Jill Lebowitz Elected to Board of Trustees of Regional Estate Planning Council

Posted on June 2nd, 2011

May 20, 2011

Norris McLaughlin, P.A.
721 Route 202-206, Suite 200
P.O. Box 5933
Bridgewater, NJ 08807-5933
Contact: Edward C. Miller, Jr.
Chief Marketing Officer
(908) 722-0700 x4224

Jill Lebowitz Elected to Board of Trustees of Regional Estate Planning Council

Bridgewater, NJ (June 2, 2011) – On Tuesday, May 10, 2011, Jill Lebowitz, a Member of the Bridgewater-based law firm Norris McLaughlin, P.A., was elected to the Board of Trustees of the Greater Middlesex Somerset Estate Planning Council, an affiliated local estate planning council of the National Association of Estate Planners and Councils (NAEPC) serving Middlesex and Somerset

The mission of the National Association of Estate Planners and Councils is to promote the multi-disciplinary approach to estate planning by supporting local estate planning councils and their members and by encouraging the formation of new councils. NAEPC encourages attainment of the Accredited Estate Planner® (AEP®) and Estate Planning Law Specialist (EPLS) designations by qualified estate planning professionals and supports efforts of The NAEPC Foundation to increase public awareness of the importance of estate planning by a team of professional advisors. The Greater Middlesex Somerset Estate Planning Council offers its members education and networking opportunities.

Lebowitz, a resident of Watchung, devotes her practice to estate planning, trusts and estates administration, and counseling tax-exempt organizations.

In the area of estate planning, Lebowitz counsels individuals and families regarding federal and state, estate, gift and generation-skipping transfer tax issues, and the development of complex estate plans. She is experienced in drafting estate planning instruments including: wills, insurance trusts, dynasty trusts, charitable trusts, grantor retained annuity trusts, family limited partnership agreements, limited liability company operating agreements, durable powers of attorney and advance directives for health care. In addition, she prepares numerous gift tax returns on behalf of her clients in this area.

For clients seeking assistance with trust and estate administration, Lebowitz prepares numerous federal and state estate and inheritance tax returns and handles estate and inheritance tax examinations. In addition, she is knowledgeable in drafting disclaimers and agreements regarding post-mortem planning, and preparing informal distribution agreements, formal judicial accounts and court proceedings to effect final distribution of estates and trusts. She also assists fiduciaries in transferring estate and trust assets and funding inter vivos and testamentary trusts, and she counsels individuals and financial institutions regarding their fiduciary duties as executors and trustees.

On behalf of tax-exempt organizations, Lebowitz drafts nonprofit corporation documents and advises exempt organizations regarding nonprofit corporate governance. She also prepares federal applications for recognition of tax exempt status, state charitable registration filings and applications for property tax and sales tax exemption. Lebowitz has extensive experience advising tax exempt organizations on private foundation excise taxes, domestic and international grant-making, executive compensation, excess benefit rules and intermediate sanctions, unrelated business income, scholarship programs, and fundraising issues. She has also drafted numerous charitable gift agreements, pledge agreements and endowment agreements, and advised individuals and institutions regarding charitable giving, including contributions of securities, real property and tangible personal property. Lebowitz regularly counsels individuals, family and corporate foundations, and exempt organizations including universities, performing arts centers, museums, orchestras, private schools, religious organizations, nursing homes, hospitals, historic preservation organizations, social welfare organizations, and trade associations.

Lebowitz serves on the Board of Consulters for the New Jersey State Bar Association Real Property, Trust and Estate Tax Law Section. She is a member of the Newark Museum Business and Community Council on Trustees and a founding member of One Hundred Women Making a Difference, Inc.

Lebowitz earned her LL.M. in Taxation from New York University School of Law, her J.D. from Rutgers University School of Law—Newark and her B.A. from New York University.

Back To Top