Home » Practice Areas » Trusts & Estates » Speaking Engagements

Speaking Engagements on Trusts & Estates

PresenterDescriptionOrganizationDate
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

Discovery Proceedings in the Surrogate's Court (Turnover Phase, Discovery & Trial)

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

June 11, 2014
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

Discovery Proceedings in the Surrogate's Court (Turnover Phase, Discovery & Trial)

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

June 05, 2014
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

Discovery Proceedings in the Surrogate's Court (Turnover Phase, Discovery & Trial)

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

May 29, 2014
Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates Lawyer

Gail M. Boggio

Estate Planning and Family Wealth Transfers

Richmond County Bar Association (Surrogate's Court Committee)

December 10, 2013
Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates Lawyer

Gail M. Boggio

Revocable Trusts – The Will Substitute, Part II – Litigation. Click at Outline to see seminar outline.

Westchester County Bar Association (Trusts & Estates Section)

June 20, 2013
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
Howell Bramson, White Plains Business & Tax Lawyer

Howell Bramson

US Income Tax & Estate Planning for Non-Citizens

For lecture materials, click on Seminar Outline.

UJA Federation of NY, Tarrytown, NY

May 23, 2013

Preparing for Estate Administration

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

December 10, 2012
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
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

Power of Attorney: Practice & Litigation in Guardianship Court

Westchester County Bar Association (Trusts & Estates Section)

June 18, 2012
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

Living Wills & Power of Attorney Forms

Karpas Health-Beth Israel, Manhattan

May 23, 2012
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

Update on Elder Law

For lecture materials, click on Seminar Outline.

American Council on Gift Annuities, San Francisco, California

April 20, 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

Charitable Gift Planning

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

October 24, 2011
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

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

Gail M. Boggio

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

September 21, 2011
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

"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

July 19, 2011
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

"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

June 02, 2011
Howell Bramson, White Plains Business & Tax Lawyer

Howell Bramson

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

May 19, 2011
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

"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

March 08, 2011
Howell Bramson, White Plains Business & Tax Lawyer

Howell Bramson

Estate and Tax Issues

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

October 14, 2010
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

"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)

June 07, 2010
Howell Bramson, White Plains Business & Tax Lawyer

Howell Bramson

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

May 27, 2010
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
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

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

November 20, 2009
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

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

October 29, 2009
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

"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

June 12, 2009
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

"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)

June 01, 2009
Howell Bramson, White Plains Business & Tax Lawyer

Howell Bramson

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

May 21, 2009
Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates Lawyer

Gail M. Boggio

“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.

October 23, 2008
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

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

October 07, 2008
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

"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.

June 03, 2008
Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates Lawyer

Gail M. Boggio

"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)

November 13, 2007
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

"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

October 23, 2007
Howell Bramson, White Plains Business & Tax Lawyer

Howell Bramson

"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

October 23, 2007
Howell Bramson, White Plains Business & Tax Lawyer

Howell Bramson

"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

September 26, 2007
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
Howell Bramson, White Plains Business & Tax Lawyer

Howell Bramson

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

May 31, 2007
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

"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

May 16, 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
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

"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)

May 14, 2007
Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates Lawyer

Gail M. Boggio

"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.

November 28, 2006
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

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

White Plains, New York, Pace University School of Law

November 15, 2006
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

Administration of Estates, with an emphasis on Tax Issues

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

October 24, 2006
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

Ethical Considerations and Attorney Fees

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

October 24, 2006
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

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

New York, New York, Calvary Hospital

September 21, 2006

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
Howell Bramson, White Plains Business & Tax Lawyer

Howell Bramson

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

May 26, 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
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

"Post-Probate Proceedings"

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

May 18, 2006
Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates Lawyer

Gail M. Boggio

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

May 18, 2006
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

Surrogate's Court Discovery Proceedings

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

October 27, 2005
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

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

October 05, 2005

"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
Howell Bramson, White Plains Business & Tax Lawyer

Howell Bramson

"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

May 26, 2005

"Creative Charitable Planned Giving Techniques"

American Red Cross, Cincinnati Area Chapter

May 24, 2005
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

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

May 19, 2005

"Demystifying Gifts of Tangible Personal Property"

