June 20, 2013Gail M. Boggio, a member of our Surrogate’s Court Litigation group, will lecture on “Revocable Trusts – The Will Substitute, Part II – Litigation” for the Westchester County Bar Association. The program will discuss issues and options in attacking or defending a revocable trust, such as standing, jurisdiction, venue and statutes of limitations.
June 08, 2013Gail M. Boggio, a member of our Charitable Gift Planning, Taxation and Trusts & Estates groups, will lecture 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 will discuss, 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.
May 30, 2013Frank W. Streng, who chairs our Surrogate’s Court Litigation group, will be 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 will be 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]).
April 05, 2013Frank 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.
December 11, 2012Frank W. Streng, who chairs our Surrogate’s Court Litigation group, was a state-wide moderator of a program entitled "Probate and Administration of Estates" for the Trusts & Estates Law Section of the New York State Bar Association. The program was offered in seven locations (Albany [12/3/12], Buffalo [12/11/12], Manhattan [12/10/12], Long Island [12/4/12], Rochester [12/5/12], Syracuse [12/10/12] and Westchester [12/10/12]).
December 10, 2012Lisa 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.
December 10, 2012Katherine Sohr Jedlicka, who is a member of our Trusts & Estates and Surrogate’s Court Litigation groups, lectured on December 10, 2012 on “Preparing for Estate Administration” 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.
November 15, 2012Lisa 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."
November 02, 2012Frank W. Streng, who chairs our Surrogate’s Court Litigation group, continues to be in the news on his Nissan Leaf electric car. Previously, Frank was interviewed by News 12 Westchester as the first owner of the Nissan Leaf in Westchester. This time, Frank was interviewed by the New York Times on how he faired with his Leaf during Sandy, when he had no power at his home to charge his car. As the Time reports: “With no power (or generator) at home, Mr. Streng has been using a public charger at the White Plains train station, a couple of blocks from his office. 'I’m now using that as a primary energy source,' Mr. Streng said. 'It’s my third day in a row doing it. It’s worked out fine.'”
October 17, 2012Lisa 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.
October 01, 2012Five of our lawyers have been selected Super Lawyers in the New York Metropolitan area. Howell Bramson has 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 been selected in the fields of Family Law/Collaborative Law/Appellate. Judge Sondra Miller has been selected in the fields of Appellate/Family Law. Joe Brophy has also been selected as one of Westchester's top 25 lawyers. 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.
September 07, 2012Frank W. Streng, who chairs our Surrogate’s Court Litigation group, co-hosted a radio show on September 7th, from 1 - 2 pm, with Shari Gordon, on WVOX AM Radio (1460) (New Rochelle, NY), called "First Friday". The topic of the program was the 2012 Presidential Election.
June 18, 2012Frank W. Streng, who chairs our Surrogate’s Court Litigation group, was the moderator of a CLE program in White Plains, New York on June 18, 2012 for the Westchester County Bar Association (Trusts & Estates Section), entitled, "Power of Attorney: Practice and Litigation in Guardianship Court". In addition to participating in a panel discussion on litigation issues and strategies, Frank conducted a mock interview of a client with legal exposure on actions taken as an agent under power of attorney forms.
June 12, 2012Frank W. Streng, who heads our Surrogate's Court Litigation group, was the chair and moderator of a program entitled "Power of Attorney: Practice and Litigation under the New Law" for the Trusts & Estates Law Section of the New York State Bar Association. The program, which was offered as a "web cast", took place in Manhattan on June 12, 2012.
May 23, 2012Lisa Newfield, who co-chairs our Trusts & Estates group, lectured in Manhattan on May 23, 2012 on Living Wills and Power of Attorney forms for Karpas Health-Beth Israel.
April 20, 2012Lisa Newfield, who chairs our Charitable Gift Planning and Exempt Organizations groups and co-chairs our Trusts & Estates group, lectured in San Francisco on Elder Law on April 20, 2012 for the American Council on Gift Annuities. See Update on Elder Law for Lisa's written presentation.
March 14, 2012Frank W. Streng, who heads our Surrogate's Court Litigation group, continues to enjoy his "celebrity" status in purchasing the first pure electric car in Westchester County. Frank was interviewed by the Sierra Club.
