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May 20, 2024

On May 20, Trusts & Estates partner Lisa Newfield will participate in a webinar hosted by George Washington University as part of its GWebinars series, promoted by the GW Office of Alumni Relations.

Lisa will present on charitable giving as a component of estate planning and key vehicles such as bequests, beneficiary designations and charitable annuities/trusts. The two other panelists will be Adam E. Moskowitz, principal at Bregman, Berbert, Schwartz & Gilday, LLC, and Todd Steinberg, D.C. Trusts & Estates practice leader from Loeb & Loeb, LLP. They will discuss key components of a properly designed estate plan and how transfer taxes may impact your estate.

Lisa is a noted lecturer on charitable giving and various trusts and estates topics. She has spoken before the New York State Bar Association, the Westchester County Bar Association, the Westchester Women’s Bar Association, educational institutions, and non-profit institutions. In her practice, Lisa represents individuals and families with sophisticated estate planning, trust and estate administration, tax planning, family business succession planning and charitable giving.

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