Jocelyn Margolin Borowsky practices in the areas of estate planning and estate and trust administration in Delaware, New Jersey and Pennsylvania. A large part of her practice involves the consideration, formation and administration of Delaware trusts, including the filing of consent petitions. Her clients include high net worth families, corporate executives and charitable organizations. She works with closely-held family businesses on issues involving strategic tax and business planning 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. 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.
Areas of Practice
· Wealth Planning
· Estate Planning
· Estate and Trust Administration
Professional Activities
· American Bar Association
· Camden County Bar Association
· Delaware Estate Planning Council
· Delaware State Bar Association
- Secretary Elect of the Trusts and Estates Section, 2012-2013
- Trust Act Subcommittee Member
- Notice Act Subcommittee Member
· Jewish Community Foundation of Southern New Jersey
- Professional Advisors Committee
· New Jersey State Bar Association
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 and Awards
· AV® Preeminent™ Peer Review Rated by Martindale-Hubbell
AV® Preeminent™ and BV® Distinguished™ are certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies.
Selected Publications
· Author, "New York's Nonresident Estate Tax: Options for Avoiding It," New York State Bar Associate Trusts and Estates Section Newsletter, Summer 2003
Selected Speaking Engagements
· 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