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 25, 2012Frank W. Streng, who chairs our Surrogate’s Court Litigation group and co-chairs our Trusts & Estates group, was reelected to the Executive Committee of the Trusts & Estates Law Section of the New York State Bar Association and Chairs the section's Continuing Legal Education 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 28, 2011Gail 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.
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.
October 24, 2011Frank W. Streng is 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 is offered in seven locations (Albany [10/24/11], Buffalo [10/26/11], Manhattan [10/24/11], Long Island [10/25/11], Rochester [10/25/11], Syracuse [10/24/11] and Westchester [10/27/11]).
September 21, 2011Frank W. Streng and Gail M. Boggio, both members of our Surrogate’s Court Litigation group, lectured in White Plains, New York on September 21, 2011 for the Westchester County Bar Association (Trusts & Estates Section) on "Everything you Wanted to Know about Property Turnover Proceedings in the Surrogate's Court." Frank was also the moderator for the program and the mock examination at the program. Click at examination to see Frank's presentation and his "topical" examination, used for the mock examination. Click at nuts & bolts to see Gail's outline for her presentation.
July 19, 2011Frank W. Streng lectured in Manhattan on July 19, 2011 on "Ethics for Trusts and Estates Lawyers" for the Continuing Legal Education Section of the New York State Bar Association, as part of a program entitled, "Bridging the Gap 2 - Making a Smooth Transition." Click at download to see Frank's seminar outline.
June 15, 2011Gail M. Boggio, Kathleen Donelli and Dolores Gebhardt were elected and then sworn in as directors of the Women's Bar Association of the State of New York.
June 02, 2011Frank W. Streng was on the Program Planning Commitee of a program entitled "Estate Litigation" for the Trusts and Estates Law Section of the New York State Bar Association. The program was offered in seven locations (Albany [6/2/11], Buffalo [6/1/11], Manhattan [6/9/11], Melville [5/17/11], Rochester [5/24/11], Syracuse [5/19/11] and Tarrytown [6/3/11]. Frank lectured in Albany on "Property Turnover Proceedings in the Surrogate's Court" and authored an outline for the program entitled, "Ethics for Trusts and Estates Lawyers."
May 25, 2011Gail M. Boggio has been appointed as an Article 81 Court Examiner for Westchester County by Gail Prudenti, the Presiding Justice in the Appellate Division, Second Department. Prior to her appointment as Court Examiner, Gail, who is also a certified public accountant, satisfied various training and educational requirements established by Justice Prudenti. As Court Examiner, Gail's duties include examining the reports of guardians to ascertain whether such guardians have timely filed reports and accountings as required by Article 81 of the Mental Hygiene Law. As Court Examiner, Gail must also certify whether such guardians have satisfied their statutory duties and the provisions of the court order appointing them.
May 19, 2011Howell Bramson lectured on "Taxes and Valuation Issues; Special Valuation Rules under Chapter 14" on May 19, 2011 in Tarrytown, New York for UJA Federation of NY’s 21st Annual Westchester Estate, Tax and Financial Planning Conference. See Seminar Outline.
March 08, 2011Frank W. Streng lectured in Manhattan on March 8, 2011 on "Ethics for Trusts and Estates Lawyers" for the Continuing Legal Education Section of the New York State Bar Association, as part of a program entitled, "Bridging the Gap 1 - Making a Smooth Transition." Click at Outline for Frank's coursebook materials.
February 16, 2011Robert J Kiggins and Howell Bramson, members of the Firm’s Corporate and Taxation groups, are working with the IFS Consultant Group, based in London, England and headed by Roy Saunders as Chairman, and with Prof. William H. Byrnes, IV of Thomas Jefferson School of Law in San Diego, California, on writing the 2011 revisions to the US Chapter of “International Tax Systems & Planning Techniques”, a book on cross border personal and business financial transactions and related tax implications. The revisions will be designed to keep abreast the ever accelerating changes in this field. For example, in view of the expansion of Internet trading as a major element in today’s global economy, the revisions to the US Chapter will highlight some of the international tax issues facing Internet trading companies. The 2011 Edition of the book is targeted for release and publication in the Spring of this year.
