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Speaking Engagements for 2001

PresenterDescriptionOrganizationDate

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

"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

"Understanding Defenses in Laparoscopy Cases"

American Trial Lawyers Association, Montreal, Canada

July 01, 2001
Kathleen Donelli, White Plains Divorce Lawyer

Kathleen Donelli

Access to Children’s Medical Records

Lorman Education Services

June 19, 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

"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
Howell Bramson, White Plains Business & Tax Lawyer

Howell Bramson

Taxation of Technology Companies

Lorman Education

May 15, 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
Joseph P. Harrington, White Plains Commercial Finance & Banking Lawyer

Joseph P. Harrington

Commercial Real Estate Transactions

Pace University College of Law, White Plains, New York

January 17, 2001