Norris McLaughlin, P.A., is pleased to present a series of presentations on significant legal issues facing human resource professionals, business owners, and in-house lawyers. These seminars will highlight timely legal developments and managerial concerns in labor and employment law.
The final seminar of the series, Hot Topics, set for December 13, will feature a panel of speakers presenting in-depth on five emergent topics, which include:
James J. Costello, Jr., a Member of law firm Norris McLaughlin, P.A., and Co-Chair of its Trust, Estate and Individual Tax Group, will be a featured speaker at “Using Trusts in Estate Planning and Asset Protection,” sponsored by The National Business Institute (NBI). The seminar will take place at the Courtyard Princeton on Thursday, November 15, and Friday, November 16, from 9:00 am to 4:30 pm.
The seminar will address the effective use of trusts in estate planning and asset protection. Presenters will explore a variety of planning tools that will help tailor a trust that fits the client’s specific situation. CLE, CPE, IACET, and PACE credits are available. For more information or to register, please visit the NBI’s web site here.
Costello focuses his practice on estate planning and administration, litigation and disputes among beneficiaries, general federal and state tax law and controversies, and the formation, dissolution, purchase, sale and mergers of all types of closely-held business entities.
Costello represents individuals in all aspects of general and sophisticated estate planning, including drafting wills, lifetime and testamentary trusts, powers of attorney, health care directives, prenuptial agreements and co-habitation agreements, employing sophisticated strategies when warranted matters include family limited liability companies (“LLCs”), sales to intentionally defective grantor trusts, spousal lifetime access trusts (“SLATS”), dynasty trusts and charitable trusts. His representation of fiduciaries covers all aspects of estate and trust administration, including preparation and filing of federal and state estate and income tax returns; representation in IRS and New Jersey Division of Taxation audits; litigation and disputes among beneficiaries; preparation and filing of federal and state estate and inheritance tax returns; and defending those returns on audit.
Costello has published articles and lectured extensively to civic and professional groups on estate planning, elder law, and tax law topics. He is a former Trustee and Advisory Board Council member of Alzheimer’s New Jersey (formerly known as the Greater New Jersey Chapter of the Alzheimer’s Association), and a former Trustee and Secretary of the Bernardsville Library Foundation, Inc. and currently serves on the Vestry of the Church of St. John on the Mountain in Bernardsville. Costello earned his J.D. from Western New England College School of Law and his M.L.T. from Georgetown University Law Center.
Bruder, along with Grant Gallagher, Manager of External Affairs and Financial Education at Affinity Federal Credit Union, will speak on “Employee Engagement in Workplace Wellness Programs.” The event is free and open to the public. To register, please click here.
Bruder is experienced in all aspects of defined contribution and defined benefit plans, deferred compensation arrangements, stock option plans, employee stock ownership plans, and other incentive and equity-based compensation arrangements. He frequently counsels clients on plan qualification and administration issues, ERISA fiduciary matters, plan compliance issues, and employee benefits matters in the context of business reorganizations. In addition, Bruder is knowledgeable in the handling of group health plans, cafeteria plans, and other health and welfare benefits arrangements. He is a frequent lecturer on employee benefits and has published articles in The Exempt Organizations Tax Review and New Jersey Law Journal and has been quoted in The Hedge Fund Law Report. Bruder received his LL.M., with distinction, from Georgetown University Law Center, his J.D. from Widener University School of Law, and his B.A. from LaSalle University.
The law firm of Norris McLaughlin, P.A., is proud to announce that it has been selected for inclusion in fifteen practice areas in the 2019 Best Law Firms rankings by U.S. News Media Group and Best Lawyers. This marks the ninth consecutive year the firm has earned Metropolitan First Tier rankings in New Jersey. The firm’s full listing of First Tier rankings is, as follows:
The mission of Best Law Firms from the start has been to help guide referring lawyers and clients – from the country’s largest companies needing corporate legal advice to individuals needing to get a divorce or write a will – issues that have a bet-the-company implication (in the case of a corporation) or a potentially life-changing result (in the case of an individual). The U.S. News – Best Lawyers® Best Law Firms rankings are based on a rigorous evaluation process that includes the collection of client and lawyer evaluations, peer review from leading attorneys in their fields, and review of additional information provided by law firms as part of the formal submission process. A full listing is posted online here.
James J. Costello, Jr. will be a presenter at the seminar “Using Trusts in Estate Planning and Asset Protection.” The 2 day seminar is sponsored by the National Business Institute and will take place on Thursday, November 15 and Friday, November 16 from from 9:00 am to 4:30 pm at the Courtyard Princeton. CLE and CPE credits are available.