January 19, 2011In 2004, the firm's web site contained the following item on firm news:
"As part of her representation of clients who were upset that a lawyer, acting as trustee of a trust fund created for a baby kidnapped from Harlem Hospital in 1987, had not provided proper accountings on the trust, Lisa Newfield, working with Frank W. Streng, had reviewed the lawyer’s records, identified improper withdrawals from the trust by the lawyer and ultimately forced the lawyer’s resignation as trustee. The lawyer had been the subject of a disciplinary complaint before a Disciplinary Committee of the Appellate Division, First Department. Lisa and the firm fully cooperated in this investigation. Citing Lisa’s investigatory work on the trust, the First Department, having first suspended the lawyer from practice, adopted the recommendation of its Disciplinary Committee and disbarred the lawyer in a decision and order dated August 12, 2004. The case has also been reported by different news publications."
In a remarkable development, in January, 2011, the kidnapped baby herself, Carlina White, through a diligent search of the website of the National Center for Missing and Exploited Children, was able to identify herself as a missing baby and find her parents, Joy White and Carl Tyson. The New York Daily News initially broke the story and reported, on January 19, 2011, that Carlina, whose name was changed to Nejdra Nance, was reunited with her parents in early January, 2011. The joyful story was a lead story for ABC News on January 19th and is now being reported by major media outlets throughout the country, including CNN.
October 19, 2010Frank W. Streng was a state-wide moderator of a program entitled "Practical Skills: Probate & Administration of Estates" for the Trusts & Estates Law Section of the New York State Bar Association. The program was offered in seven locations (Albany [10/19/10], Buffalo [10/20/10], Manhattan [10/19/10], Long Island [10/20/10], Rochester [10/19/10], Syracuse [10/20/10] and Westchester [10/21/10]). Frank was also one of the contributing authors of educational materials for the program, and submitted an outline entitled, "Ethical Issues for Trusts and Estate Lawyers."
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.
June 23, 2010Frank W. Streng was a state-wide moderator of a program entitled "Everything you Wanted to Know about Representing a Political Candidate (. . . but was afraid to ask)" for the New York State Bar Association. The program was offered in six locations (Albany [6/22/10], Buffalo [6/23/10], Manhattan [6/24/10], Long Island [6/23/10], Syracuse [6/24/10] and Westchester [6/18/10]).
Frank W. Streng was a state-wide moderator of a program entitled "Estate Planning after Divorce" for the Trusts and Estates Law Section of the New York State Bar Association. The program was offered in seven locations (Albany [6/20/10], Buffalo [5/20/10], Manhattan [6/9/10], Long Island [5/26/10], Rochester [6/9/10], Syracuse [5/6/10] and Westchester [5/7/10]).
Frank W. Streng lectured in Yonkers, New York on June 7, 2010 for the Westchester County Bar Association (Trusts & Estates Section) on "Select Issues in Fiduciary Litigation." For lecture materials, click on Seminar Outline.
May 14, 2010Frank W. Streng was a coursebook author on "Ethics for Trusts and Estates Lawyers", as part of a program offered in Chicago, Illinois on May 14, 2010 through May 15, 2010 by the Trusts and Estates Law Section of the New York State Bar Association, entitled, "Maintaining Rational Relations: Advising the Family, the Fiduciary, and the Drafter." Frank's coursebook materials were used at this program by numerous Surrogates as part of their presentation on different ethical and court-mediation topics. Click at Outline for Frank's coursebook materials.
November 20, 2009Frank W. Streng was a state-wide moderator of a program entitled "Contested Accounting Proceedings in Surrogate's Court" for the Trusts and Estates Law Section of the New York State Bar Association. The program was offered in seven locations (Latham (Albany) [12/3/09], Amherst (Buffalo) [11/17/09], Manhattan [12/10/09], Melville (Long Island)[12/8/09], Rochester [12/11/09], Syracuse [12/1/09] and Tarrytown (Westchester)[11/20/09]. Frank also partcipated in the Tarrytown session, where he lectured on the preparation of an estate and trust accounting.
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.
