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Publications on Trusts & Estates

Update on Elder Law
American Council on Gift Annuities
Publication Date: April 20, 2012
How to Conduct 2103 Inquiry Stage Examination
Westchester County Bar Association (Trusts & Estates Section)
Publication Date: September 21, 2011
Nuts & Bolts of SCPA 2103 Proceedings
Westchester County Bar Association (Trusts & Estates Section)
Publication Date: September 21, 2011
Ethics for Trusts & Estates Lawyers
Continuing Legal Education Section of the New York State Bar Association
Publication Date: July 19, 2011
Ethics for Trusts & Estates Lawyers
Trusts and Estates Law Section of the New York State Bar Association
Publication Date: June 02, 2011
Taxes & Valuation Issues; Special Valuation Rules under Chapter 14
UJA Federation of NY
Publication Date: May 19, 2011
Ethics for Trusts and Estates Lawyers
Continuing Legal Education Section of the New York State Bar Association
Publication Date: March 08, 2011
Ethical Issues for Trusts and Estates Lawyers
Trusts and Estates Law Section of the New York State Bar Association
Publication Date: October 19, 2010
Duty to Inform
Westchester County Bar Association (Trusts & Estates Section)
Publication Date: June 07, 2010
Current Developments In Family Partnerships & Limited Liability Companies
UJA Federation of NY
Publication Date: May 27, 2010
Update on Family Partnerships
UJA Federation of NY
Publication Date: May 27, 2010
Ethical Issues for Trusts and Estates Lawyers
Trusts and Estates Law Section of the New York State Bar Association
Publication Date: May 14, 2010
Foresight
Calvary Hospital (2009)
Publication Date: October 08, 2009
New Power of Attorney Statute
Calvary Hospital
Publication Date: October 01, 2009
Ethical Issues in Estates and Trusts Litigation
Westchester County Bar Association (Trusts & Estates Section
Publication Date: June 01, 2009
Estate Planning Techniques Best Suited for the Current Economic Environment
UJA Federation of NY
Publication Date: May 21, 2009
Ethical Issues for Trusts and Estates Lawyers
Trusts and Estates Law Section of the New York State Bar Association
Publication Date: May 08, 2009
Everything you Wanted to Know About Preparing Surrogate Court Accountings (but was afraid to ask)
Westchester County Bar Association
Publication Date: November 13, 2007
Cutting Edge Estate Planning Strategies- Utilizing FLPs, GRATs & Sales to Defective Grantor Trusts to Leverage Gifts
Credit Suisse Securities (USA) LLC
Publication Date: September 26, 2007
Charitable Planning Strategies Using Split Interest Gifts
Westchester Women's Bar Association
Publication Date: September 24, 2007
Will Contests Including Preparation and Taking the Deposition and SCPA 1404 Examinations
Westchester County Bar Association
Publication Date: May 14, 2007
Probating Problem Wills
Westchester Women's Bar Association and The Bank of New York Private Bank
Publication Date: November 28, 2006
Revocation of Wills
Co-Sponsored by Westchester Women's Bar Association and The Bank of New York Private Bank
Publication Date: November 28, 2006
A Discussion on Creative Uses of Split Interest Charitable Trusts in Estate and Financial Planning
American Institute of Certified Public Accountants (AICPA)
Publication Date: June 16, 2006
Creative Uses Of Split Interest Charitable Trusts In Estate And Financial Planning
AICPA
Publication Date: June 16, 2006
Current Status of Estate Planning Using Family Limited Partnerships and Limited Liability Companies
UJA Federation of NY
Publication Date: May 26, 2006
Sophisticated Planning with Charitable Lead Trusts: a Potent Estate Planning Tool
UJA Federation of NY
Publication Date: May 25, 2006
Introduction to Estate Planning – Ethical Issues
Trusts and Estates Law Section of the New York State Bar Association
Publication Date: October 05, 2005
Charitable Fundraising & Solicitations In the 21st Century
Association of the Bar of the City of New York
Publication Date: September 23, 2005
The Charitable Lead Trust: a Potent Estate Planning Tool
UJA Federation of NY
Publication Date: September 15, 2005
Creative Charitable Planned Giving Techniques
Jewish Community Board of Akron
Publication Date: June 02, 2005
Current Strategies Using Family Limited Partnerships
UJA Federation of NY
Publication Date: May 26, 2005
Creative Charitable Planned Giving Techniques
American Red Cross, Cincinnati Area Chapter
Publication Date: May 24, 2005
Estate Planning and Will Drafting – Ethical Issues
Trusts and Estates Law Section of the New York State Bar Association
Publication Date: May 19, 2005
Separation & Matrimonial Agreements & Implication in Estate Litigation
Westchester County Bar Association
Publication Date: April 18, 2005
Doing Well by Doing Good (Using Charitable Gifts in your Estate and Financial Planning)
The New York Botanical Garden
Publication Date: March 24, 2005
How to Examine the Witnesses to a Will & Defensive Estate Planning
Westchester Women's Bar Association
Publication Date: March 15, 2005
Creative Uses of Split Interest Charitable Trusts in Estate and Financial Planning (At Least for Right Now)
The Bank of New York
Publication Date: February 10, 2005
Estate Planning For The Small to Mid-Size Estate
Westchester County Bar Association
Publication Date: February 07, 2005
To Credit Shelter or Not to Credit Shelter: Renunciation
Westchester County Bar Association
Publication Date: February 07, 2005
Creative Uses of Split Interest Charitable Trusts in Estate and Financial Planning
United Jewish Communities
Publication Date: December 08, 2004
Ethical Issues for Trusts and Estate Lawyers
Lorman Education
Publication Date: October 05, 2004
Estate Planning and Professional Advisors Seminar
American Heart Association
Publication Date: September 19, 2004
Sophisticated Philanthropy: Charitable Gifts of Hard to Sell Assets Including Collectibles and Real Estate
UJA Federation of NY
Publication Date: September 14, 2004
Property Turnover Proceedings under SCPA Article 21 and Ethical Issues in Surrogate's Court Litigation
Westchester County Bar Association (Trusts & Estates Section)
Publication Date: June 07, 2004
Charitable Gifts of Unusual Assets
UJA-Federation of NY
Publication Date: May 19, 2004
IRS Attacks on Family Limited Partnerships and Current Strategies
UJA Federation of NY
Publication Date: May 19, 2004
IRS Attacks on Family Limited Partnerships and Current Strategies
Westchester County Bar Association
Publication Date: April 26, 2004
Ancillary Documents - Power of Attorney, Health Care Proxy and Living Will; Ethical Issues in Estate Planning
Westchester County Bar Association
Publication Date: November 24, 2003
Planned Giving 007: Bonds – Just Bonds
Planned Giving Group of Greater New York
Publication Date: November 12, 2003
Charitable Gifts of Unique Assets
Jewish Community Foundation of Southern Arizona
Publication Date: November 06, 2003
Family Foundations, Supporting Organizations and Donor Advised Funds
Jewish Community Foundation of Southern Arizona
Publication Date: November 06, 2003
Planned Giving 007: Bonds – Just Bonds
National Conference on Planned Giving
Publication Date: October 20, 2003
Charitable Planned Giving Strategies
Practising Law Institute
Publication Date: September 18, 2003
Contested Accountings
Westchester County Bar Association
Publication Date: May 05, 2003
Charitable Gifts of Unusual Assets
National Association of Philanthropic Planners
Publication Date: May 02, 2003
The Gift and Estate Tax Implications of Planned Gifts
Planned Giving Group of Greater New York
Publication Date: April 16, 2003
A Morning of Planned Giving Stuff
Orchard Foundation (the supporting organization of The Christian and Missionary Alliance)
Publication Date: February 19, 2003
The Creative Use of Charitable Gifts in Estate and Financial Planning
United Way of Westchester and Putnam and The Bank of New York
Publication Date: November 14, 2002
Charitable Gift Planning with Split Interest Charitable Trusts
Practising Law Institute
Publication Date: September 23, 2002
Charitable Gifts Of Unusual Assets
Northern California Planned Giving Council and others
Publication Date: June 20, 2002
Strategies for Avoiding a Will Contest . . . But Winning if you Can't
Westchester County Bar Association
Publication Date: June 10, 2002
Trusts for Charity
Trusts and Estates Law Section of the New York State Bar Association
Publication Date: May 31, 2002
A Smorgasbord of Charitable Planning Strategies
UJA Federation of NY
Publication Date: May 23, 2002
Ethics & Tactics In Surrogate's Court Litigation
The Bank of New York
Publication Date: May 21, 2002
Funding Charitable Remainder Trusts with Real Estate
Westchester County Bar Association
Publication Date: May 07, 2002
Estate Planning for the Dysfunctional Family
Westchester Women's Bar Association
Publication Date: May 06, 2002
Checklist Examination of Executor’s Account
The Bank of New York
Publication Date: November 14, 2000
Contested Probate Proceedings

