Speaking Engagements on Trusts & Estates

Revocable Trusts – The Will Substitute, Part II – Litigation

Westchester County Bar Association.

"Planning for the Affluent Client or the Changing Landscape”

Women’s Bar Association for the State of New York

US Income Tax & Estate Planning for Non-Citizens

UJA Federation of NY, Tarrytown, NY

Preparing for Estate Administration

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

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

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

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

Blythedale Children’s Hospital 

Charitable Lead Trusts

Planned Giving Group of Greater New York, New York City

Power of Attorney: Practice & Litigation in Guardianship Court

Westchester County Bar Association (Trusts & Estates Section)

Living Wills & Power of Attorney Forms

Karpas Health-Beth Israel, Manhattan

Update on Elder Law

For lecture materials, click on Seminar Outline.

American Council on Gift Annuities, San Francisco, California

Plans to Make Today to Help Your Family Tomorrow

Botanical Gardens, Bronx, New York

Charitable Gift Planning

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

Everything you Wanted to Know about Property Turnover Proceedings in the Surrogate's Court

For lecture materials, click on Seminar Outline.

Westchester County Bar Association (Trusts & Estates Section), White Plains, New York

"Ethics for Trusts & Estates Lawyers", as part of a program entitled, "Bridging the Gap 2 - Making a Smooth Transition."

For lecture materials, click on Seminar Outline.

Continuing Legal Education Section of the New York State Bar Association, Manhattan

"Property Turnover Proceedings", as part of a program entitled "Estate Litigation"

Trusts and Estates Law Section of the New York State Bar Association, Albany, New York

Taxes And Valuation Issues; Special Valuation Rules Under Chapter 14

For lecture materials, click on Seminar Outline.

UJA Federation of NY’s 21st Annual Westchester Estate, Tax and Financial Planning Conference, Tarrytown, New York

"Ethics for Trusts and Estates Lawyers", as part of a program entitled, "Bridging the Gap 1 - Making a Smooth Transition."

For lecture materials, click on Seminar Outline.

Continuing Legal Education Section of the New York State Bar Association, Manhattan

Estate and Tax Issues

White Plains, New York, Westchester Private Public Partnership for Aging Services

"Duty to Inform" as part of a program entitled, "Select Issues in Fiduciary Litigation"

For lecture materials, click on Seminar Outline.

White Plains, New York. Westchester County Bar Association (Trusts & Estates Section)

Update on Family Partnerships

For lecture materials, click on Seminar Outline.

UJA Federation of NY’s 20th Annual Westchester Estate, Tax and Financial Planning Conference, Tarrytown, NY

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

New York City, 1852 Society at Mount Sinai Hospital

"Charitable Planning in the Current Market"

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

Preparation of an estate and trust accounting, as part of a half-day program entitled "Contested Accounting Proceedings in Surrogate's Court"

Tarrytown, New York, Trusts and Estates Law Section of the New York State Bar Association

Estate Taxes, Gift Taxes and Fiduciary Taxes, as part of an all-day program entitled "Introduction to Estate Planning"

Tarrytown, New York, Trusts and Estates Law Section of the New York State Bar Association

Charitable Planning

Hudson Valley Estate Planning Council, SUNY New Paltz

"Taxes in a Nutshell", 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)"

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

"Ethical Isssues in Estates and Trusts and Litigation"

For lecture materials, click on Seminar Outline.

White Plains, New York. Westchester County Bar Association (Trusts & Estates Section)

Estate Planning Techniques Best Suited for the Current Economic Environment

For lecture materials, click on Seminar Outline.

UJA Federation of NY’s 19th Annual Westchester Estate, Tax and Financial Planning Conference, White Plains, NY

“Preparing for Estate Administration” and “Alternative Forms of Letters” as part of an all-day program in entitled "Practical Skills: Probate and Adminstration of Estates"

Mount Kisco, New York, Trusts and Estates Law Section of the New York State Bar Association.