October 20, 2009Frank W. Streng was a state-wide moderator of a program entitled "Introduction to Estate Planning" for the Trusts and Estates Law Section of the New York State Bar Association. The program is offered in seven locations (Albany [10/20/09], Buffalo [10/20/09], Manhattan [10/19/09], Melville [10/20/09], Rochester [10/20/09], Syracuse [10/20/09] and Tarrytown [10/20/09]).
Frank W. Streng authored an article for Calvary Hospital on the New Power of Attorney Statute (Foresight, Fall 2009).
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.
June 12, 2009Frank W. Streng was a state-wide moderator of a program entitled "Everything You Wanted to Know About Estate Planning for the Middle Class Client (But Were Afraid To Ask)" for the Trusts and Estates Law Section of the New York State Bar Association. The program was offered in seven locations (Albany [5/20/09], Buffalo [5/27/09], Manhattan [6/9/09], Melville [5/30/09], Rochester [6/3/09], Syracuse [5/14/09] and White Plains [6/12/09]). Frank was also a course book author of the program materials for this program, entitled "Ethical Issues for Trusts and Estates Lawyers." Click on Seminar Outline for his course book materials.
June 01, 2009Frank W. Streng lectured in White Plains, New York on June 1, 2009 for the Westchester County Bar Association (Trusts & Estates Section) on "Ethical Issues in Estates and Trusts Litigation." For lecture materials, click on Seminar Outline.
May 21, 2009Howell Bramson lectured on May 21, 2009 in White Plains, New York on "Estate Planning Techniques Best Suited for the Current Economic Environment” for UJA Federation of NY’s 19th Annual Westchester Estate, Tax and Financial Planning Conference. For lecture materials, click on Seminar Outline.
January 01, 2009Paul S. Aufrichtig has joined the firm as counsel and is a member of our Business Litigation, Corporate and General Business, Real Estate Transactions and Trusts and Estates groups.
October 23, 2008Gail M. Boggio lectured on “Preparing for Estate Administration” and “Alternative Forms of Letters” as part of an all-day program in Mount Kisco, New York on October 23, 2008 entitled "Practical Skills: Probate and Adminstration of Estates" for the Trusts and Estates Law Section of the New York State Bar Association.
October 23, 2008Frank W. Streng was the moderator of an all-day program in Mount Kisco, New York on October 23, 2008 entitled "Practical Skills: Probate and Adminstration of Estates" for the Trusts and Estates Law Section of the New York State Bar Association.
October 07, 2008Frank W. Streng participated in a mock examination of an attorney draftsperson in a prospective will contest in Manhattan on October 7, 2008 in a program sponsored by Calvary Hospital entitled "Ethics For Breakfast: 'Who Is Your Client?' — Ethical Considerations When Representing Multiple Parties in Estate Proceedings".
June 12, 2008Frank W. Streng presented in White Plains, New York on June 12, 2008 for the Westchester County Bar Association (Trusts & Estates Section) on "How to Win in Surrogate's Court through CPLR Prehearing Discovery."
Frank W. Streng was the moderator of a program in Tarrytown, New York on June 3, 2008 entitled "Successfully Handling an Examination under SCPA 1404" and presented on "Ethical Considerations" for the Trusts and Estates Law Section of the New York State Bar Association.
May 07, 2008Frank W. Streng was a state-wide moderator of a program entitled "Representing a Political Candidate (And Winning!)" for the New York State Bar Association. The program, offered in six locations (Albany [5/14/08], Buffalo [4/23/08], Manhattan [5/7/08], Melville [5/16/08], Syracuse [5/16/08] and Tarrytown [4/25/08]), was the first-ever election law program offered by the New York State Bar Association.
May 01, 2008Gail M. Boggio was elected President of the Women's Bar Association of the State of New York.
March 01, 2008Katherine Sohr Jedlicka has joined the firm as an associate and is a member of our Business Litigation, Surrogate's Court Litigation and Trusts and Estates groups.
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.
October 23, 2007Frank W. Streng was the moderator of an all-day program in Mount Kisco, New York on October 23, 2007 entitled "Practical Skills: Introduction to Estate Planning" and presented on "Ethical Considerations" for the Trusts and Estates Law Section of the New York State Bar Association.
