Charitable Gift Planning
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 one of our Co-Chairs:
Gail M. Boggio by email (gboggio@mccarthyfingar.com) or phone (914-385-1026); or
Michael S. Kutzin by email (mkutzin@mccarthyfingar.com) or by phone (914-385-1021).
Kutzin Co-Authors Article on Retirement Accounts
Michael S. Kutzin, a member of various groups, including our Guardianship Practice, Taxation and Trusts & Estates groups, has Co-Authored an article entitled, “How “SECURE” Are You About Planning With Your Clients With Retirement Accounts? A Guide to Estate and Special Needs Planning After the SECURE Act”, published by the Elder Law and Special Needs Section of the New York State Bar Association.
Kutzin Named as Co-Chair of NYSBA Task Force on Remote Notarization and Witnessing of Estate Planning Documents
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.
Michael S. Kutzin Joins Firm as Partner
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 & Estates, Surrogate’s Court Litigation, Appellate Practice, Exempt Organizations, Taxation 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.
Susan Taxin Baer Joins Firm as Partner
We are pleased to announce that Susan Taxin Baer has joined the firm as a partner and is a member of our Trusts & Estates, Exempt Organizations, Taxation 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.
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 & Estates, Charitable Gift Planning, Exempt Organizations, Taxation and Surrogate’s Court Litigation groups.
Boggio Speaks on Estate Planning with Revocable Trusts for WWBA
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).
Boggio Elected to Executive Committee of Trusts & Estates Law Section of NYSBA
Gail M. Boggio, who co-chairs our Trusts & Estates, Tax 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.
Boggio Lectures on Estate Planning for Affluent Clients
Gail M. Boggio, a member of our Charitable Gift Planning, Taxation 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.
Boggio Elected Director of State Women’s Bar Association
Gail M. Boggio was elected as a Director of the Women’s Bar Association of the State of New York. Gail is a member of our Charitable Gift Planning, Exempt Organizations, Surrogate’s Court Litigation, Taxation and Trusts & Estates groups.
Boggio Elected President of Women’s Bar Associate of the State of New York
Gail M. Boggio was elected President of the Women’s Bar Association of the State of New York.
Boggio Lectures for WCBA on Surrogate Court Accountings
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.
Boggio Elected President-Elect of the Women’s Bar Association of the State of New York
Gail M. Boggio was elected President-Elect of the Women’s Bar Association of the State of New York.
Boggio Named Partner of Firm
Gail M. Boggio has been named a partner of the firm. Gail will continue to practice in the areas of Surrogate’s Court Litigation, Trusts and Estates, Charitable Gift Planning, Exempt Organizations and Taxation.
Boggio Elected Secretary of Eastchester Bar Association
Gail M. Boggio was elected Secretary of the Eastchester Bar Association.
Boggio Appointed Co-Chair of New Lawyers Group of Westchester Women’s Bar Association
Gail M. Boggio was appointed co-chair of the New Lawyers Group of the Westchester Women’s Bar Association.
How “SECURE” Are You About Planning With Your Clients With Retirement Accounts? A Guide to Estate and Special Needs Planning After the SECURE Act
by Michael S. Kutzin on 08/01/2020
Elder Law and Special Needs Section of the New York State Bar Association
[Read in full]Current Developments In Family Partnerships & Limited Liability Companies
by Howell Bramson on 05/27/2010
UJA Federation of NY
[Read in full]New Compliance Rules Concerning Charitable Contributions
by Howell Bramson on 03/03/1994
Legal Notes, Spring, 1994
[Read in full]| Presenter | Description | Organization | Date |
|---|---|---|---|
|
Michael S. Kutzin |
Remote Notarization and Witnessing: Update on Legislation and Best Practices |
Elder Law & Special Needs Section of the New York State Bar Association |
07/18/2021 |
|
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 |
“Planning for the Affluent Client or the Changing Landscape”. Click at Outline to see seminar outline. |
06/08/2013 |