Jocelyn Margolin Borowsky: Lawyer with Duane Morris LLP

Jocelyn Margolin Borowsky

Partner
Philadelphia,  PA  U.S.A.
Phone302 657 4921

Peer Rating
 5.0/5.0
AV® Preeminent

Client Rating

Featured AV Peer Review Rated Lawyer IconFeatured AV Peer Review Rated Lawyer Icon
Printer Friendly VersionEmail this PageDownload to My Outlook ContactsAdd lawyer to My FavoritesCompare this lawyer to other lawyers in your favorites

Experience & Credentials Ratings & ReviewsOther Offices
 

Practice Areas

  • Wealth Planning
  • Estate and Trust Administration
  • Estate Planning
 
Contact InfoTelephone: 302 657 4921
Fax: 215 827 5538
http://www.duanemorris.com/attorneys/jocelynmargolinborowsky.html
 
University University of Texas, B.A., with highest honors, 1988 Phi Beta Kappa
 
Law SchoolUniversity of Pennsylvania Law School, J.D., 1992; New York University School of Law, LL.M., Taxation, 1997
 
Admitted1992, Pennsylvania and New Jersey; 1994, New York; 1998, Delaware
 
Memberships 

Professional Activities
•fellow, American College of Trust and Estate Counsel (ACTEC)
•American Bar Association
•Camden County Bar Association
•Delaware Estate Planning Council
•Delaware State Bar Association
- Chair of the Estates and Trusts Section, 2014-2015
- Vice-Chair of the Estates and Trusts Section, 2013-2014
- Secretary of the Estates and Trusts Section, 2012-2013
- Trust Act Committee Member
•Jewish Community Foundation of Southern New Jersey
- Professional Advisors Committee
•New Jersey State Bar Association

 
BornChicago, Illinois, 1967
 
Biography

Jocelyn Margolin Borowsky, a fellow of the American College of Trust and Estate Counsel (ACTEC), practices in the areas of estate planning, probate and estate and trust administration in Delaware, New Jersey, and Pennsylvania. A large part of her practice involves the review of clients' overall estate plans, preparation of wills and revocable trusts, and where appropriate, implementation of sophisticated trusts, such as lifetime spousal trusts, asset protection trusts, life insurance trusts and dynasty trusts. As an active Delaware practitioner, she routinely advises clients with respect to resolving trust administration matters, modifying trusts, structuring new Delaware trusts and transferring existing trusts to Delaware. Her clients include institutional fiduciaries, out-of-state counsel seeking review or advice with respect to Delaware trusts, high net worth families, corporate executives and charitable organizations. She works with closely-held family businesses and professionals on issues involving strategic tax and business planning, the use of captive insurance and the creation of private family foundations. She also handles tax controversy matters, including estate and gift tax audits by the Internal Revenue Service and state taxing authorities, and has served as an expert witness in a matter involving a Delaware directed trust. She is AV Preeminent Peer Review Rated by Martindale-Hubbell.

Ms. Borowsky is a 1992 graduate of the University of Pennsylvania Law School and a graduate of New York University School of Law (LL.M. in Taxation, 1997) and the University of Texas (B.A., with highest honors, 1988), where she was elected to Phi Beta Kappa.

The listing of areas of practice in the foregoing profile does not represent official certification as a specialist in those areas.

Experience
•Duane Morris LLP
- Partner, 2010-present
•Richards Layton & Finger
- Associate, 2007-2010; 1997-2001
•Shimberg & Friel
- Of Counsel, 2005-2007
•Cullen and Dykman
- Associate, 2002-2005
•Sacks Montgomery P.C.
- Associate, 1994-1996
•Saul, Ewing, Remick & Saul
- Associate, 1992-1993

Honors & Awards
•AV Preeminent Peer Review Rated by Martindale-Hubbell

Selected Speaking Engagements
•Panelist, Recent Case Law Developments in the Federal Estate, Gift and Generation-Skipping Transfer Tax Areas, Delaware Tax Institute, Wilmington, Delaware, November 15, 2013
•Speaker, Trust Situs: Where Should You Go and When Should You Move?, Boston Bar Association CLE, October 30, 2013
•Moderator/Speaker, Beneficiary Notification Challenges, Delaware Bankers Association Trust Conference, Wilmington, Delaware, October 2, 2013
•Speaker, LLCs Plus: Mastering the Use of Closely Held Businesses in Estate Planning, National Business Institute, Cherry Hill, New Jersey, July 18, 2013
•Speaker, Update on Estate Planning with Family Limited Partnerships, Bryn Mawr Trust Company Breakfast Seminar, Haverford, Pennsylvania, January 16, 2013
•Speaker, Estate Planning Techniques - Planning with Family Limited Partnerships, National Business Institute, Philadelphia, Pennsylvania, December 18, 2012
•Panelist, Recent Case Law Developments in the Federal Estate, Gift and Generation-Skipping Transfer Tax Areas, Delaware Tax Institute, Wilmington, Delaware, November 16, 2012
•Panelist, Drafting Workshop, All Roads Lead to Delaware Trusts, Delaware Bankers Association Trust Conference, Wilmington, Delaware, October 3, 2012
•Panelist, Hitting the Road, Delaware Bankers Association Trust Conference, Wilmington, Delaware, November 29, 2011
•Panelist, Recent Developments in Estate Planning, Delaware Tax Institute, Wilmington, Delaware, November 18, 2011
•Moderator, Asset Protection and the Creation of New International Standards - Protect Your Net Worth, International Bar Association Conference, The New Normal: The Effect of the Global Financial Crisis on Private and Family-Owned Enterprises, Chicago, April 11-12, 2011
•Panelist, Recent Developments in Estate Planning, Delaware Tax Institute's Time to Take Your Medicine Program, Wilmington, Delaware, November 12, 2010
•Panelist, Body, Mind and the Bottom Line Expo, Burlington County College Foundation and the Jewish Community Foundation of Southern New Jersey, Mt. Laurel, New Jersey, March 14, 2010
•Speaker, Charitable Giving for the Charitably Hesitant, National Association of Insurance and Financial Advisors (Southern New Jersey Chapter), Deptford, New Jersey, December 9,2009
•Panelist, Recent Case Law Developments in Federal Transfer Tax, Delaware Tax Institute, Wilmington, Delaware, November 20, 2009
•Panelist, Recent Case Law Developments in Federal Transfer Tax, Delaware Tax Institute, Wilmington, Delaware, January 30, 2009

Selected Publications
•Co-Author, On In re Garretson, Steve Leimberg's Asset Protection Planning Newsletter, February 28, 2013
•Co-author, A Comparison of the Leading Trust Jurisdictions, Tax Management Estates, Gifts and Trust Journal, July 2012
•Author, New York's Nonresident Estate Tax: Options for Avoiding It, New York State Bar Associate Trusts and Estates Section Newsletter, Summer 2003 (Also at Wilmington, Delaware Office)

 
ISLN901168236
 


View Ratings & Reviews
Profile Visibility
#1,301 in weekly profile views out of 16,096 lawyers in Philadelphia, Pennsylvania
#35,473 in weekly profile views out of 1,606,920 total lawyers Overall

Office Information

Jocelyn Margolin Borowsky

30 South 17th Street
PhiladelphiaPA 19103-7396




Loading...
 

Professional Networking for Legal Professionals Only

Quickly and easily expand your professional
network - join the premier global network for legal professionals only. It's powered by the
Martindale-Hubbell database - over 1,000,000 lawyers strong.
Join Now