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Exempt Organizations News

  • Demouchet Lectures at St. John's Law School

    November 07, 2015

    Preston C. Demouchet, who is a member of our Trusts & EstatesCharitable Gift PlanningExempt OrganizationsTaxation and Surrogate's Court Litigation groups, lectured at St. John’s University School of Law on "Malpractice Concerns and Ethical Issues Facing Trusts and Estates Attorneys."

  • Boggio Speaks on Estate Planning with Revocable Trusts for WWBA

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerApril 16, 2015

    Gail M. Boggio, who co-chairs our Trusts & Estates and Surrogate’s Court Litigation groups, spoke on April 16, 2015 on "Estate Planning with the Revocable Trust” for the Westchester Women's Bar Association (Trusts & Estates and New Lawyer Committees). 

  • Boggio Elected to Executive Committee of Trusts & Estates Law Section of NYSBA

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerJanuary 28, 2015

    Gail M. Boggio, who co-chairs our Trusts & EstatesTax and Surrogate’s Court Litigation groups, was elected to the Executive Committee of the Trusts & Estates Law Section of the New York State Bar Association. Gail serves as Vice Chair of the Continuation Legal Education Committee.

  • Demouchet Part of Panel Discussion for Young Professionals Seeking Jobs

    October 17, 2014

    Preston C. Demouchet, who is a member of our Trusts & EstatesCharitable Gift PlanningExempt OrganizationsTaxation and Surrogate's Court Litigation groups, was part of a panel discussion on October 17, 2014 for Young Professionals sponsored by the Westchester County Association entitled “Recruit Westchester”. The panel presentation focused on assisting young professionals in their job searches.

  • Demouchet Speaks at Career Night for "WHEELS"

    April 03, 2014

    Preston C. Demouchet, who is a member of our Trusts & EstatesCharitable Gift PlanningExempt OrganizationsTaxation and Surrogate's Court Litigation groups, spoke at Career Night for Washington Heights Expeditionary Learning School (WHEELS). WHEELS is a New York City public school dedicated to serving students from the Washington Heights neighborhood in Manhattan, and was recently featured in President Obama’s State of the Union.

  • Demouchet Joins Firm as Associate Attorney

    January 22, 2014

    We are pleased to announce that Preston C. Demouchet has joined our firm and is a member of our Trusts & EstatesCharitable Gift PlanningExempt OrganizationsTaxation and Surrogate's Court Litigation groups.

  • Newfield is a State-Wide Moderator of NYSBA Program on Exempt Organizations

    December 12, 2013

    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],

    Buffalo [11/6/13], Manhattan [12/12/13] and Syracuse [12/5/13]. Lisa was also the moderator of the Manhattan program.

  • Philip T. Temple, Esq., Former McCarthy Fingar Partner Dies

    August 16, 2013

     

    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.

  • Boggio Lectures on Estate Planning for Affluent Clients

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerJune 08, 2013

    Gail M. Boggio, a member of our Charitable Gift PlanningTaxation 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.

  • Newfield is Moderator of NYSBA CLE Program on Probate and Administration of Estates

    December 10, 2012

    Lisa Newfield, who chairs our Charitable Gift Planning and Exempt Organizations groups and co-chairs our Trusts & Estates group, was the moderator on December 10, 2012 for an all-day program in Manhattan entitled "Probate and Administration of Estates" sponsored by the Trusts & Estates Law Section of the New York State Bar Association. Lisa also spoke on Estate Tax & Fiduciary & Individual Income Tax Issues at the program.

  • Newfield Lectures on Tax Benefits of Charitable Gift Planning

    November 15, 2012

    Lisa Newfield, who chairs our Charitable Gift Planning and Exempt Organizations groups and co-chairs our Trusts & Estates group, spoke at Blythedale Children’s Hospital on November 15, 2012 on "Charitable Gift Planning: How Leaving a Legacy Benefits You, Your Family & Blythedale."

  • Newfield Speaks on Charitable Lead Trusts

    October 17, 2012

    Lisa Newfield, who chairs our Charitable Gift Planning and Exempt Organizations groups and co-chairs our Trusts & Estates group, was part of a panel discussion on Charitable Lead Trusts on October 17, 2012 for the Planned Giving Group of Greater New York in New York City.

  • Newfield Elected to Executive Committee of NYSBA's Trusts & Estates Section

    January 25, 2012

    Lisa 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.

  • Newfield Lectures on Estate Planning for Botanical Gardens

    January 11, 2012

    Lisa 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."

  • Boggio Elected to Executive Commitee of WCBA's Trusts & Estates Section

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerOctober 28, 2011

    Gail M. Boggio, a member of our Charitable Gift Planning, Exempt Organizations, Surrogate’s Court Litigation, Taxation and Trusts & Estates groups, was elected to the Executive Committee of the Trusts & Estates Section of the Westchester County Bar Association on October 28, 2011.

  • Boggio Elected Director of State Women's Bar Association

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerJune 25, 2010

    Gail 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 groups.

  • Newfield Lectures on Charitable Giving for Hudson Valley Estate Planning Council

    October 24, 2009

    Lisa 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.

