The Bridgewater law firm Norris McLaughlin, P.A. is proud to announce that Jill Lebowitz has been named a Member of the firm.
“We are very happy that Jill has achieved membership in the firm. This achievement is in recognition of her years of outstanding legal work and dedicated service to our clients,” said John Eagan, Managing Partner.
A resident of Watchung, Lebowitz devotes her practice to estate planning, trusts and estates administration, and counseling tax-exempt organizations.
In the area of estate planning, Lebowitz has counseled high net worth individuals and families regarding federal and state income, estate, gift and generation-skipping transfer tax issues and the development of complex estate plans. She is experienced in drafting estate planning instruments and gift tax returns on behalf of her clients.
For clients seeking assistance with trust and estate administration, Lebowitz has prepared numerous federal and state estate and inheritance tax returns and handled 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 New Jersey, New York and Delaware 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. She has extensive experience advising tax exempt organizations regarding executive compensation, excess benefit rules and intermediate sanctions, unrelated business income, domestic and international grant-making, private foundation excise taxes, scholarship programs, and fundraising issues for exempt organizations. 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 in this area.
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. She is a member of the Newark Museum Council on Trustees, New Jersey Bar Association, and the Greater Middlesex/Somerset Estate Planning Council.