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  • May 23, 2019Norris McLaughlin Attorneys to Speak on Brewery and Distillery Law in Pennsylvania and New Jersey

    Theodore J. Zeller III, Danielle M. DeFilippis, Andrew D. Linden, and Matthew B. Andersen, attorneys of law firm Norris McLaughlin, P.A., will present “Brewery and Distillery Law in Pennsylvania and New Jersey” at a training seminar hosted by the National Business Institute on Thursday, June 6, 9 a.m.– 4:30 p.m., at Homewood Suites by Hilton in Valley Forge.

    The speakers will present ways to help clients understand the complex world of alcohol manufacturing and distribution; minimize liability; and navigate the licensing, labeling and tax reporting challenges along the way. They will also discuss how to effectively protect client’s intellectual property, avoid legal landmines in advertising, and give valuable tips for negotiating distribution agreements. Topics include brewery and distillery business entity selection, formation, finance and insurance; licensing, labeling, and regulatory compliance; federal and state tax reporting requirements; negotiating/drafting brewery and distillery contracts; intellectual property and advertising; and ethics. For more information and to register, please click here.

    Zeller, a Member of the firm and Chair of its Liquor Law Practice Group, is experienced in liquor law, regulatory licensing, commercial transactions, real estate transactions, and litigation. He was lead counsel in a beer rights case brought against the world’s largest brewers and is General Counsel to Brewers of Pennsylvania.  Known throughout Pennsylvania, he also represents beer interests on a national level and advises breweries and wholesalers on state regulatory matters involving beer distribution and franchise laws. He regularly prepares distribution agreements for his clients, and coordinates state and federal licensing for manufacturing and national distribution. Zeller has tried multiple cases in county and federal court, including jury trials, and hundreds of cases before arbitration panels, district justices, and administrative law judges. He is General Counsel to D.G. Yuengling and Son, Inc.; represents alcohol interests in every category; and has helped numerous start-up breweries, wineries, distilleries, and retailers.  He currently serves as Chairman of the Allentown Parking Authority. Zeller is an author of the firm’s liquor law blog, Legal Liquor. He earned his J.D. from Pennsylvania State University Dickinson School of Law, and his B.A. from the University of Notre Dame.

    DeFilippis, a Member of the firm and Co-Chair of its Intellectual Property Law Practice Group, focuses her practice on intellectual property prosecution and litigation. She represents individual and corporate clients in all phases of litigation, from commencement through trial, and regularly serves as lead counsel in cases before federal and state courts, the Trademark Trial and Appeal Board of the U.S. Patent and Trademark Office, and alternative resolution forums. She has represented clients in a variety of industries, most notably food and beverage, liquor, jewelry, and cosmetics. She has handled cases involving trademark and copyright infringement, false advertising, commercial disparagement, business torts, deceptive trade practices, Lanham Act claims, state and federal unfair competition laws, and other business disputes.  She is an author of the firm’s trademark, copyright, and unfair competition blog, More Than Your Ma®k.  DeFilippis received her J.D. from Seton Hall University School of Law and her B.A. from The Pennsylvania State University.

    Linden, a Member of the firm and Co-Chair of its Cannabis Law Industry Group, counsels alcoholic beverage manufacturers, wholesalers, and retailers in all facets of their business. These include licensing and regulatory compliance, business formation, and product labeling. He has assisted craft breweries and distilleries with applications before the New Jersey Division of Alcoholic Beverage Control and retailers with applications before the local municipality. Linden provides guidance with TTB federal permitting laws, advises clients on federal and state labeling requirements and approval processes, and helps them navigate state distribution and beer franchise laws. He assists marijuana entrepreneurs, suppliers, growers, retailers, and investors to navigate complex statutory and regulatory schemes, including those related to permitting and licensing, such as initial applications, transfers, expansions, changes in ownership, and related disclosures, distribution, and general business operations such as sales, storage of product, and recordkeeping. He assists clients in all tiers of the distribution chain with compliance and business law issues. He is an author for the firm’s liquor law blog, Legal Liquor, and cannabis law blog, Legally Grown. Linden attended Seton Hall University School of Law, where he received his J.D., cum laude.  He earned his B.S., with honors, from Lehigh University.