Participant in a mock examination of an attorney draftsperson in a prospective will contest, in a program entitled "Ethics For Breakfast: 'Who Is Your Client?' — Ethical Considerations When Representing Multiple Parties in Estate Proceedings".

New York, New York, Calvary Hospital

"Ethical Considerations", as part of an all-day program entitled "Successfully Handling an Examination under SCPA 1404"

Tarrytown, New York, Trusts and Estates Law Section of the New York State Bar Association.

"Everything you Wanted to Know About Preparing Surrogate Court Accountings (but was afraid to ask)"

For lecture materials, click on Seminar Outline.

White Plains, New York, Westchester County Bar Association (Trusts & Estates Section)

"Ethical Considerations", as part of an all-day program entitled "Practical Skills: Introduction to Estate Planning"

Trusts and Estates Law Section of the New York State Bar Association, Mount Kisco, New York

"Selected Aspects of Family Wealth Transfer", as part of an all-day program entitled "Practical Skills: Introduction to Estate Planning"

Mount Kisco, New York, Trusts and Estates Law Section of the New York State Bar Association

"Cutting Edge Estate Planning Strategies- Utilizing FLPs, GRATs & Sales to Defective Grantor Trusts to Leverage Gifts"

For lecture materials, click on Seminar Outline.

Credit Suisse, Rye Brook, New York

“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

New Deferred Compensation Rules

For lecture materials, click on Seminar Outline.

UJA Federation of NY’s 17th Annual Westchester Estate, Tax and Financial Planning Conference, White Plains, NY

"Ethical Considerations", as part of an all-day program entitled "Trust Your Planning: A Comprehensive Review of Trust Planning and Drafting Techniques"

Tarrytown, New York, Trusts and Estates Law Section of the New York State Bar Association

"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

"Will Contests Including Preparation and Taking the Deposition and SCPA 1404 Witnesses"

For lecture materials, click on Seminar Outline.

White Plains, New York. Westchester County Bar Association (Trusts & Estates Section)

"Probating Problem Wills"

For lecture materials, click on Seminar Outline.

White Plains, New York, in a program co-sponsored by Westchester Women's Bar Association and The Bank of New York Private Bank.

Ethical Issues (program entitled "What Every Lawyer Should Know about Estate Planning")

White Plains, New York, Pace University School of Law

Administration of Estates, with an emphasis on Tax Issues

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

Ethical Considerations and Attorney Fees

Tarrytown, New York, Trusts and Estates Law Section of the New York State Bar Association

Panel Discussion, "Ethics for Breakfast: Working through Issues of Capacity and Undue Influence"

New York, New York, Calvary Hospital

Various Planned Giving Topics

11th Annual Summer Conference on Planned Giving for Middlebury College in Middlebury, Vermont.

"Planned Giving Update"

Committee on Non-Profit Organizations of the Association of the Bar of the City of New York, New York City

"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)

FLPs and LLCs – Current Status

For lecture materials, click on Seminar Outline.

UJA Federation of NY’s 16th Annual Westchester Estate, Tax and Financial Planning Conference

“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

"Post-Probate Proceedings"

Tarrytown, New York, Trusts and Estates Law Section of the New York State Bar Association

Uncontested Probate Proceedings, as part of an all-day program entitled "Surrogate's Court Proceedings"

Tarrytown, New York, Trusts and Estates Law Section of the New York State Bar Association

Surrogate's Court Discovery Proceedings

Mount Kisco, New York, Trusts and Estates Law Section of the New York State Bar Association

Ethical Issues as part of a program entitled Practical Skills: Introduction to Estate Planning

For lecture materials, click on Seminar Outline.

Mount Kisco, New York, Trusts and Estates Law Section of the New York State Bar Association

"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

"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

Various Planned Giving Topics

11th Annual Summer Conference on Planned Giving for Middlebury College, Middlebury, Vermont.

"Creative Charitable Planned Giving Techniques"

Jewish Community Board of Akron, Akron, Ohio

"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

"Current Strategies Using Family Limited Partnerships”

For lecture materials, click on Seminar Outline.

