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Jill Lebowitz to Facilitate 8th Annual Probate Symposium

Posted on March 6th, 2017

Jill Lebowitz, a Member of the Bridgewater-based law firm Norris McLaughlin, P.A., and Vice Chair of the New Jersey State Bar Association (NJSBA) Real Property, Trust & Estate Law Section, will be a moderator and speaker at the 8th Annual Probate Symposium to be held Friday, March 17, at the New Jersey Law Center. The event is sponsored by the New Jersey Institute for Continuing Legal Education in cooperation with the NJSBA Real Property, Trust & Estate Law Section and the NJSBA Senior Lawyers Special Committee.

This year’s symposium will feature knowledge and expertise gained from many years of estate planning practice, including updates on elder law and special needs trusts; retirement benefits; estate and trust litigation; charitable remainder trusts; estate planning for digital assets; and gift, estate, and income tax issues; as well as the phasing out of the New Jersey Estate Tax.  Lebowitz, along with Glenn A. Henkel, Esq., and Richard H. Greenberg, Esq., will discuss “No More Discounts (Maybe) and No More Federal and NJ Estate Tax (Maybe).”  For more information or to register, visit www.njicle.com or call (732)214-8500.

Lebowitz devotes her practice to estate planning, trust and estate administration, and counseling tax-exempt organizations. In the area of estate planning, Lebowitz counsels individuals and families regarding simple and complex estate planning, business succession issues, philanthropic planning, and elder law issues.  She is experienced in drafting estate planning instruments, including wills, insurance trusts, dynasty trusts, charitable trusts, grantor retained annuity trusts, qualified personal residence trusts, shareholders agreements, limited liability company operating agreements, durable powers of attorney, and advance directives for health care.

In the area of trust and estate administration, Lebowitz prepares numerous federal and state estate and inheritance tax returns. In addition, she drafts disclaimers and agreements regarding post-mortem planning, prepares informal distribution agreements, judicial fiduciary accountings, and court proceedings to effect final distribution of estates and trusts. She also counsels individuals and financial institutions about their fiduciary duties as personal representatives and trustees, including advising on legal and tax issues, and issues relating to trust administration.

On behalf of tax-exempt organizations, Lebowitz drafts non-profit corporation documents and prepares federal applications for tax exempt status, state charitable registration filings, and state property and sales tax exemption applications. She advises individuals, family and corporate foundations, and tax exempt organizations on non-profit corporate governance, 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.

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.