| "Trusts for Charities", as part of an all-day program entitled "Trust Your Planning: A Comprehensive Review of Trust Planning and Drafting Techniques" | Tarrytown, New York, Trusts & Estates Law Section of the New York State Bar Association | May 16, 2007 |
 | Various Planned Giving Topics | 11th Annual Summer Conference on Planned Giving for Middlebury College in Middlebury, Vermont. | July 11, 2006 |
| "Planned Giving Update" | Committee on Non-Profit Organizations of the Association of the Bar of the City of New York, New York City | June 19, 2006 |
| "Creative Uses of Split-Interest Charitable Trusts in Estate and Financial Planning" For lecture materials, click on Seminar Outline. | Not For Profit Industry Conference of the American Institute of Certified Public Accountants (AICPA) | June 16, 2006 |
| “Sophisticated Planning With Charitable Lead Trusts: A Potent Estate Planning Tool” | UJA Federation of NY’s 16th Annual Westchester Estate, Tax and Financial Planning Conference | May 25, 2006 |
| "Charitable Fund Raising and Solicitations in the Post 9/11 World" For lecture materials, click on Seminar Outline. | Committee on Non-Profit Organizations of the Association of the Bar of the City of New York, New York City | September 23, 2005 |
| "The Charitable Lead Trust" For lecture materials, click on Seminar Outline. | UJA Federation of NY’s 36th Annual New York Estate, Tax and Financial Planning Conference, New York City | September 15, 2005 |
| Various Planned Giving Topics | 11th Annual Summer Conference on Planned Giving for Middlebury College, Middlebury, Vermont. | July 12, 2005 |
| "Creative Charitable Planned Giving Techniques" | Jewish Community Board of Akron, Akron, Ohio | June 02, 2005 |
| "Advising Your Philanthropic Client: The Charitable Lead Trust” | UJA Federation of NY’s 15th Annual Westchester Estate, Tax and Financial Planning Conference, White Plains, New York | May 26, 2005 |
| "Creative Charitable Planned Giving Techniques" | May 24, 2005 | |
| "Demystifying Gifts of Tangible Personal Property" | Planned Giving Group of Greater New York, New York City | May 04, 2005 |
| "Overcoming Your Organization’s Objections to Planned Giving" | Association of Development Officers – Westchester Chapter | April 08, 2005 |
| "Doing Well by Doing Good (Using Charitable Gifts in your Estate Planning)" | The New York Botanical Garden, Bronx, New York | March 24, 2005 |
| "Demystifying Gifts of Tangible Personal Property" | Virtual Learning Center, for the Financial Planning Association | February 23, 2005 |
| "Creative Uses of Split Interest Charitable Trusts in Estate and Financial Planning (At Least for Right Now)" For lecture materials, click on Seminar Outline. | The Bank of New York, White Plains, New York | February 10, 2005 |
| "Increased Endowment and Enhanced Quality of Care: Making the Case for Gifts of Tangible Personal Property" | September 22, 2004 | |
| "Charitable Gift Planning - What To Look Out For" | American Heart Association, White Plains, New York | September 19, 2004 |
| "Sophisticated Philanthropy, Charitable Gifts of Hard to Sell Assets Including Collectibles and Real Estate" | UJA Federation of NY’s 35th Annual New York Estate, Tax and Financial Planning Conference | September 14, 2004 |
| Various Planned Giving Topics | 10th Annual Summer Conference on Planned Giving for Middlebury College, Middlebury, Vermont | July 13, 2004 |
| "Charitable Gifts of Unusual Assets” | UJA Federation of NY’s 14th Annual Westchester Estate, Tax and Financial Planning Conference | May 19, 2004 |
| "Gifts of Tangible Personal Property" | Planned Giving Group of Connecticut, Wallingford, Connecticut | May 13, 2004 |
| "Charitable Giving and Estate Tax Strategy" | St. Luke's Health Foundation and Albertson College, Boise, Idaho | May 06, 2004 |
| "Ethical Issues in Planned Giving" | Planned Giving Council of New Jersey's Ninth Annual Gift Planning Conference | April 22, 2004 |
| "Charitable Remainder Trusts" | American Institute for Philanthropic Studies, Long Beach, California | March 17, 2004 |
| "Planned Giving 007: Bonds – Just Bonds" For lecture materials, click on Seminar Outline. | Planned Giving Group of Greater New York, New York City | November 12, 2003 |
| "Charitable Gifts of Unique Assets; Private Foundations, Supporting Organizations and Donor Advised Funds". Program 1. For lecture materials, click on Seminar Outline. | Jewish Community Foundation of Southern Arizona, in Tucson, Arizona. | November 06, 2003 |
| "Charitable Gifts of Unique Assets; Private Foundations, Supporting Organizations and Donor Advised Funds" - Program 2. For lecture materials, click on Seminar Outline. | Jewish Community Foundation of Southern Arizona, Tucson, Arizona. | November 06, 2003 |
| "Planned Giving 007: Bonds – Just Bonds" | National Conference on Planned Giving, Cincinnati, Ohio. | October 20, 2003 |
| "Charitable Gift Planning" | Practising Law Institute, 34th Annual Estate Planning Institute, New York City | September 18, 2003 |
| Conference on planned giving matters for Middlebury College and its peer group of schools. | Middlebury College, Middlebury, Vermont | July 15, 2003 |
| "Charitable Gift Planning Strategies" | UJA-Federation of NY's 13th Annual Westchester Estate, Tax and Financial Planning Conference, White Plains, New York | May 22, 2003 |
| "Charitable Gifts of Unusual Assets" | National Association of Philanthropic Planners, Rosemont, Illinois | May 02, 2003 |
| “The Gift and Estate Tax Implications of Planned Gifts” For lecture materials, click on Seminar Outline. | Planned Giving Group of Greater New York, New York City | April 16, 2003 |