    Andersen, an Associate of the firm, concentrates his practice on liquor law and business law. In his liquor law practice, he works with breweries, distilleries, wineries, wholesalers, distributors, restaurants, and hotels on obtaining and transferring liquor licenses, complying with liquor regulations and laws, providing transactional counseling, and defending citations and protests before the Pennsylvania Liquor Control Board.  Andersen represents national restaurant chains and hospitality companies with regard to their Pennsylvania locations in all aspects of their liquor licenses and acquisitional counseling.  He also works with numerous alcohol manufacturers to bring their dreams and ideas of operating a brewery, distillery, or winery to a reality, advising them through the planning, licensing and operation stages.  Additionally, Andersen has worked with licensees, nonprofit organizations, and event planners on obtaining temporary alcohol permits for events. He also is experienced in drafting and negotiating distribution agreements between alcohol manufacturers and distributors in many states to help them expand the reach of their brands.  He also works with alcohol manufacturers on obtaining federal Certificate of Label Approvals and formula approval for their products.  Andersen is an author of the firm’s liquor law blog, Legal Liquor, and won a JD Supra “Reader’s Choice Award” in 2018 for his contributions. He is an assistant lacrosse coach at Northwestern Lehigh High School. He earned his J.D. from Duquesne University School of Law, and his B.A. from The Pennsylvania State University.

    Posted in: Andrew D. Linden, Business Law, Danielle M. DeFilippis, Food & Beverage Law, Intellectual Property, Liquor Law, Licensing, Manufacturing and Distribution, Matthew B. Andersen, News, Theodore J. Zeller III | Tags: , , , , , , , ,

  • Dec 07, 2018Victor Elgort to Present on Top LLC Mistakes for National Business Institute

    Victor S. Elgort, a Member of law firm Norris McLaughlin, P.A., will speak at the National Business Institute’s seminar, “Top 8 LLC Mistakes to Avoid in Everyday Business Practices: Avoid, Manage and Leverage Formation, Tax and Operating Agreement Oversights.” The seminar, approved for 8 NJ and NY CLE credits, 6.5 PA CLE credits, 8 CPE credits, and 0.7 IACET credits, will be held Thursday, December 20, 8:20 a.m. – 4:40 p.m., at the Holiday Inn Philadelphia-Cherry Hill in Cherry Hill.

    Elgort will lecture principally on “Taxation of LLCs – Top Attorney Mistakes”, with a focus on operating agreement drafting errors.  For more information or to register, visit the NBI website.

    Elgort often speaks at seminars on structuring complex LLC and partnership transactions. Most recently, on November 27, he spoke on a similar topic for the Nassau County Bar Association in New York, at a meeting jointly sponsored by three sections of the Bar Association, including the Corporation, Taxation, Banking & Securities Law Committees.  The theme was “All-Too-Common Mistakes in LLC Operating Agreements.”

    Elgort is Chair Emeritus of the firm’s Tax Group, practicing out of all three Norris McLaughlin locations, as he is admitted in New Jersey, New York, and Pennsylvania. His practice concentrates on business law and tax planning, including the structuring of partnerships and joint ventures, tax-saving real estate and business exit strategies, executive compensation, and domestic and international estate planning matters.

    Elgort organized and created the first limited liability company in New Jersey.  He authored the standard form operating agreements and other documents for limited liability companies published by Julius Blumberg, Inc., including both the forms for use in New Jersey and the generic forms offered nationwide for limited liability companies.

    In addition, Elgort is a Fellow of the American College of Trust and Estate Counsel.  He frequently lectures at tax planning courses, including continuing education seminars. He has authored extensive material published by the NBI, Lorman Education Services, Professional Education Seminars, and other national seminar companies, including topics such as “LLCS: Beyond the Basics”, “LLC Business Law Bootcamp”, “LLCs: Advising Small Business Start-Ups and Larger Companies in New Jersey”, “Partnerships, LLCs and LLPs: Organization and Operation,” “Asset Protection Planning in New Jersey,” “Limited Liability Companies in New Jersey,” “Transferring Business Wealth,” “Administration of the Estate in New Jersey,” “Planning Opportunities with Living Trusts in New Jersey,” “New Jersey Probate: Beyond the Basics,” “A Practical Guide to Estate Administration in New Jersey,” and “Family Limited Partnerships and Limited Liability Companies in New Jersey.”

