Jill Lebowitz to Speak at Meritas U.S. Trusts & Estates Practice Group Meeting

Posted on October 18th, 2017

Jill Lebowitz, a Member of Bridgewater-based law firm Norris McLaughlin, P.A., will speak at the inaugural Meritas U.S. Trusts & Estates Practice Group Meeting at the Hyatt Regency Hotel in New Orleans on November 2-3.  She will present recent developments in federal estate, gift, and generation-skipping transfer taxes.  Lebowitz is a founding member of the Meritas U.S. Trusts & Estates Practice Group Steering Committee and is on the planning committee for the meeting.

Meritas is an established global alliance of more than 170 independent, full-service law firms, with a comprehensive means of monitoring and enhancing the quality of its member firms—a process that saves clients time in validating law firm credentials and experience.  Firms become members by invitation only and maintain membership by meeting standards of a uniquely comprehensive Quality Assurance Program.  Firms are regularly assessed and recertified for the breadth of their practice expertise and client satisfaction.  Firm quality feedback is reflected in a Satisfaction Index score, which is available online.

As Meritas’ only firm located in New Jersey, Norris McLaughlin, P.A. utilizes Meritas to extend its services to clients in every state and in more than 70 foreign countries.  The firm’s membership in Meritas provides clients with immediate access to high-quality legal services in other jurisdictions.

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.  She prepares federal and state estate and inheritance tax returns and federal gift tax returns.  She 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.

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.  She 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 currently serves as Chair of the New Jersey State Bar Association Real Property, Trust & Estate Law Section.  She 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.