September 26, 2007Howell Bramson lectured on September 26, 2007 at Credit Suisse's offices in Rye Brook, New York on "Cutting Edge Estate Planning Strategies- Utilizing FLPs, GRATs & Sales to Defective Grantor Trusts to Leverage Gifts." 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 31, 2007Howell Bramson lectured on May 31, 2007 in White Plains, New York on "New Deferred Compensation Rules” for UJA Federation of NY’s 17th Annual Westchester Estate, Tax and Financial Planning Conference.
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 16, 2007Frank W. Streng was the moderator 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" and presented on "Ethical Considerations" for the Trusts and Estates Law Section of the New York State Bar Association.
May 14, 2007Frank W. Streng presented in White Plains, New York on May 14, 2007 for the Westchester County Bar Association (Trusts & Estates Section) on "Will Contests Including Preparation and Taking the Deposition and SCPA 1404 Witnesses". The program includes a mock examination. For the presentation materials, click on Seminar Outline.
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.
December 01, 2006Frank W. Streng was elected Co-Chair of the Trusts & Estates Section of the Westchester County Bar Association.
November 28, 2006Gail M. Boggio lectured on November 28, 2006 on "Probating Problem Wills" in White Plains, New York, in a program co-sponsored by Westchester Women's Bar Association and The Bank of New York Private Bank. For lecture materials, click on Seminar Outline.
Charles F. Crames has joined the firm as counsel and is a member of our Trusts and Estates, Taxation, and Matrimonial and Family Law groups.
November 15, 2006Frank W. Streng lectured on Ethical Issues on November 15, 2006 in White Plains, New York at Pace University School of Law as part of a program entitled "What Every Lawyer Should Know about Estate Planning".
October 26, 2006Frank W. Streng was the moderator for a program in White Plains, New York on October 26, 2006 sponsored by the Westchester Women's Bar Association and the White Plains Bar Association entitled "Potpourri on Election Law".
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.
October 24, 2006Frank W. Streng was the moderator 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.
September 26, 2006Gail M. Boggio was a guest on September 26, 2006 on the Rockland County talk show “Mortgage Matters”, broadcast on 1300 AM, WRCR. Gail discussed reverse mortgages in medicaid planning as well as basic estate planning issues.
September 21, 2006Frank W. Streng participated in a panel discussion in Manhattan on September 21, 2006 sponsored by Calvary Hospital entitled "Ethics for Breakfast: Working through Issues of Capacity and Undue Influence".
Kirsten E. Prevete has joined the firm as an associate and is a member of our Surrogate's Court Litigation, Business Litigation and Trusts and Estates groups (9/06).
May 25, 2006Howell Bramson 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 "FLPs and LLCs – Current Status.”
May 18, 2006Gail M. Boggio lectured on Uncontested Probate Proceedings in Tarrytown, New York on May 18, 2006 for the Trusts and Estates Law Section of the New York State Bar Association as part of an all-day program entitled "Surrogate's Court Proceedings".
May 18, 2006Frank W. Streng was the moderator of an all-day program in Tarrytown, New York on May 18, 2006 entitled "Surrogate's Court Proceedings" for the Trusts and Estates Law Section of the New York State Bar Association. Frank also lectured at that program on "Post-Probate Proceedings".
May 09, 2006Howell Bramson and Kathleen Donelli lectured on "Tax Issues Related to Divorce" on May 9, 2006 at The Bank of New York in White Plains. For lecture materials, click on Seminar Outline.
January 01, 2006Frank W. Streng was elected the Ninth Judicial District Representative for the Trusts and Estates Law Section of the New York State Bar Association and serves on the section's Executive Committee.
November 01, 2005As one of the firm's administrative partners, Frank W. Streng was interviewed by the Westchester County Business Journal on whether legal business for Westchester law firms has been negatively impacted by law firms from New York City or elsewhere that have established offices in Westchester. Frank's comments were reported in the October 31, 2005 issue of the Journal. “I think local firms, like our firm, have entrenched relationships in the business community and it's because of our long-standing and historic reputation that we've established historic relationships. . . . . As for competitiveness, we have a pretty terrific Web site and pride ourselves in being involved in the community and promoting what we do. . . . There are some firms in the city who come here for economic reasons, to get better rent deals than they could get in the city but their practice remains the same. . . . They become a firm in the city that happens to be in a position to continue their New York City work up here.”