| Two day class to development and planned giving officers on "Charitable Remainder Trusts" | American Institute for Philanthropic Studies, Long Beach, California | March 20, 2003 |
| Presentation On Numerous Topics, Including Recent Developments In Charitable Gift Planning And An Update On Tax Laws For lecture materials, click on Seminar Outline. | Orchard Foundation (the supporting organization of The Christian and Missionary Alliance), Orlando, Florida | February 19, 2003 |
| “The Creative Use of Charitable Gifts in Estate and Financial Planning” For lecture materials, click on Seminar Outline. | United Way of Westchester and Putnam and The Bank Of New York | November 14, 2002 |
| Gift and Estate Tax Implications of Planned Gifts | 15th National Conference on Planned Giving, Nashville, Tennessee | October 04, 2002 |
| Various Planned Giving Topics | 15th National Conference on Planned Giving, Memphis, Tennessee | October 02, 2002 |
| Charitable Gift Planning with Split-Interest Charitable Trusts | Practising Law Institute, New York City – 33rd Annual Estate Planning Institute | September 23, 2002 |
| Family Private Foundations and Their Alternatives | UJA-Federation of NY's 33rd Annual New York Estate, Tax and Financial Planning Conference | September 18, 2002 |
| Charitable Gifts Of Unusual Assets For lecture materials, click on Seminar Outline. | Northern California Planned Giving Council and others 10th Annual Planned Giving Conference, San Francisco, California | June 20, 2002 |
| June 20, 2002 | ||
| CLE Program on Trust Planning and Taxation, Presentation on Trusts for Charities | New York State Bar Association, New York City | June 04, 2002 |
| "Trusts for Charity" For lecture materials, click on Seminar Outline. | Trusts and Estates Law Section of the New York State Bar Association, Tarrytown, New York | May 31, 2002 |
| A Smorgasbord of Charitable Planned Giving Strategies For lecture materials, click on Seminar Outline. | UJA-Federation of NY12th Annual Westchester Estate, Tax and Financial Planning Conference, White Plains, New York | May 23, 2002 |
| "Funding Charitable Remainder Trusts with Real Estate" | Tax Section of Westchester County Bar Association, White Plains, New York | May 07, 2002 |
| Planning for Retirement, Elder Law and Charitable Giving Under the Changes in Tax Act 2001 | UJA-Federation of NY, New York City | May 02, 2002 |
| Two Day Class to Development and Planned Giving Officers on Charitable Remainder Trusts | American Institute for Philanthropic Studies, Long Beach, California | March 14, 2002 |
| Creative Charitable Planned Giving Techniques | The Bank of New York and United Way of Westchester and Putnam, Inc., White Plains, New York | March 07, 2002 |
| The New Tax Laws -Their Impact on Your Estate | Israel Humanitarian Foundation, New York City | December 13, 2001 |
| When the Simple Isn't Enough: Stategic Uses of Charitable Gift Planning in a New Tax Environment | UJA-Federation of NY, New York City | November 12, 2001 |
| Family Private Foundations, Supporting Organizations and Donor Advised Funds | New York University, 60th Institute on Federal Taxation - - Personal & Family, New York City | October 25, 2001 |
| Planned Gifts of Unusual Assets | Planned Giving Group of Greater New York, New York City | October 17, 2001 |
| Charitable Planning With Qualified Planned Assets | UJA-Federation of NY – Professional Study Group | October 17, 2001 |
| The Truth About Planned Giving, A Creative Way to Serve Your Donor's Needs | Westchester Association of Development Officers, White Plains, New York | October 10, 2001 |
| "The 2001 Act and Its Effect On Charitable Giving In Estate Plans" | September 20, 2001 | |
| Charitable Gift Planning | Practising Law Institute, New York City | September 10, 2001 |
| Creative Charitable Giving With or Without the Estate Tax | Jewish Federation of Greater Philadelphia, Philadelphia, Pennsylvania | September 05, 2001 |
| Forming and Advising Family Foundations | Foundation for Accounting Education of the New York State Society of Certified Public Accountants, 2001 Estate Planning Conference | July 25, 2001 |
| Changing Tax Laws – How Can You Protect Your Estate? | Israel Humanitarian Foundation, New York City | May 17, 2001 |
| Use of the Private Family Foundation | Westchester Chapter, New York State Society of Certified Public Accountants, White Plains, NY | May 11, 2001 |
| Charitable Gift Annuities or Commercial Annuities - That Is The Question | UJA-Federation of NY, New York City | May 09, 2001 |
| Gifts of Retirement Assets and Legislative Update and Charitable Planning With Stock Options | United Jewish Communities, Endowment Directors Institute, Memphis, TN – two sessions | May 01, 2001 |
| Creative Uses of Split-Interest Charitable Trusts in Estate and Financial Planning | College Misericordia, Dallas, PA | April 30, 2001 |
| The New Bush Administration: A Review of the Proposed Estate and Gift Tax Law Changes | Metropolitan Jewish Geriatric Foundation, NYC | April 19, 2001 |
| Creative Estate Planning in a Sea of Change | Arthritis Foundation, Honolulu and other venues – Three Donor Programs on Creative Giving Strategies | March 26, 2001 |
| What's Happening To (and in) Charity? | Planned Giving Group of Connecticut, Wallingford, Connecticut | March 08, 2001 |
| New Developments and Opportunities in Charitable Giving | Practising Law Institute – New York City - Valuation, Taxation and Planning Techniques for Sophisticated Estates | February 22, 2001 |
| A Potpouri of Planned Giving Matters | Orchard Foundation – Orlando, Florida - Stewardship Conference | February 08, 2001 |
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