Planned Giving Group of Greater New York, New York City

May 04, 2005
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

"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)

April 18, 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
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

"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

March 15, 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
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

"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

February 07, 2005
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

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

December 03, 2004
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

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

October 05, 2004

"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
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

"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)

June 07, 2004

"Charitable Gifts of Unusual Assets”

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

May 19, 2004
Howell Bramson, White Plains Business & Tax Lawyer

Howell Bramson

"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

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
Howell Bramson, White Plains Business & Tax Lawyer

Howell Bramson

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)

April 26, 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
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

"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)

November 24, 2003
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
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

Contested Accountings

For lecture materials, click on Seminar Outline.

Westchester County Bar Association

May 05, 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
Howell Bramson, White Plains Business & Tax Lawyer

Howell Bramson

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

Westchester County Bar Association

September 25, 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
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

Benefits of Donating Art to Charity

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

July 10, 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
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

"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)

June 10, 2002
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

"Income Tax Issues in Elder Law Planning"

Pace University School of Law's Continuing Legal Education program

June 06, 2002

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

New York State Bar Association, New York City

June 04, 2002
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

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

New York State Bar Association (Trusts and Estates Section)

May 31, 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
Howell Bramson, White Plains Business & Tax Lawyer

Howell Bramson

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

UJA-Federation of NY

May 23, 2002
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

Ethics & Tactics in Surrogate's Court Practice

For lecture materials, click on Seminar Outline.

The Bank of New York

May 21, 2002
Howell Bramson, White Plains Business & Tax Lawyer

Howell Bramson

Retirement Planning & Estate Planning for Physicians

Merrill Lynch and McCarthy Fingar et al.

May 15, 2002

"Funding Charitable Remainder Trusts with Real Estate"

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

May 07, 2002
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

Estate Planning for the Dysfunctional Family

For lecture materials, click on Seminar Outline.

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

May 06, 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
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

Revocable Trusts and Ethical Considerations for Estate Planners

New York State Bar Association (Trusts and Estates Section)

October 23, 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
Howell Bramson, White Plains Business & Tax Lawyer

Howell Bramson

New Qualified Plan Minimum Distribution Rules

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

September 24, 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
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

Ethics in Surrogate’s Court Litigation

Westchester County Bar Association (Trusts & Estates Section)

June 11, 2001
Howell Bramson, White Plains Business & Tax Lawyer

Howell Bramson

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

UJA-Federation of NY’s Westchester Division

May 24, 2001
Lisa Newfield, Trusts & Estates & Charitable Planned Giving Lawyer

Lisa Newfield

"Special Problems in Fiduciary Income Taxation"

New York State Bar Association

May 21, 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
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

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

For lecture materials, click on Seminar Outline.

The Bank of New York

November 12, 2000
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

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

UJA-Federation of NY

October 18, 2000
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

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)

May 11, 2000
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

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

New York State Bar Association (Trusts and Estates Section)

November 16, 1999
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

Forensic Examination of Estate Accountings

National Conference of CPA Practitioners

November 09, 1999
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

Forensic Examination of Estate Accountings

Interpay/Fleet Bank

June 16, 1999
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

Contested Probate Proceedings

For lecture materials, click on Seminar Outline.

Westchester County Bar Association (Trusts & Estates Section)

June 07, 1999
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

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

New York State Bar Association (Trusts and Estates Section)

May 09, 1999
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

Spouse’s Right of Election and Disqualification

New York State Bar Association (Trusts and Estates Section)

December 10, 1998
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

Litigation in Accounting Proceedings in Estates & Trusts

For lecture materials, click on Seminar Outline.

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

November 17, 1998
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

Ethical Considerations And Attorneys’ Fees

New York State Bar Association (Trusts and Estates Section)

October 02, 1998
Frank W. Streng, White Plains Estate Litigation Lawyer

Frank W. Streng

Discovery Proceedings, Creditor’s Claims and Other Miscellaneous Proceedings

For lecture materials, click on Seminar Outline.

Westchester County Bar Association (Trusts & Estates Section)

June 09, 1997