News Archives

presented on "Selected Aspects of Family Wealth Transfer" as part of of an all-day program in Mount Kisco, New York on October 23, 2007 entitled "Practical Skills: Introduction to Estate Planning" for the Trusts and Estates Law Section of the New York State Bar Association.

will lecture on September 26, 2007 at Credit Suisse's offices in Rye Brook, New York on "Cutting Edge Estate Planning Strategies- Utilizing FLPs, GRATs & Sales to Defective Grantor Trusts to Leverage Gifts."

lectured on May 31, 2007 in White Plains, New York on "New Deferred Compensation Rules” for UJA Federation of NY’s 17th Annual Westchester Estate, Tax and Financial Planning Conference. For lecture materials, click on Seminar Outline.

lectured on May 25, 2006 in White Plains, New York for UJA Federation of NY’s 16th Annual Westchester Estate, Tax and Financial Planning Conference on "FLPs and LLCs – Current Status.” For lecture materials, click on Seminar Outline.

he and Kathleen Donelli lectured on "Tax Issues Related to Divorce" on May 8, 2006 at The Bank of New York in White Plains. For lecture materials, click on Seminar Outline.

lectured on May 26, 2005 in White Plains, New York for UJA Federation of NY’s 15th Annual Westchester Estate, Tax and Financial Planning Conference on "Current Strategies Using Family Limited Partnerships.” For lecture materials, click on Seminar Outline.

lectured in Tarrytown, New York on November 15, 2004 for the New York State Bar Association on "Forming and Advising Businesses".

lectured in White Plains, New York on April 26, 2004 for the Westchester County Bar Association (Co-Sponsored by the Tax and Trusts and Estates Section) on "IRS Attacks on Family Limited Partnerships and Current Strategies.” For lecture materials, click on Seminar Outline.

lectured on May 19, 2004 in White Plains, New York for UJA Federation of NY’s 14th Annual Westchester Estate, Tax and Financial Planning Conference on "IRS Attacks on Family Limited Partnerships and Current Strategies.” For lecture materials, click on Seminar Outline.

lectured in White Plains, New York on September 25, 2002 for the Westchester County Bar Association (Tax Section) on "Recent Developments involving Family Limited Partnerships & Other Gifting Techniques”

lectured in White Plains, New York on November 12, 2002 for the New York State Bar Association on "Forming and Operating the Partnership and LLP” as part of a program entitled "Practical Skills Forming and Advising Businesses"

lectured on May 15 2002 at the Crowne Plaza in White Plains, New York as part of a program hosted by Merrill Lynch and the Firm on “Retirement Planning & Estate Planning for Physicians”.

lectured on May 23, 2002 for UJA Federation of NY's 12th Annual Westchester Estate, Tax & Financial Planning Conference on "Utilizing Non Qualified Deferred Compensation in Estate, Gift & Income Tax Planning."

July, 2001 through October, 2001

lectured on September 24, 2001 for Westchester County Bar Association (Trusts & Estates and Tax Sections) on "New Qualified Plan Minimum Distribution Rules"