Speaking Engagements for 2005

"Professional Ethics"

Committee on Attorney Professionalism 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

"Anatomy of an Election: Issues for Election Law Lawyers"

White Plains, New York, Westchester Women's 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.

Resolution of Conflicts Between E-Sign & UETA – “Another Oar Dipped Into Troubled Waters” See Seminar Presentation.

National Association for Variable Annuities, Washington, D.C.

"Advanced Partnerships, LLCs And LLPs: Organization and Operation In New York". Click on Family Limited Partnerships and Hedge Funds for Power Point presentations.

Lorman Education Services, White Plains, New York

"Creative Charitable Planned Giving Techniques"

Jewish Community Board of Akron, Akron, Ohio

"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

"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

"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

Commercial Lending Issues, as part of a program on "Commercial Real Estate Transactions"

Pace University School of Law, White Plains, New York

"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

Ethics and Professionalism

For lecture materials, click on Seminar Outline.

Pace University School of Law