Westchester County Bar Association (Trusts & Estates Section)

Publication Date: June 07, 1999
Do I Need to Change My Will or Trust?
Legal Notes, Spring 1999
Publication Date: May 08, 1999
Litigation in Accounting Proceedings in Estates & Trusts
Westchester Women's Bar Association (Trusts & Estates Section)
Publication Date: November 17, 1998
Tax Law Changes Affecting Estate Planning
Legal Notes, Spring 1998
Publication Date: April 08, 1998
Philanthropy for the Not So Wealthy
Legal Notes, Spring 1998
Publication Date: April 07, 1998
Discovery Proceedings, Creditor’s Claims & Other Miscellaneous Proceedings
Westchester County Bar Association (Trusts & Estates Section)
Publication Date: June 09, 1997
Family Businesses: IRS Reverses its Position on Discounts for Gifts of Minority Interests to Family Members
Legal Notes, Spring 1994
Publication Date: May 08, 1994
Distributions from Individual Retirement Accounts
Legal Notes, Summer, 1993
Publication Date: July 01, 1993
Appointment of Fiduciaries
Legal Notes, Summer 1993
Publication Date: May 08, 1993
New Legislation Affects Spouse's Right of Election in New York State
Legal Notes, Fall 1992
Publication Date: October 01, 1992
Estate Planning Strategies in Light of the Revenue Reconciliation Act of 1990
Legal Notes, Spring, 1992
Publication Date: April 01, 1992
Planning for Nursing Home Placement
Legal Notes, Spring 1991
Publication Date: May 08, 1991
New York Wills and Trusts
Co-Author, Fingar, Bookstaver and McQuaid, (Shepard’s, 1990)
Publication Date: May 08, 1990
How to Properly Obtain and Maintain Tax-Exempt Status for Charitable Organizations
Taxation for Lawyers, July/August 1985
Publication Date: July 08, 1985

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Publications by Topic

Publications on Trusts & Estates

Do I Need to Change My Will or Trust?

Tax Law Changes Affecting Estate Planning

Philanthropy for the Not So Wealthy

Family Businesses: IRS Reverses its Position on Discounts for Gifts of Minority Interests to Family Members

Distributions from Individual Retirement Accounts

Appointment of Fiduciaries

New Legislation Affects Spouse's Right of Election in New York State

Estate Planning Strategies in Light of the Revenue Reconciliation Act of 1990

Planning for Nursing Home Placement

New York Wills and Trusts

How to Properly Obtain and Maintain Tax-Exempt Status for Charitable Organizations