Jill Lebowitz Named Norris McLaughlin Estate, Trust, and Tax Law Practice Group Co-Chair

Posted on January 28th, 2021

Jill Lebowitz, a Member of the law firm Norris McLaughlin, P.A., has been named Co-Chair of the firm’s Estate, Trust, and Tax Law Practice Group along with James J. Costello, Jr., and Judith A. Harris.

“I am honored to be a co-chair of the firm’s Estate, Trust, and Tax Law Practice Group and look forward to my new leadership role. It is a privilege for me to continue to serve the families and business community of New Jersey as part of our estate, trust, and tax team,” said Lebowitz.

About the Norris McLaughlin Estate, Trust, and Tax Law Practice Group

Norris McLaughlin’s estate, trust, and tax law attorneys have vast experience in all aspects of state, federal, and international tax law, with an emphasis on the planning and administration of trusts and estates. To assure that assets pass to intended beneficiaries at as little cost as possible, including minimizing state and federal tax burdens, which may require the use of sophisticated and creative planning techniques, the firm provides services in four main areas: business tax, employee benefits, tax controversy, and trusts and estates. Members of this diverse group (many of whom hold master’s degrees in tax law) frequently lecture on tax and business issues to the tax sections of the American Bar Association, the New Jersey State Bar Association, and the Society of Certified Public Accountants, and other organizations.

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, shareholder 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 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 about 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 current list of New Jersey Super Lawyers in the Estate & Probate section. Lebowitz 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. She 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.