Estate Planning & Tax Attorney

Jill Lebowitz devotes her practice to estate planning, trust and estate administration, and counseling tax-exempt organizations. Jill is experienced in drafting sophisticated estate planning instruments and counseling individuals and families regarding estate, gift and generation-skipping transfer tax issues. She advises clients on the development of both simple and complex estate plans, philanthropic planning and business succession 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 addition, Jill 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. Jill 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. Jill also assists individuals, families and fiduciaries with all aspects of fiduciary litigation. Jill regularly advises tax exempt organizations regarding federal tax exemption issues, state charitable registration filings, and governance issues. On behalf of tax-exempt organizations, Jill 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. Jill has been selected for inclusion on the list of New Jersey Super Lawyers in the Estate & Probate section.

Bar Admissions

  • State Bar of New Jersey

Education

New York University School of Law, New York, New York
LL.M., in Taxation - 2000
Rutgers School of Law — Newark, Newark, New Jersey
J.D. - Juris Doctor - 1996
New York University, New York, New York
B.A. - Bachelor of Arts - 1989

Career Highlights

  • Jill Lebowitz was selected to the 2018 Super Lawyers list.

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