The seminar will guide attendees through how to effectively use trusts for estate planning and asset protection. Attendees will explore a variety of planning tools that will help them tailor a trust that fits their client’s specific situation.
Find out how to select the best trust option for each unique situation.
Protect retirement accounts with the use of IRA trusts.
Use trusts to help clients qualify for Medicaid while protecting their assets.
Discover ways to structure special needs trusts so beneficiaries still qualify for public benefits.
Learn how to minimize client’s tax burdens with the use of defective trusts.
Properly handle the administration of a trust.
Clarify who the client is to avoid conflicts of interest and other ethical violations.
The basic to intermediate level seminar is designed for professionals involved in structuring and administering trusts:
Norris McLaughlin is proud to be a sponsor of the Inaugural NJ Cannabis Summit. The summit, “Growing a Sustainable Industry in the Garden State,” sponsored by NJ Cannabis Media, will take place on Wednesday, October 24, 2018 from 7:30am to 5:30pm at the Forsgate Country Club in Monroe, NJ. To learn more and to register, please click here.
Danielle M. DeFilippis, a Member of law firm Norris McLaughlin, P.A., will moderate a panel session, “Educating the Future Workforce of New Jersey’s Food Industry,” at the New Jersey Food & Beverage Summit conference. Sponsored by NJBIZ, the New Jersey Department of Labor and Workforce Development, and the Rutgers Food Innovation Center, the conference will be held Tuesday, October 16, at The Palace at Somerset Park in Somerset.
Panelists include David Kennedy of VAC-U-MAX, Dr. Dave Rapaport of Siemens, Nolan Lewin of Rutgers Food Innovation Center, and Mark Macellaro of Lassonde Pappas and Company, Inc.
The summit will feature exhibits, information sessions, panel discussions and speakers focused on the changing landscape of economic and workforce development within New Jersey’s food industry. As an industry sponsor, the firm will also be exhibiting at the event. To learn more and register, please visit njfoodbeveragesummit.com.
DeFilippis focuses her practice on intellectual property matters and litigation. She represents individual and corporate clients in all phases of litigation, from commencement through trial, and regularly serves as lead counsel in cases before federal and state courts, the Trademark Trial and Appeal Board of the U.S. Patent and Trademark Office, and alternative resolution forums. DeFilippis has represented clients in cases involving trademark and copyright infringement, false advertising, commercial disparagement, business torts, deceptive trade practices, Lanham Act claims, state and federal unfair competition laws, and other business disputes. She is an author for the Norris McLaughlin trademark, copyright, and unfair competition blog, More Than Your Mark. DeFilippis received her J.D. from Seton Hall University School of Law and her B.A. from The Pennsylvania State University.
Norris McLaughlin, P.A., is proud to be a sponsor of the New Jersey Food & Beverage Summit. The event will feature exhibits, information sessions, panel discussions, and speakers focused on the changing landscape of economic and workforce development within the Garden State’s food industry.
Date: Tuesday, October 16, 2018
Time: 9am to 3pm
Where: The Palace at Somerset Park – 333 Davidson Road, Somerset, NJ 08873
Brewer focuses his practice in the areas of commercial financing, leasing, acquisitions and sales, loan restructuring and workouts, loan sales and purchases, and distressed debt transactions. He represents lenders and borrowers in connection with commercial and mezzanine loans secured by real property and other assets, commercial construction financing, and workouts and foreclosures. Brewer also advises lenders on restructuring defaulted loans and negotiating forbearance agreements, deed in lieu agreements, and modifications and amendments to loan documentation. In addition, he prepares and negotiates leases on behalf of landlords and tenants of retail, restaurant, industrial and office properties and negotiates and closes sales contracts for sellers and purchasers of real property.
Brewer also advises clients on the sale and purchase of distressed assets and lenders in connection with the financing of such transactions and has considerable experience representing lenders and borrowers in transactions involving commercial mortgage-backed securities.
Brewer earned his J.D. from Quinnipiac University School of Law in 1994 and his B.A. from Connecticut College in 1990. He is a member of the New York State Bar Association and the Real Property Law Section.
Visit our Cooperative (“Co-op”) and Condominium Law Attorney Michael T. Reilly at The Cooperator Expo New York, the biggest expo for cooperatives, condominiums, and apartments in New York! The expo aims to attract board members, shareholders and managing agents, allowing them to communicate with building service professionals, attend educational seminars, learn about services that may benefit them, and discover what’s new in the residential housing community. Make sure to stop by booth 531 to say hi and pick up some Norris McLaughlin, P.A., goodies, and learn more about our services!