    Elgort received his undergraduate degree with high honors from Rutgers University, his J.D. with honors from Cornell University, and his LL.M. in Taxation from New York University. He is included in the Trusts and Estates section of The Best Lawyers in America and has been named by his peers as a New Jersey Super Lawyer in the Tax section.

    Posted in: Business Law, News, Victor S. Elgort | Tags: , , , , , , , , , ,

  • Nov 30, 2018Norris McLaughlin Attorneys to Speak at NBI Advanced Family Law Seminar

    Lauren L. Sorrentino and Catherine A. Curcio, Members of law firm Norris McLaughlin, P.A., will be presenters at the Advanced Family Law Seminar hosted by the National Business Institute on Monday, December 10, 8:30 a.m. – 4:40 p.m. at the Best Western in the Lehigh Valley.

    Curcio will speak on ethics, covering the client/lawyer relationship, conflicts of interest, communication issues with clients and opposing parties and counsel, and other issues. Sorrentino will address domestic violence, child abuse, and associated legal and jurisdictional issues and procedures.

    Sorrentino, Chair of the firm’s Pennsylvania Family Law Practice, focuses her practice on matrimonial and family law, including divorce, equitable distribution, alimony, prenuptial and property settlement agreements, child support, child custody, and protection from abuse. She has been named one of the “10 Best Attorneys” for two years in a row by the American Institute of Family Law Attorneys and is listed in The Best Lawyers in America in the Family Law section. Sorrentino is actively involved in the Pennsylvania Bar Association’s Family Law Section and is a former Council Member of the Section. She is a former member of the Section’s Rules Committee and Programming Committee and is actively involved in the Family Law Committees of the Bar Association of Lehigh County and the Northampton County Bar Association. She previously served on the Executive Committee of the Philadelphia Bar Association’s Family Law Section and co-chaired the Section’s Domestic Violence Committee. A top Lehigh Valley Lawyer, Sorrentino has published articles on a variety of family law topics and has served as a panelist at family law educational programs. She is a member of the Board of Associates of Lehigh Valley Hospital. Prior to entering private practice, Sorrentino was an Independence Foundation Fellow and staff attorney at the Women’s Law Project in Philadelphia, Pennsylvania. She received her B.A., summa cum laude, in 1998 from Columbia University and her J.D. in 202 from Boalt Hall School of Law, University of California at Berkeley.

    Curcio focuses her practice on family law and real estate and land use. Because of her dual practice areas, she is uniquely positioned to serve clients and address client needs that transcend a single area of the law. Outside of her practice, Curcio is Secretary of the Board of Directors of the Third Street Alliance for Women and Children, where she also serves on the Executive committee and the Development committee.  She is a member of the Lafayette College Alumni Association, the Young Lawyers Division of the Northampton County Bar Association and sits as the Solicitor to the Lower Macungie Township Planning Commission. Curcio received her B.A., dean’s lists, in 2003 from Lafayette College and her J.D. in 2006 from New York Law School.

    Posted in: Catherine A. Curcio, Lauren L. Sorrentino, Matrimonial & Family Law, News, Real Estate & Finance | Tags: , , , , , , ,

  • Nov 07, 2018James J. Costello, Jr. to Present on Using Trusts in Estate Planning and Asset Protection

    James J. Costello, Jr., a Member of law firm Norris McLaughlin, P.A., and Co-Chair of its Trust, Estate and Individual Tax Group, will be a featured speaker at “Using Trusts in Estate Planning and Asset Protection,” sponsored by The National Business Institute (NBI).  The seminar will take place at the Courtyard Princeton on Thursday, November 15, and Friday, November 16, from 9:00 am to 4:30 pm.

    The seminar will address the effective use of trusts in estate planning and asset protection. Presenters will explore a variety of planning tools that will help tailor a trust that fits the client’s specific situation. CLE, CPE, IACET, and PACE credits are available. For more information or to register, please visit the NBI’s web site here.