UJA Federation of NY’s 15th Annual Westchester Estate, Tax and Financial Planning Conference

"Creative Charitable Planned Giving Techniques"

American Red Cross, Cincinnati Area Chapter

Ethical Considerations, as part of a program entitled Estate Planning and Will Drafting

For lecture materials, click on Seminar Outline.

Tarrytown, New York, Trusts and Estates Law Section of the New York State Bar Association

"Demystifying Gifts of Tangible Personal Property"

Planned Giving Group of Greater New York, New York City

"Separation & Matrimonial Agreements & Implication in Estate Litigation"

For lecture materials, click on Seminar Outline.

White Plains, New York. Westchester County Bar Association (Trusts & Estates Section)

"Overcoming Your Organization’s Objections to Planned Giving"

Association of Development Officers – Westchester Chapter

"Doing Well by Doing Good (Using Charitable Gifts in your Estate Planning)"

The New York Botanical Garden, Bronx, New York

"How to Examine the Witnesses to a Will and Defensive Estate Planning"

For lecture materials, click on Seminar Outline.

Westchester Women's Bar Association (Trusts & Estates Section

"Demystifying Gifts of Tangible Personal Property"

Virtual Learning Center, for the Financial Planning Association

"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

"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.

Westchester County Bar Association (Trusts & Estates Section), White Plains, New York

Ethical Issues as part of a program entitled Advanced Elder Law

Mount Kisco, New York. Elder Law Section of the New York State Bar Association

Ethical Issues for Trusts and Estates Lawyers as part of a program entitled Exploring Probate Issues in New York

For lecture materials, click on Seminar Outline.

Lorman Education Services

"Increased Endowment and Enhanced Quality of Care: Making the Case for Gifts of Tangible Personal Property"

Association for Health Care Philanthropy

"Charitable Gift Planning - What To Look Out For"

American Heart Association, White Plains, New York

"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

Various Planned Giving Topics

10th Annual Summer Conference on Planned Giving for Middlebury College, Middlebury, Vermont

"Property Turnover Proceedings under SCPA Article 21 and Ethical Issues in Surrogate's Court Litigation"

For lecture materials, click on Seminar Outline.

Westchester County Bar Association (Trusts & Estates Section)

"Charitable Gifts of Unusual Assets”

UJA Federation of NY’s 14th Annual Westchester Estate, Tax and Financial Planning Conference

"IRS Attacks on Family Limited Partnerships and Current Strategies”

For lecture materials, click on Seminar Outline.

UJA Federation of NY’s 14th Annual Westchester Estate, Tax and Financial Planning Conference

"Gifts of Tangible Personal Property"

Planned Giving Group of Connecticut, Wallingford, Connecticut

"Charitable Giving and Estate Tax Strategy"

St. Luke's Health Foundation and Albertson College, Boise, Idaho

IRS Attacks on Family Limited Partnerships and Current Strategies

For lecture materials, click on Seminar Outline.

Westchester County Bar Association
(Co-Sponsored by the Tax and Trusts and Estates Section)

"Ethical Issues in Planned Giving"

Planned Giving Council of New Jersey's Ninth Annual Gift Planning Conference

"Charitable Remainder Trusts"

American Institute for Philanthropic Studies, Long Beach, California

"Ancillary Documents – Power of Attorney, Health Care Proxy and Living Will; and Ethical Issues in Estate Planning"

For lecture materials, click on Seminar Outline.

Westchester County Bar Association (Trusts & Estates Section)

"Planned Giving 007: Bonds – Just Bonds"

For lecture materials, click on Seminar Outline.

Planned Giving Group of Greater New York, New York City

"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.

"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.

"Planned Giving 007: Bonds – Just Bonds"

National Conference on Planned Giving, Cincinnati, Ohio.

"Charitable Gift Planning"

Practising Law Institute, 34th Annual Estate Planning Institute, New York City

Conference on planned giving matters for Middlebury College and its peer group of schools.

