Lisa Newfield

Lisa Newfield represents individuals and families with sophisticated estate planning, trust and estate administration, tax planning, family business succession planning, and charitable giving.  Lisa also advises non-profit institutions’ development and planned giving departments.

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.  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

• Privately Owned Businesses
• Probate and Trust Dispute Resolution
• Tax
• Tax Practice and Procedure
• Tax-Exempt Organizations
• Trusts and Estates

• Vice Chair, Charitable Planning Committee, Trusts & Estates Law Section of New York State Bar Association 
• Member, Elder Law Section of New York State Bar Association 
• Member, Murtha Cullina Diversity, Equity and Inclusion Committee
• Former Co-Chair of the Probate Section of the Fairfield County Bar Association

• Board Member, Charitable Gift Planners of Connecticut 
• Member, Ambassadors Committee of The Community Foundation for Greater New Haven
• Member, American Cancer Society Planned Giving Advisory Council 
• Member, Yeshiva University Planned Giving Advisory Council
• Former Board Member, Philanthropic Planning Group of Greater New York

• February 9, 2021 - Lisa Newfield Joins Charitable Gift Planners of Connecticut Board of Directors
• December 15, 2017 - Lisa Newfield Recognized as “Responsible 100” by City & State New York
• February 24, 2015 - Lisa Newfield Joins Trusts and Estates Department

• May 26, 2020 - Trusts & Estates Group News: Turns Out, You Can't Take It With You
• October 27, 2017 - Trusts & Estates Group News - Are You Looking Forward To 2018? We Are!

• November 9, 2017 - Lisa Newfield to present to the Planned Living Group on Estate Administration from Probate to Settlement
• October 31, 2017 - Lisa Newfield will present on ethics related to estate planning
• June 27, 2017 - Lisa Newfield will co-host The Community Foundation's Professional Advisor Happy Hour
• April 27, 2017 - Lisa Newfield provided introductory remarks at the FCBA's Probate Judges Luncheon
• April 19, 2017 �" Lisa Newfield presented on the administration of a NY estate (from probate to settlement of the estate).
• March 18, 2017 - Lisa Newfield presented on estate planning and charitable giving
• April 8, 2016 - Lisa Newfield spoke at the American Council on Gift Annuities at the National Conference in St. Louis, MO on Charitable Lead Trusts.
• January 27, 2016 - Lisa Newfield chaired the New York State Bar Association™s Trusts and Estates Section annual program and luncheon. The program was on planned giving.
• October 2015 - Lisa Newfield to speak at two sessions to planned giving officers and major gift officers of the Salvation Army Eastern Territory on current issues in this field, planning tips and traps
• May 2014 - Lisa Newfield to give Estate and Gift Tax Planning Presentation to the Salvation Army

• April 14, 2016 - Trusts and Estates Video News: Lisa Newfield on New York Estate Tax Law Changes

• Connecticut
• New York

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