Frank W. Streng lectured in Mount Kisco, New York on October 27, 2005 for the Trusts and Estates Law Section of the New York State Bar Association on Surrogate's Court Discovery Proceedings.
Frank W. Streng lectured in Mount Kisco, New York on October 5, 2005 for the Trusts and Estates Law Section of the New York State Bar Association on Ethical Issues as part of a program entitled Practical Skills: Introduction to Estate Planning. 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, 2005Howell Bramson lectured on May 26, 2005 in White Plains, New York for UJA Federation of NY’s 15th Annual Westchester Estate, Tax and Financial Planning Conference on "Current Strategies Using Family Limited Partnerships.” 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 19, 2005Frank W. Streng lectured in Tarrytown, New York on May 19, 2005 for the Trusts and Estates Law Section of the New York State Bar Association on Ethical Considerations as part of a program entitled Estate Planning and Will Drafting. 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 18, 2005Frank W. Streng lectured in White Plains, New York on April 18, 2005 for the Westchester County Bar Association (Trusts & Estates Section) on "Separation and Matrimonial Agreements and Implication in Estate Litigation". For lecture materials, click on Seminar Outline.
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.
March 15, 2005Frank W. Streng lectured in White Plains, New York on March 15, 2005 for the Westchester Women's Bar Association (Trusts & Estates Section) on "SCPA 1404: How to Examine the Witnesses to a Will and Defensive 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, 2004Howell Bramson lectured in Tarrytown, New York on November 15, 2004 for the New York State Bar Association on "Forming and Advising Businesses".
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".
October 05, 2004Frank W. Streng lectured in White Plains, New York on October 5, 2004 on Ethical Issues for Trusts and Estates Lawyers for Lorman Education Services as part of a program entitled Exploring Probate Issues in New York. For lecture materials, click on Seminar Outline.
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.
August 12, 2004As part of her representation of clients who were upset that a lawyer, acting as trustee of a trust fund created for a baby kidnapped from Harlem Hospital in 1987, had not provided proper accountings on the trust, Lisa Newfield, working with Frank W. Streng, had reviewed the lawyer’s records, identified improper withdrawals from the trust by the lawyer and ultimately forced the lawyer’s resignation as trustee. The lawyer had been the subject of a disciplinary complaint before a Disciplinary Committee of the Appellate Division, First Department. Lisa and the firm fully cooperated in this investigation. Citing Lisa’s investigatory work on the trust, the First Department, having first suspended the lawyer from practice, adopted the recommendation of its Disciplinary Committee and disbarred the lawyer in a decision and order dated August 12, 2004. The case has also been reported by different news publications.
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.
June 07, 2004Frank W. Streng lectured in White Plains, New York on June 7, 2004 for the Westchester County Bar Association (Trusts & Estates Section) on "Property Turnover Proceedings under SCPA Article 21 and Ethical Issues in Surrogate's Court Litigation". For lecture materials, click on Seminar Outline.
May 19, 2004Howell Bramson 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 "IRS Attacks on Family Limited Partnerships and Current Strategies.” For lecture materials, click on Seminar Outline.
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 26, 2004Howell Bramson lectured in White Plains, New York on April 26, 2004 for the Westchester County Bar Association (Co-Sponsored by the Tax and Trusts and Estates Section) on "IRS Attacks on Family Limited Partnerships and Current Strategies.” For lecture materials, click on Seminar Outline.
April 22, 2004The Firm co-sponsored "Take our Children to Work Day" on April 22, 2004, a program hosted in White Plains, New York by the United States District Court, Southern District of New York. One of the Firm's partners, Kathleen Donelli, spoke at the event in her capacity as President of the Westchester Women's Bar Association.
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 24, 2003Frank W. Streng lectured in White Plains, New York on November 24, 2003 for the Westchester County Bar Association (Trusts & Estates Section) on "Ancillary Documents – Power of Attorney, Health Care Proxy and Living Will; and Ethical Issues in Estate Planning". For lecture materials, click on Seminar Outline.