    Costello focuses his practice on estate planning and administration, litigation and disputes among beneficiaries, general federal and state tax law and controversies, and the formation, dissolution, purchase, sale and mergers of all types of closely-held business entities.

    Costello represents individuals in all aspects of general and sophisticated estate planning, including drafting wills, lifetime and testamentary trusts, powers of attorney, health care directives, prenuptial agreements and co-habitation agreements, employing sophisticated strategies when warranted matters include family limited liability companies (“LLCs”), sales to intentionally defective grantor trusts, spousal lifetime access trusts (“SLATS”), dynasty trusts and charitable trusts.  His representation of fiduciaries covers all aspects of estate and trust administration, including preparation and filing of federal and state estate and income tax returns; representation in IRS and New Jersey Division of Taxation audits; litigation and disputes among beneficiaries; preparation and filing of federal and state estate and inheritance tax returns; and defending those returns on audit.

    Costello has published articles and lectured extensively to civic and professional groups on estate planning, elder law, and tax law topics.  He is a former Trustee and Advisory Board Council member of Alzheimer’s New Jersey (formerly known as the Greater New Jersey Chapter of the Alzheimer’s Association), and a former Trustee and Secretary of the Bernardsville Library Foundation, Inc. and currently serves on the Vestry of the Church of St. John on the Mountain in Bernardsville. Costello earned his J.D. from Western New England College School of Law and his M.L.T. from Georgetown University Law Center.

    Posted in: Estate Planning & Administration, James J. Costello, News | Tags: , , , , , , ,

  • Nov 01, 2017Victor Elgort Presents Advantageous Uses of LLCs for NBI

    Victor S. Elgort, a Senior Member of Bridgewater-based law firm Norris McLaughlin, P.A., will speak at “LLCs: Beyond the Basics,” a one-day course presented by the National Business Institute (NBI) discussing how to capitalize on the advantages of LLCs on Monday, November 6, 8:00 a.m. – 4:40 p.m., at the Holiday Inn in Princeton.

    Elgort will highlight advantageous uses of LLCs, including using an LLC to hold real property, hold tangible personal property or intangible assets, as a valuation “freeze” entity, in estate planning, to hold life insurance policies, for venture capital projects and corporate joint ventures, and in lieu of corporate subsidiaries.  For more information or to register, visit the NBI website.

    Elgort is Chair of the firm’s Tax Group, practicing out of all three Norris McLaughlin, P.A. locations, as he is admitted in New Jersey, New York, and Pennsylvania. His practice concentrates on business law and tax planning, including the structuring of partnerships and joint ventures, tax-saving real estate and business exit strategies, executive compensation, and domestic and international estate planning matters.

    Elgort organized and created the first limited liability company in New Jersey.  He has authored the standard form operating agreements and other documents for limited liability companies published by Julius Blumberg, Inc., including both the forms for use in New Jersey and the generic forms offered nationwide for limited liability companies.

    In addition, Elgort is a Fellow of the American College of Trust and Estate Counsel.  He frequently lectures at tax planning courses, including continuing education seminars. He has authored extensive material published by the NBI, Lorman Education Services, Professional Education Seminars, and other national seminar companies, including “Partnerships, LLCs and LLPs: Organization and Operation,” “Asset Protection Planning in New Jersey,” “Limited Liability Companies in New Jersey,” “Transferring Business Wealth,” “Administration of the Estate in New Jersey,” “Planning Opportunities with Living Trusts in New Jersey,” “New Jersey Probate: Beyond the Basics,” “A Practical Guide to Estate Administration in New Jersey,” and “Family Limited Partnerships and Limited Liability Companies in New Jersey.”

    Elgort received his undergraduate degree with honors from Rutgers University, his J.D. with honors from Cornell University, and his LL.M. in Taxation from New York University. Elgort is included in the Trusts and Estates section of The Best Lawyers in America and has been named by his peers as a New Jersey Super Lawyer in the Tax section.

    Posted in: Estate Planning & Administration, News, Victor S. Elgort | Tags: , , , , , , , , ,

  • Dec 07, 2016Victor S. Elgort Speaks On LLC Operating Agreements

    Victor S. Elgort, a Senior Member of the Bridgewater-based law firm Norris McLaughlin, P.A., will speak at “LLC Operating Agreements,” a one-day course presented by the National Business Institute on Monday, December 19, from 9:00 a.m. to 4:30 p.m. at the Courtyard by Marriott in Princeton.