  • Newfield Lectures for NYSBA On Various Tax Issues

    June 12, 2009

    Lisa 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.

  • Peter Aufrichtig Joins Firm and Heads Up New Intellectual Property Group

    January 01, 2009

    Peter D. Aufrichtig has joined the firm as a partner and is a member of our Business Litigation, Corporate & General Business, Real Estate Transactions, Intellectual Property and Commercial Finance groups.

  • Boggio Lectures for WCBA on Surrogate Court Accountings

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerNovember 13, 2007

    Gail 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.

  • Newfield Lectures for WWBA on Charitable Trusts and Private Foundations

    September 07, 2007

    Lisa 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.

  • Newfield Lectures on Trusts for Charities for NYSBA

    May 16, 2007

    Lisa 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.

  • Boggio Elected President-Elect of the Women's Bar Association of the State of New York

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerMay 01, 2007

    Gail M. Boggio was elected President-Elect of the Women's Bar Association of the State of New York.

  • Boggio Named Partner of Firm

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerJanuary 01, 2007

    Gail M. Boggio has been named a partner of the firm. Gail will continue to practice in the areas of Surrogate’s Court LitigationTrusts and Estates, Charitable Gift Planning, Exempt Organizations and Taxation.

  • Newfield Lectures for NYSBA on Tax Issues

    October 24, 2006

    Lisa 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.

  • Temple Lectures at Middlebury College on Charitable Planned Giving

    July 11, 2006

    Philip 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.

  • Temple Lectures in NYC on Charitable Planned Giving

    June 19, 2006

    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.

  • Temple Lectures on Split-Interest Charitable Trusts in Washington, DC

    June 16, 2006

    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.

  • Temple Lectures for UJA on Charitable Lead Trusts

    May 25, 2006

    Philip 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.

  • Temple Lectures on Charitable Fundraising after 9/11

    September 23, 2005

    Philip 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.

  • Temple Lectures on the Charitable Lead Trust

    September 15, 2005

    Philip 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.

  • Temple Lectures at Planned Giving Conference

    July 12, 2005

    Philip 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.

  • Temple Lectures on Charitable Gift Planning Issues

    June 02, 2005

    Philip 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.

  • Temple Lectures on Advising a Philanthropic Client on Charitable Lead Trusts

    May 26, 2005

    Philip 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”.

  • Temple Lectures on Tax and Legal Strategies for Professional Advisors

    May 24, 2005

    Philip 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.

  • Temple Lectures on Charitable Giving on Tangible Personal Property

    May 04, 2005

    Philip 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.

  • Temple Lectures on Planned Giving for Charitable Organizations

    April 08, 2005

    Philip T. Temple lectured for the Association of Development Officers – Westchester Chapter on April 8, 2005 on "Overcoming Your Organization’s Objections to Planned Giving".

  • Temple Lectures on Using Charitable Gifts in Estate Planning

    March 24, 2005

    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.

  • Temple Lectures on Planned Gifts with Tangible Persona Property

    February 23, 2005

    Philip 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.

  • Temple Lectures on Split Interest Charitable Trusts

    February 10, 2005

    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.

  • Newfield Lectures on Credit Shelter Trusts & Renunciations in Estate Planning

    February 07, 2005

    Lisa 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.

  • Newfield Named Partner of the Firm

    January 01, 2005

    We 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.

  • Temple Selected by Westchester Magazine as one of Westchester's Best Lawyers

    January 01, 2005

    Philip T. Temple was selected by Westchester Magazine as one of Westchester's Best Lawyers.

  • Temple Lectures on Split-Interest Charitable Trusts

    December 08, 2004

    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.

  • Temple Interviewed by New York Times on Year-End Tax Planning

    November 15, 2004

    Philip T. Temple was quoted by the New York Times in an article dealing with year-end tax planning.

  • Temple Lectures onCharitable Gifts of Tangible Personal Property

    October 21, 2004

    Philip T. Temple lectured on October 21, 2004 for the Estate Planning Council of New York City on "Charitable Gifts of Tangible Personal Property".

  • Temple Lectures on Gifts of Tangible Personal Property

    October 11, 2004

    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".

  • Temple Lectures on Increased Endowments through Gifts of Tangible Personal Property

    September 22, 2004

    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".

  • Temple Lectures on Charitable Gift Planning, and What To Look Out For

    September 19, 2004

    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.

  • Temple Lectures on Charitable Gifts of Hard to Sell Assets, Including Collectibles and Real Estate

    September 14, 2004

    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.

  • Temple Lectures at Planned Giving Conference

    July 13, 2004

    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.

     

  • Temple Lectures on Charitable Gifts of Unusual Assets

    May 19, 2004

    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.

  • Temple Lectures on Gifts of Tangible Personal Property

    May 13, 2004

    On May 13, 2004 Philip T. Temple lectured on "Gifts of Tangible Personal Property" in Wallingford, Connecticut for the Planned Giving Group of Connecticut.

