Murtha Means More
Lisa Newfield Murtha Cullina LLP Partner

Partner

New Haven
Email: lnewfield@murthalaw.com
Phone: 203-772-7768
Fax: 860-240-5879

White Plains
Phone: 914-220-5690

Stamford
Phone: 203-772-7768
Fax: 203-653-5444

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Bar & Court Admissions

  • Connecticut
  • New York

Education

  • University of Michigan (J.D., 1995)
  • George Washington University (B.A., 1992)

Lisa Newfield


Lisa Newfield is a member of the Firm’s Trusts and Estates Department. She devotes much of her practice to personal estate planning for individuals, major gift planning for non-profit institution development offices and planned giving for non-profit institutions and philanthropists. Lisa is a noted lecturer on charitable giving, exempt organization and various trusts and estates and tax topics. She has spoken before many bar associations, educational institutions and charitable organizations, including, but not limited to, the National Conference on Philanthropic Planning, Trusts and Estates Law Section of the New York State Bar Association, Pace University School of Law, and The Westchester Women’s Bar Association. 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 Westchester County’s local cable show “Financial Planning with Legal Ease.”

 

Areas of Experience

  • Sophisticated Estate and Tax planning
  • Estate, Gift and Fiduciary Taxation, including representing fiduciaries in estate tax audits
  • Estate and Trust Administration
  • Charitable Planned Giving
  • 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
  • Asset Protection Planning
  • Elder Law Planning
  • Chair, Committee on Planned Giving, Trusts & Estates Law Section of New York State Bar Association
  • Member, Trusts and Estates Law Section of the New York State Bar Association
  • Member, Elder Law Section of New York State Bar Association
  • Member, Yeshiva University Planned Giving Advisory Council
  • Member, Murtha Cullina Diversity and Inclusion Committee

 

  • Member, Ambassadors Committee of The Community Foundation for Greater New Haven
  • Member, American Cancer Society Planned Giving Advisory Council
  • Member, Board of Directors, Philanthropic Planning Group of Greater New York
Overview

Lisa Newfield is a member of the Firm’s Trusts and Estates Department. She devotes much of her practice to personal estate planning for individuals, major gift planning for non-profit institution development offices and planned giving for non-profit institutions and philanthropists. Lisa is a noted lecturer on charitable giving, exempt organization and various trusts and estates and tax topics. She has spoken before many bar associations, educational institutions and charitable organizations, including, but not limited to, the National Conference on Philanthropic Planning, Trusts and Estates Law Section of the New York State Bar Association, Pace University School of Law, and The Westchester Women’s Bar Association. 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 Westchester County’s local cable show “Financial Planning with Legal Ease.”

 

Areas of Experience

  • Sophisticated Estate and Tax planning
  • Estate, Gift and Fiduciary Taxation, including representing fiduciaries in estate tax audits
  • Estate and Trust Administration
  • Charitable Planned Giving
  • 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
  • Asset Protection Planning
  • Elder Law Planning
Memberships
  • Chair, Committee on Planned Giving, Trusts & Estates Law Section of New York State Bar Association
  • Member, Trusts and Estates Law Section of the New York State Bar Association
  • Member, Elder Law Section of New York State Bar Association
  • Member, Yeshiva University Planned Giving Advisory Council
  • Member, Murtha Cullina Diversity and Inclusion Committee

 

Community Activities
  • Member, Ambassadors Committee of The Community Foundation for Greater New Haven
  • Member, American Cancer Society Planned Giving Advisory Council
  • Member, Board of Directors, Philanthropic Planning Group of Greater New York
Bar & Court Admissions
  • Connecticut
  • New York
Education
  • University of Michigan (J.D., 1995)
  • George Washington University (B.A., 1992)
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