    Elgort will speak on “Tax Mistakes Made in Distribution, Allocation and Entity Selection” and “Transfer Restriction Issues, Right of First Refusal, Impasse (Put/Call), Capital Call and Dissolution Provisions.”  For more information or to register, visit the NBI website.

    Elgort is Chair of the firm’s Tax Group. His practice concentrates on business law and tax planning, including the structuring of partnerships and joint ventures, tax-saving real estate and business exit strategies, executive compensation, and domestic and international estate planning matters.

    Elgort organized and created the first limited liability company in New Jersey.  He has authored the standard form operating agreements and other documents for limited liability companies published by Julius Blumberg, Inc., including both the forms for use in New Jersey and the generic forms offered nationwide for limited liability companies.

    In addition, Elgort is a Fellow of the American College of Trust and Estate Counsel.  He frequently lectures at tax planning courses, including continuing education seminars. He has authored extensive material published by the National Business Institute, Lorman Education Services, Professional Education Seminars, and other national seminar companies, including “Partnerships, LLCs and LLPs: Organization and Operation,” “Asset Protection Planning in New Jersey,” “Limited Liability Companies in New Jersey,” “Transferring Business Wealth,” “Administration of the Estate in New Jersey,” “Planning Opportunities with Living Trusts in New Jersey,” “New Jersey Probate: Beyond the Basics,” “A Practical Guide to Estate Administration in New Jersey,” and “Family Limited Partnerships and Limited Liability Companies in New Jersey.”

    Elgort received his undergraduate degree with honors from Rutgers University, his J.D. with honors from Cornell University, and his LL.M. in Taxation from New York University. Elgort is included in the Trusts and Estates section of The Best Lawyers in America and has been named by his peers as a New Jersey Super Lawyer in the Tax section.

    Posted in: News, Taxation, Victor S. Elgort | Tags: , , , , , , ,

  • Oct 18, 2016James J. Costello, Jr., to Speak at “Revocable Living Trusts from Start to Finish” Seminar

    James J. Costello, Jr., a Member of the Bridgewater-based law firm Norris McLaughlin, P.A., will be a featured speaker at “Revocable Living Trusts from Start to Finish,” sponsored by The National Business Institute.  The seminar will take place at the Holiday Inn Princeton on Monday, November 7, from 9:00 am to 4:30 pm.

    Attendees will receive straightforward instruction to clarify when RLTs are used most effectively and avoid drafting and administration mistakes that could be haunting later down the line.  For more information or to register, visit the NBI’s web site at www.nbi-sems.com.

    Costello focuses his practice on estate planning and administration; litigation and disputes among beneficiaries; general federal and state tax law and controversies; and the formation, dissolution, purchase and sale of all types of closely-held business entities.

    He represents individuals in all aspects of general and sophisticated estate planning, including drafting wills, lifetime and testamentary trusts, powers of attorney, health care directives, prenuptial agreements and co-habitation agreements, employing sophisticated strategies when warranted matters include family limited liability companies (“LLCs”), sales to intentionally defective grantor trusts, spousal lifetime access trusts (“SLATS”), dynasty trusts and charitable trusts.  His representation of fiduciaries covers all aspects of estate and trust administration, including preparation and filing of federal and state estate and income tax returns; representation in IRS and New Jersey Division of Taxation audits; litigation and disputes among beneficiaries; preparation and filing of federal and state estate and inheritance tax returns; and defending those returns on audit.

    Costello has published articles and lectured extensively to civic and professional groups about a variety of estate planning and tax law topics.  He is a former Trustee and current Advisory Board Council member of the Greater New Jersey Chapter of the Alzheimer’s Association, and a Trustee and the former Secretary of the Bernardsville Library Foundation, Inc.  Costello earned his J.D. from Western New England College School of Law and his M.L.T. from Georgetown University Law Center.

    Posted in: Estate Planning & Administration, James J. Costello, News | Tags: , , , ,

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