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Speaking Engagements on Exempt Organizations

PresenterDescriptionOrganizationDate
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

Estate & Gift Tax Planning

Salvation Army

May 28, 2014
Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates Lawyer

Gail M. Boggio

"Planning for the Affluent Client or the Changing Landscape”. Click at Outline to see seminar outline.

Women’s Bar Association for the State of New York

June 08, 2013
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

Lisa Newfield, Estate Tax & Fiduciary & Individual Income Tax Issues

Trusts & Estates Law Section of the New York State Bar Association, Manhattan

December 10, 2012
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

Charitable Gift Planning: How Leaving a Legacy Benefits You, Your Family & Blythedale

Blythedale Children’s Hospital 

November 15, 2012
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

Charitable Lead Trusts

Planned Giving Group of Greater New York, New York City

October 17, 2012
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

Plans to Make Today to Help Your Family Tomorrow

Botanical Gardens, Bronx, New York

January 11, 2012
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

"Estate Tax Changes in 2010 and How Planning may be Affected"

New York City, 1852 Society at Mount Sinai Hospital

May 18, 2010
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

"Charitable Planning in the Current Market"

New York City, St. George's Society of New York

March 31, 2010
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

Charitable Planning

Hudson Valley Estate Planning Council, SUNY New Paltz

October 24, 2009
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

“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
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

"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"

American Red Cross, Cincinnati Area Chapter

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"

Association for Health Care Philanthropy

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
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

"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
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

"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
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

"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
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

"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
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

“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
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

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
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

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
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

"The 2001 Act and Its Effect On Charitable Giving In Estate Plans"

Westchester Women's Bar Association

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