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Jill Lebowitz to Speak on New Jersey Inheritance Tax at NJICLE 2021 Estate Planning Summer Institute

July 29, 2021

Jill Lebowitz, a Member of the law firm Norris McLaughlin, P.A., and Co-Chair of its Estate, Trust, and Tax Law Practice Group, will present “Digging Deeper into the New Jersey Inheritance Tax” virtually once again for the New Jersey Institute for Continuing Legal Education (NJICLE) Estate Planning Summer Institute on Friday, July 30, at 9:00 a.m.

“Being my fifth time presenting on the New Jersey inheritance tax for the Estate Planning Summer Institute, I look forward to further discussion with those in attendance about the changes that have occurred this year,” said Lebowitz.

About the New Jersey Estate Planning Summer Institute

This annual program provides an in-depth look at estate planning, featuring an advanced analysis of the most pressing estate planning topics during the current year. Topics to be addressed include law and procedure, essential drafting techniques, and information to elevate an attorney’s practice.

The two-day program, co-sponsored by the New Jersey State Bar Association Real Property, Trust and Estate Law Section, will be held on Thursday, July 29, and Friday, July 30, 9:00 a.m. – 4:00 p.m., as a live webcast. This year offers 13.9 New Jersey CLE credits, including 1.2 ethics/professionalism credits. New York and Pennsylvania CLE credits are also available. For more information and to register, visit njsba.com or call (732) 214-8500.

About Jill Lebowitz

Lebowitz devotes her practice to estate planning, trust and estate administration, and counseling tax-exempt organizations. She is experienced in drafting sophisticated estate planning instruments and counseling individuals and families regarding estate, gift, and generation-skipping transfer tax issues. Lebowitz advises clients on the development of both simple and complex estate plans, philanthropic planning, and business succession issues. She drafts estate planning instruments including wills, revocable living trusts, 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 addition, Lebowitz handles all aspects of trust and estate administration, as well as fiduciary litigation and guardianship matters. She prepares federal and state estate and inheritance tax returns and federal gift tax returns. Lebowitz is knowledgeable in drafting disclaimers and agreements regarding post-mortem planning, informal distribution agreements, judicial fiduciary accountings, and handling court proceedings to effect final distribution of estates and trusts. She also counsels individuals and financial institutions regarding their fiduciary duties as personal representatives and trustees, including advising on legal and tax issues, as well as issues in connection with administering trusts. She also assists individuals, families, and fiduciaries with all aspects of fiduciary litigation and handles guardianship matters.

Lebowitz regularly advises tax exempt organizations regarding federal tax exemption issues, state charitable registration filings, and governance issues. On behalf of tax-exempt organizations, she drafts nonprofit corporation documents and prepares federal applications for tax exempt status, state charitable registration filings, and state property tax and sales tax exemption applications. Lebowitz has extensive experience advising individuals, family and corporate foundations, and tax-exempt organizations on nonprofit 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 is a Fellow of The American College of Trust and Estate Counsel (ACTEC), a national organization of approximately 2,500 lawyers elected to membership by demonstrating the highest level of integrity, commitment to the profession, competence, and experience as trust and estate counselors. She has also been selected for inclusion on the 2019, 2020, and 2021 lists of New Jersey Super Lawyers® in the Estate & Probate section. A description of the selection methodology can be found at superlawyers.com. No aspect of this advertisement has been approved by the Supreme Court of New Jersey.

Lebowitz currently serves on the Meritas U.S. Trusts and Estates Industry Group Steering Committee. She is a Past Chair of the New Jersey State Bar Association’s Real Property, Trust & Estate Law Section, and continues to serve on the Section’s Board of Consultors. Lebowitz is also a Past President of the Greater Middlesex/Somerset Estate Planning Council and continues to serve on its Board of Trustees.

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.

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