Middlebury College, Middlebury, Vermont

"Charitable Gift Planning Strategies"

UJA-Federation of NY's 13th Annual Westchester Estate, Tax and Financial Planning Conference, White Plains, New York

Contested Accountings

For lecture materials, click on Seminar Outline.

Westchester County Bar Association

"Charitable Gifts of Unusual Assets"

National Association of Philanthropic Planners, Rosemont, Illinois

“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

Two day class to development and planned giving officers on "Charitable Remainder Trusts"

American Institute for Philanthropic Studies, Long Beach, California

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

“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

Gift and Estate Tax Implications of Planned Gifts

15^th National Conference on Planned Giving, Nashville, Tennessee

Various Planned Giving Topics

15th National Conference on Planned Giving, Memphis, Tennessee

"Recent Developments involving Family Limited Partnerships & Other Gifting Techniques”

Westchester County Bar Association

Charitable Gift Planning with Split-Interest Charitable Trusts

Practising Law Institute, New York City – 33^rd Annual Estate Planning Institute

Family Private Foundations and Their Alternatives

UJA-Federation of NY's 33^rd Annual New York Estate, Tax and Financial Planning Conference

Benefits of Donating Art to Charity

American Cancer Society, Kenise Barnes Fine Art Gallery, Larchmont, New York

Charitable Gifts Of Unusual Assets

For lecture materials, click on Seminar Outline.

Northern California Planned Giving Council and others 10^th Annual Planned Giving Conference, San Francisco, California

"Strategies for Avoiding Will Contests . . . But Winning if you Can’t"

For lecture materials, click on Seminar Outline.

Westchester County Bar Association (Trusts & Estates Section)

"Income Tax Issues in Elder Law Planning"

Pace University School of Law's Continuing Legal Education program

CLE Program on Trust Planning and Taxation, Presentation on Trusts for Charities

New York State Bar Association, New York City

“Ethical Considerations" as part of an all day program on Trust Planning and Taxation

New York State Bar Association (Trusts and Estates Section)

"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

A Smorgasbord of Charitable Planned Giving Strategies

For lecture materials, click on Seminar Outline.

UJA-Federation of NY12^th Annual Westchester Estate, Tax and Financial Planning Conference, White Plains, New York

"Utilizing Non-Qualified Deferred Compensation in Estate, Gift & Income Tax Planning"

UJA-Federation of NY

Ethics & Tactics in Surrogate's Court Practice

For lecture materials, click on Seminar Outline.

The Bank of New York

Retirement Planning & Estate Planning for Physicians

Merrill Lynch and McCarthy Fingar et al.

"Funding Charitable Remainder Trusts with Real Estate"

Tax Section of Westchester County Bar Association, White Plains, New York

Estate Planning for the Dysfunctional Family

For lecture materials, click on Seminar Outline.

Westchester Women's Bar Association (Trusts & Estates Section)

Planning for Retirement, Elder Law and Charitable Giving Under the Changes in Tax Act 2001

UJA-Federation of NY, New York City

Two Day Class to Development and Planned Giving Officers on Charitable Remainder Trusts

American Institute for Philanthropic Studies, Long Beach, California

Creative Charitable Planned Giving Techniques

The Bank of New York and United Way of Westchester and Putnam, Inc., White Plains, New York

The New Tax Laws -Their Impact on Your Estate

Israel Humanitarian Foundation, New York City

When the Simple Isn't Enough: Stategic Uses of Charitable Gift Planning in a New Tax Environment

UJA-Federation of NY, New York City

Family Private Foundations, Supporting Organizations and Donor Advised Funds

New York University, 60^th Institute on Federal Taxation - - Personal & Family, New York City

Revocable Trusts and Ethical Considerations for Estate Planners

New York State Bar Association (Trusts and Estates Section)