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.
June 04, 2003Gail M. Boggio was elected Treasurer of the Westchester Women's Bar Association.
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 05, 2003Frank W. Streng lectured in White Plains, New York on May 5, 2003 for the Westchester County Bar Association (Trusts & Estates Section) on "Contested Accountings". 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 25, 2002Howell Bramson lectured in White Plains, New York on September 25, 2002 for the Westchester County Bar Association (Tax Section) on "Recent Developments involving Family Limited Partnerships & Other Gifting Techniques”.
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 10, 2002Frank W. Streng lectured in White Plains, New York on June 10, 2002 for the Westchester County Bar Association (Trusts & Estates Section) on "Strategies for Avoiding Will Contests . . . But Winning if you Can’t". For lecture materials, click on Seminar Outline.
June 06, 2002Lisa Newfield lectured on June 6, 2002 on "Income Tax Issues in Elder Law Planning" for Pace University School of Law's Continuing Legal Education program.
June 01, 2002Lisa Newfield was elected to the Board of the American Cancer Society’s Planned Giving Advisory Council.
June 01, 2002Frank W. Streng has joined the Professional Advisors Council of Calvary Hospital.
Frank W. Streng lectured on May 31, 2002 for the New York State Bar Association on "Ethical Considerations" as part of an all day program on Trust Planning and Taxation.
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, 2002Howell Bramson lectured on May 23, 2002 for UJA Federation of NY's 12th Annual Westchester Estate, Tax & Financial Planning Conference on "Utilizing Non Qualified Deferred Compensation in Estate, Gift & Income Tax Planning."
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 21, 2002Frank W. Streng lectured on May 21, 2002 for The Bank of New York on "Ethics and Tactics in Surrogate's Court Practice." For lecture materials, click on "Ethics and Tactics in Surrogate's Court Practice." and Ethics and Tactics in Surrogate's Court Practice Fact Pattern.
May 15, 2002Howell Bramson lectured on May 15 2002 at the Crowne Plaza in White Plains, New York as part of a program hosted by Merrill Lynch and the Firm on “Retirement Planning & Estate Planning for Physicians”.
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 06, 2002Frank W. Streng lectured on May 6, 2002 for the Westchester Women's Bar Association on "Estate Planning for the Dysfunctional Family." 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.
John A. Fowler participated in the New York City Chapter of the National Multiple Sclerosis Society’s Law Day, which was held in New York City on November 11, 2001. On that occasion John offered his services on a pro bono basis to give legal advice on wills, trusts, powers of attorney and living wills and health care proxies to persons who attended the meeting. Each session with a client lasted one half hour and he offered to prepare documents in situations where they were warranted and requested.
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 23, 2001Frank W. Streng lectured on October 23, 2001 and October 24, 2001 for the New York State Bar Association on "Revocable Trusts" and "Ethical Considerations for Estate Planners".
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 24, 2001Howell Bramson lectured on September 24, 2001 for Westchester County Bar Association (Trusts & Estates and Tax Sections) on "New Qualified Plan Minimum Distribution Rules".
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 11, 2001Frank W. Streng is volunteering his time in assisting families of victims of the World Trade Center disaster on September 11, 2001. The firm has also made available to attorneys throughout the New York City metropolitan region forms of trust agreements to serve as Memorial Trust Funds for the benefit of the families of the victims.
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".
June 11, 2001Frank W. Streng lectured on June 11, 2001 for Westchester County Bar Association (Trusts & Estates Section) on "Ethics in Surrogate’s Court Litigation".
May 21, 2001Lisa Newfield lectured on May 21, 2001 for the New York State Bar Association on "Special Problems in Fiduciary Income Taxation".
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.
John G. McQuaid, the former chair of the firm’s Trusts and Estates group, died on November 21, 2000.
November 14, 2000Frank W. Streng lectured on November 14, 2000 for The Bank of New York on “Checklist Examination of Executor’s Account”.
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, 2000Frank W. Streng lectured on October 18, 2000 for the UJA-Federation of NY’s Conference on Estate, Tax & Financial Planning on “Ethical Considerations For Trust And Estate Lawyers”.
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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