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  • Oct 19, 2018Using Trusts in Estate Planning and Asset Protection

    James J. Costello, Jr. will be a presenter at the seminar “Using Trusts in Estate Planning and Asset Protection.” The 2 day seminar is sponsored by the National Business Institute and will take place on Thursday, November 15 and Friday, November 16 from from 9:00 am to 4:30 pm at the Courtyard Princeton. CLE and CPE credits are available.

    The seminar will guide attendees through how to effectively use trusts for estate planning and asset protection. Attendees will explore a variety of planning tools that will help them tailor a trust that fits their client’s specific situation.

    • Find out how to select the best trust option for each unique situation.
    • Protect retirement accounts with the use of IRA trusts.
    • Use trusts to help clients qualify for Medicaid while protecting their assets.
    • Discover ways to structure special needs trusts so beneficiaries still qualify for public benefits.
    • Learn how to minimize client’s tax burdens with the use of defective trusts.
    • Properly handle the administration of a trust.
    • Clarify who the client is to avoid conflicts of interest and other ethical violations.

    The basic to intermediate level seminar is designed for professionals involved in structuring and administering trusts:

    • Attorneys
    • CPAs and Accountants
    • Trust Officers
    • Tax Managers
    • Wealth Managers
    • Paralegals

    To register, please click here.

    Posted in: Events | Tags: , , , , ,

  • Mar 06, 2017Jill Lebowitz to Facilitate 8th Annual Probate Symposium

    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.

    Posted in: Estate Planning & Administration, Jill Lebowitz, News | Tags: , , , , , , ,

  • Jan 11, 2017Nicholas J. Dimakos to Speak on Handling Contested Guardianships

    Nicholas J. Dimakos, an Associate of Norris McLaughlin, P.A., will speak on the role of the court-appointed attorney at “Handling Contested Guardianships.”  Sponsored by the New Jersey Institute for Continuing Legal Education (NJICLE) in cooperation with the New Jersey State Bar Association (NJSBA) Real Property, Trust & Estate Law Section and the NJSBA Senior Lawyers Special Committee, the program will be held from 9:00 a.m. to 12:35 p.m., Tuesday, January 24, at the Crowne Plaza Hotel Fairfield.

    This informative program will discuss what to do when a contested guardianship matter unavoidably ends up in a courtroom.  For more information or to register, visit www.njicle.com or call (732)214-8500.

    Dimakos focuses primarily on guardianships and probate and fiduciary litigation.  In addition to representing plaintiffs in guardianship matters, Dimakos has extensive experience acting as court-appointed counsel, serving both as an advocate and as a temporary guardian for allegedly incapacitated persons, as well as guardian ad litem.  His practice also includes will contests, accountings, and other trust and estate disputes.  He writes about guardianships and other probate issues on the firm’s NJ Guardianship & Probate Law Blog.

    Dimakos received his J.D., magna cum laude, from Seton Hall University School of Law, where he was a member of the Seton Hall Law Review, served as a research assistant for two professors, and interned for the Chief Judge of the United States District Court for the District of New Jersey, the Honorable Garrett E. Brown, Jr. (Ret.).  After graduation, Dimakos clerked for the Assignment Judge of Bergen County, the Honorable Peter E. Doyne (Ret.).

    Posted in: Litigation, News, Nicholas J. Dimakos | Tags: , , , , ,

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