Planned Gifts of Unusual Assets

Planned Giving Group of Greater New York, New York City

Charitable Planning With Qualified Planned Assets

UJA-Federation of NY – Professional Study Group

The Truth About Planned Giving, A Creative Way to Serve Your Donor's Needs

Westchester Association of Development Officers, White Plains, New York

New Qualified Plan Minimum Distribution Rules

Westchester County Bar Association (Trusts & Estates and Tax Sections)

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

Westchester Women's Bar Association

Charitable Gift Planning

Practising Law Institute, New York City

Creative Charitable Giving With or Without the Estate Tax

Jewish Federation of Greater Philadelphia, Philadelphia, Pennsylvania

Forming and Advising Family Foundations

Foundation for Accounting Education of the New York State Society of Certified Public Accountants, 2001 Estate Planning Conference

Ethics in Surrogate’s Court Litigation

Westchester County Bar Association (Trusts & Estates Section)

Compensation Issues, Including Qualified And Non-Qualified Stock Options And Deferred Compensation

UJA-Federation of NY’s Westchester Division

"Special Problems in Fiduciary Income Taxation"

New York State Bar Association

Changing Tax Laws – How Can You Protect Your Estate?

Israel Humanitarian Foundation, New York City

Use of the Private Family Foundation

Westchester Chapter, New York State Society of Certified Public Accountants, White Plains, NY

Charitable Gift Annuities or Commercial Annuities - That Is The Question

UJA-Federation of NY, New York City

Gifts of Retirement Assets and Legislative Update and Charitable Planning With Stock Options

United Jewish Communities, Endowment Directors Institute, Memphis, TN – two sessions

Creative Uses of Split-Interest Charitable Trusts in Estate and Financial Planning

College Misericordia, Dallas, PA

The New Bush Administration: A Review of the Proposed Estate and Gift Tax Law Changes

Metropolitan Jewish Geriatric Foundation, NYC

Creative Estate Planning in a Sea of Change

Arthritis Foundation, Honolulu and other venues – Three Donor Programs on Creative Giving Strategies

What's Happening To (and in) Charity?

Planned Giving Group of Connecticut, Wallingford, Connecticut

New Developments and Opportunities in Charitable Giving

Practising Law Institute – New York City - Valuation, Taxation and Planning Techniques for Sophisticated Estates

A Potpouri of Planned Giving Matters 

Orchard Foundation – Orlando, Florida - Stewardship Conference

Issues in Accounting Proceeding - Checklist Examination of Executor’s Account

For lecture materials, click on Seminar Outline.

The Bank of New York

UJA Federation Conference On Estate, Tax & Financial Planning – Ethical Considerations For Trust And Estate Lawyers

UJA-Federation of NY

Claims against the Estate, Spouse’s Right Of Election, Prenuptial Agreements and Waivers of Right of Election, Disclaimers and Construction/Reformation Proceedings

New York State Bar Association (Trusts and Estates Section)

Estate Planning And Will Drafting - Ethical Considerations For Trust And Estate Lawyers

New York State Bar Association (Trusts and Estates Section)

Forensic Examination of Estate Accountings

National Conference of CPA Practitioners

Forensic Examination of Estate Accountings

Interpay/Fleet Bank

Contested Probate Proceedings

For lecture materials, click on Seminar Outline.

Westchester County Bar Association (Trusts & Estates Section)

Formal Settlement of Estates and Checklist Examination of Executor’s Account

New York State Bar Association (Trusts and Estates Section)

Spouse’s Right of Election and Disqualification

New York State Bar Association (Trusts and Estates Section)

Litigation in Accounting Proceedings in Estates & Trusts

For lecture materials, click on Seminar Outline.

Westchester Women's Bar Association (Trusts & Estates Section)

Ethical Considerations And Attorneys’ Fees

New York State Bar Association (Trusts and Estates Section)

Discovery Proceedings, Creditor’s Claims and Other Miscellaneous Proceedings

For lecture materials, click on Seminar Outline.

Westchester County Bar Association (Trusts & Estates Section)