  • Temple Lectures on Charitable Giving and Estate Tax Strategy

    May 06, 2004

    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

  • Temple Lectures on Ethical Issues in Planned Giving

    April 22, 2004

    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.

  • Temple Lectures on Charitable Remainder Trusts

    March 17, 2004

    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.

  • Newfield and Temple Lecture on the use of Bonds in Charitable Planned Giving

    November 12, 2003

    On 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.

  • Newfield and Temple Lecture on Charitable Gifts of Unique Assets, Private Foundations and Donor Advised Funds

    November 06, 2003

    On 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.

  • Newfield and Temple Lecture on the use of Bonds in Charitable Planned Giving

    October 20, 2003

    On 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.

  • Temple Lectures on Charitable Gift Planning

    September 18, 2003

    Philip 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.

  • Temple Participates in Charitable Giving Conference at Middlebury College

    July 15, 2003

    On 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.

  • Temple Lectures on Charitable Gift Planning Strategies

    May 22, 2003

    Philip 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.

  • Temple Lectures on Charitable Gifts of Unusual Assets

    May 02, 2003

    On 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.

  • Newfield and Temple Lecture on Gift and Estate Tax Implications of Planned Gifts

    April 16, 2003

    On 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.

  • Temple and Newfield Lecture on Gift and Estate Tax Implications of Planned Gifts

    April 16, 2003

    On April 16, 2003 Philip T. Templeand 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.

  • Temple Lectures on Charitable Remainder Trusts

    March 20, 2003

    On 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.

  • Newfield and Temple Lecture on Developments in Charitable Gift Planning and Tax Laws

    February 19, 2003

    On 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.

  • 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.

  • 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.

     

  • 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

  • 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".

  • 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.

  • 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.

  • 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.

  • 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.

  • 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

  • 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".

  • 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

  • Temple Lectures on The New Tax Laws - - Their Impact on Your Estate

    December 13, 2001

    Philip 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".

  • Temple Lectures on Charitable Giving for the Non-Development Professional

    December 12, 2001

    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.

  • Temple Lectures on Charitable Giving for the Non-Development Professional

    December 06, 2001

    Philip T. Temple lectured on Dec 6th 2001 at the New York Public Charities seminar on Charitable Giving For the Non-Development Professional.

  • Temple Lectures on Family Private Foundations, Supporting Organizations and Donor Advised Funds

    October 25, 2001

    Philip 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".

  • Temple Participates in Conference on Reformation of the Charitable Contribution Deduction

    October 25, 2001

    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.

  • Temple Lectures on Charitable Planning with Qualified Plan Assets

    October 17, 2001

    Philip 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".

  • Temple Lectures on Using Unusual Assets for Planned Gifts

    October 17, 2001

    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".

  • Temple Lectures on the Truth About Planned Giving, a Creative Way to Serve Your Donor’s Needs

    October 10, 2001

    Philip 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".

  • Newfield Lectures on 2001 Act & Its Effect on Charitable Giving In Estate Plans

    September 20, 2001

    Lisa 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".

  • Temple Lectures on Creative Charitable Giving With or Without the Estate Tax

    September 05, 2001

    Philip 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".

  • Temple Lectures on Charitable Gift Planning

    September 05, 2001

    Philip T. Temple lectured on September 5, 2001 for the Practising Law Institute in New York City on "Charitable Gift Planning".

  • Temple Lectures on Forming and Advising Family Foundations

    July 25, 2001

    Philip T. Temple lectured on July 25, 2001 in White Plains, New York for the Foundation for Accounting Education on "Forming and Advising Family Foundations".

  • Temple Lectures on Changing Tax Laws – How Can You Protect Your Estate?

    May 17, 2001

    Philip 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?".

  • Temple Lectures on Charitable Gift Annuities and Commercial Annuities

    May 11, 2001

    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".

  • Temple Lectures on the Use of the Private Family Foundation

    May 11, 2001

    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".

  • Temple Lectures on Gifts of Retirement Assets and Legislative Update and Charitable Planning With Stock Options

    May 01, 2001

    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".

  • Temple Lectures on Creative Uses of Split-Interest Charitable Trusts in Estate and Financial Planning

    April 30, 2001

    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".

  • Temple Lectures on the New Bush Administration: A Review of the Proposed Estate and Gift Tax Law Changes

    April 19, 2001

    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".

  • Temple Authored Article for Trusts & Estates Magazine on Donations of Art

    April 01, 2001

    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"

  • Temple Lectures on Current Developments in Charitable Gift Planning and Planned Giving

    February 08, 2001

    On 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.

  • Temple Lectures on Recent Developments in Charitable Gift Planning and Planned Giving

    February 07, 2001

    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.

  • Temple Lectures on Charitable Gift Strategies

    October 28, 2000

    On 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.

  • Temple Lectures on Creative Uses of a Charitable Split-Interest Trust in Estate Planning

    October 19, 2000

    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.

  • Temple Lectures on Sophisticated Charitable Giving

    October 18, 2000

    On 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.

  • Temple Lectures on Charitable Remainder and Charitable Lead Trusts: Creative Uses in Estate Planning

    September 21, 2000

    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.