Charitable Gift Planning

The McCarthy Fingar Team

McCarthy Fingar maintains a reputation in White Plains and Westchester and throughout the New York metropolitan region as a leading law firm in the Charitable Gift Planning field. When it comes to planning for major charitable gifts, clients need lawyers who understand how to make gifts in a tax efficient fashion and to carry out an individual client’s charitable objectives. McCarthy Fingar’s Charitable Gift Planning lawyers have the knowledge and experience to provide services to individual clients and charitable organizations. Our attorneys counsel local and national charitable organizations on major gift plans, help them establish planned giving programs that utilize tax benefits to increase giving by their donors, and participate in the planning of large gifts, including the presentation of tax benefits and the drafting of appropriate agreements to effect the gifts. We also represent individual clients in the development and implementation of estate planning strategies that are designed to minimize or avoid estate taxes through the use of trusts that provide income/assets to our clients together with satisfying a client’s charitable wishes. Tax and estate planning for individual clients frequently involves utilization of charitable trusts and other split interest trusts as well as private charitable foundations. For further information, see our Exempt Organizations practice area.

McCarthy Fingar’s Leadership in the Community

McCarthy Fingar’s Charitable Gift Planning lawyers are often in the news and are frequent lecturers on charitable giving topics. Click on news above to see what our lawyers in our Charitable Gift Planning group are doing. Click on speaking engagements above to see the different speaking engagements of our Charitable Gift lawyers.

Contact Us

McCarthy Fingar’s Charitable Gift Planning lawyers are dedicated to our clients’ success. If you think you may require our assistance or have any questions, please contact Howell Bramson by email (hbramson@mccarthyfingar.com) or by phone (914-385-1017) or Gail M. Boggio by email (gboggio@mccarthyfingar.com) or phone (914-385-1026).

06/19/2020

Kutzin Named as Co-Chair of NYSBA Task Force on Remote Notarization and Witnessing of Estate Planning Documents

Michael S. Kutzin

During the COVID-19 health care crisis, McCarthy Fingar lawyers have remotely supervised the execution of many Wills, Trust Agreements and related documents. We are pleased to announce that Michael S. Kutzin, a member of various groups, including our Guardianship Practice, Trusts & Estates and Surrogate’s Court Litigation groups, has been named as a co-Chair of the NYSBA Joint Elder Law and Trusts & Estates Sections Task Force on Remote Notarization and Remote Witnessing of Estate Planning documents.

02/01/2020

Michael S. Kutzin Joins Firm as Partner

Michael S. Kutzin

We are pleased to announce that Michael S. Kutzin has joined the firm as a partner and is a member of our Guardianship Practice, Trusts & EstatesSurrogate’s Court LitigationAppellate PracticeExempt OrganizationsTaxation and Charitable Gift Planning groups. Michael joins McCarthy Fingar from Goldfarb Abrandt Salzman & Kutzin LLP, where he had been a partner for 17 years. Michael has extensive experience with all forms of Surrogate’s Court and Guardianship proceedings, from the most routine to the most complex and contentious. He has appeared in Westchester matters for years, as well as Surrogate’s Court and Guardianship cases in New York City.

01/01/2020

Susan Taxin Baer Joins Firm as Partner

Susan Taxin Baer

We are pleased to announce that Susan Taxin Baer has joined the firm as a partner and is a member of our Trusts & EstatesExempt OrganizationsTaxation and Charitable Gift Planning groups. Prior to joining the firm, Sue was the principal attorney of her own firm, which she opened in 1993 with offices in Westchester and New York City. Sue concentrates in estate planning, trust and estate administration, and charitable giving, representing high net worth individuals as well as those of modest means.

02/04/2019

Felsenfeld Joins Firm as an Associate Attorney

We are pleased to announce that Natalie S. Felsenfeld has joined our firm as an associate attorney. Natalie is a member of our Trusts & EstatesCharitable Gift PlanningExempt OrganizationsTaxation and Surrogate’s Court Litigation groups.

04/16/2015

Boggio Speaks on Estate Planning with Revocable Trusts for WWBA

Gail M. Boggio

Gail M. Boggio, who co-chairs our Trusts & Estates and Surrogate’s Court Litigation groups, spoke on April 16, 2015 on “Estate Planning with the Revocable Trust” for the Westchester Women’s Bar Association (Trusts & Estates and New Lawyer Committees). 

01/28/2015

Boggio Elected to Executive Committee of Trusts & Estates Law Section of NYSBA

Gail M. Boggio

Gail M. Boggio, who co-chairs our Trusts & EstatesTax and Surrogate’s Court Litigation groups, was elected to the Executive Committee of the Trusts & Estates Law Section of the New York State Bar Association. Gail serves as Vice Chair of the Continuation Legal Education Committee.

06/08/2013

Boggio Lectures on Estate Planning for Affluent Clients

Gail M. Boggio

Gail M. Boggio, a member of our Charitable Gift PlanningTaxation and Trusts & Estates groups, lectured on “Planning for the Affluent Client or the Changing Landscape” at the Annual Convention of the Women’s Bar Association for the State of New York in Philadelphia, Pennsylvania. Gail’s presentation discussed, among other topics, lifetime giving to reduce the New York estate tax; planning for retirement assets; the continuing value of the bypass trust; and the new portability rules. Click at Outline to see seminar outline.

11/13/2007

Boggio Lectures for WCBA on Surrogate Court Accountings

Gail M. Boggio

Gail M. Boggio lectured in White Plains, New York on November 13, 2007 for the Westchester County Bar Association (Trusts & Estates Section) on “Everything you Wanted to Know About Preparing Surrogate Court Accountings (but was afraid to ask)”. For lecture materials, click on Seminar Outline.

01/01/2007

Boggio Named Partner of Firm

Gail M. Boggio

Gail M. Boggio has been named a partner of the firm. Gail will continue to practice in the areas of  Surrogate’s Court LitigationTrusts and Estates, Charitable Gift Planning, Exempt Organizations and Taxation.

03/01/2002

Boggio Elected Secretary of Eastchester Bar Association

Gail M. Boggio

Gail M. Boggio was elected Secretary of the Eastchester Bar Association.

New Compliance Rules Concerning Charitable Contributions

by Howell Bramson on 03/03/1994 Howell Bramson

Legal Notes, Spring, 1994

[Read in full]
Presenter Description Organization Date
Gail M. Boggio
Gail M. Boggio

Estate Planning with the Revocable Trust

Westchester Women’s Bar Association (Trusts & Estates and New Lawyer Committees)

04/16/2015
Gail M. Boggio
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

06/08/2013