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Areas of Practice
Bar Admissions
Education
- New York University School of Law
- Rutgers School of Law — Newark
- New York University
Professional Affiliations
- New Jersey State Bar Association, Real Property, Trust & Estate Tax Law Section, Member, Board of Consultors
- Greater Middlesex/Somerset Estate Planning Council
- Newark Museum Business & Community Council
- Founding Member of One Hundred Women Making a Difference, Inc.
News
Jill Lebowitz, a member of the firm, devotes her practice to estate planning, trusts and estates administration, and counseling tax-exempt organizations.
In the area of estate planning, Jill counsels individuals and families regarding federal and state, estate, gift and generation-skipping transfer tax issues, and the development of complex estate plans. She is experienced in drafting estate planning instruments including: wills, insurance trusts, dynasty trusts, charitable trusts, grantor retained annuity trusts, family limited partnership agreements, limited liability company operating agreements, durable powers of attorney and advance directives for health care. In addition, she prepares numerous gift tax returns on behalf of her clients in this area.
For clients seeking assistance with trust and estate administration, Jill prepares numerous federal and state estate and inheritance tax returns and handles estate and inheritance tax examinations. In addition, she is knowledgeable in drafting disclaimers and agreements regarding post-mortem planning, and preparing informal distribution agreements, formal judicial accounts and court proceedings to effect final distribution of estates and trusts. She also assists fiduciaries in transferring estate and trust assets and funding inter vivos and testamentary trusts, and she counsels individuals and financial institutions regarding their fiduciary duties as executors and trustees.
On behalf of tax-exempt organizations, Jill drafts nonprofit corporation documents and advises exempt organizations regarding nonprofit corporate governance. She also prepares federal applications for recognition of tax exempt status, state charitable registration filings and applications for property tax and sales tax exemption. Jill has extensive experience advising tax exempt organizations on 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. She has also drafted numerous charitable gift agreements, pledge agreements and endowment agreements, and advised individuals and institutions regarding charitable giving, including contributions of securities, real property and tangible personal property. Jill regularly counsels individuals, family and corporate foundations, and exempt organizations including universities, performing arts centers, museums, orchestras, private schools, religious organizations, nursing homes, hospitals, historic preservation organizations, social welfare organizations, and trade associations.
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