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Lisa Newfield, a partner in the Trusts & Estates practice at Murtha Cullina, represents individuals and families with sophisticated estate planning, trust and estate administration, tax planning, family business succession planning, and charitable giving.  Lisa also advises nonprofit institutions’ development and planned giving departments.

Lisa's areas of experience include:

  • 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

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.

  • Panelist, "GW Series: Estate Planning Webinar," George Washington University, (May 20, 2024)
  • New York State Bar Association 

    • Trusts & Estates Law Section, Charitable Planning Committee Vice Chair

    • Elder Law Section, Member

  • Murtha Cullina Diversity, Equity & Inclusion Committee, Member

  • Fairfield County Bar Association, Probate Section, Former Co-chair

  • Charitable Gift Planners of Connecticut, Board Member 

  • The Community Foundation for Greater New Haven, Ambassadors Committee

  • American Cancer Society, Planned Giving Advisory Council 

  • Yeshiva University, Planned Giving Advisory Council

  • Philanthropic Planning Group of Greater New York, Former Board Member

Areas of Focus