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Lisa Newfield
Partner
Practice Areas: Trusts and Estates, Charitable Gift Planning, Exempt Organizations, Taxation
Email:  lnewfield@mccarthyfingar.com
Phone:    914-385-1032 (direct)
Fax:        914-946-0134
 
Professional Biography
Lisa is a partner of the firm and practices in the areas of Charitable Gift Planning, Exempt Organizations, Taxation and Trusts & Estates.

Lisa has lectured before Pace University School of Law, Center for Continuing Legal Education, Elder Law Section of the Westchester County Bar Association, The Westchester Women's Bar Associationand several national non-profit institutions. She has contributed to Tax Planning Tips for Professional Advisors, the newsletter of the United Jewish Appeal-Federation of Jewish Philanthropies of New York. Lisa has also appeared on the Westchester Women's Bar Association's local cable show "Financial Planning with Legal Ease."

Click at Attorney News for items of news for Lisa published on our web site. Click at Speaking Attorneys for a partial list of some of Lisa’s speaking engagements before various professional groups.

Areas of Experience:
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Lifetime and Post-mortem estate and tax planning for individuals
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Preparation of Estate, Gift and Fiduciary Tax Returns
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Administration of Trusts and Estates
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Representation of Exempt Organizations from Private Foundations to Public Charities with regards to obtaining and maintaining exempt status, major gift planning, and obtaining state approvals for gift annuity programs
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Elder law planning and Medicaid applications and fair hearings
Professional and Community Involvement:
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Member, Trusts and Estates Section of New York State Bar Association
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Member, Elder Law Section of New York State Bar Association
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Member, Trusts and Estates Section of the Westchester Women's Bar Association
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Member, American Cancer Society Planned Giving Advisory Council
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Member, Planned Giving Group of Greater New York
Education:
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J.D., University of Michigan, 1995
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B.A., George Washington University, 1992
Journals and Publications:
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Philanthropy for the Not So Wealthy (Legal Notes, Spring 1998)
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Tax Planning Tips for Professional Advisors, United Jewish Appeal-Federation of Jewish Philanthropies of New York newsletter
Admitted to Practice:
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New York
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Connecticut