Attorney Profile:

Jocelyn Margolin Borowsky

Jocelyn Margolin Borowsky: Attorney with Duane Morris LLP

Biography

Jocelyn Margolin Borowsky, a fellow of the American College of Trust and Estate Counsel ( ACTEC ), practices in the areas of estate planning, estate and trust administration and fiduciary litigation in Delaware, New Jersey, and Pennsylvania.

Sophisticated Estate Planning. 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, dynasty trusts, BOLI trusts, DINGS, BDITs, GRATs and IDITs. Ms. Borowsky also 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.

Modification and Other Advice on Delaware Trusts. Ms. Borowsky routinely advises clients with respect to resolving trust administration matters, modifying trusts, structuring new Delaware trusts and transferring existing trusts to Delaware through decanting or other means. As an active participant in state bar statutory drafting committees, she is well versed in the preparation of Delaware directed trusts and in the creation of confidential trusts. Ms. Borowsky also has served as an expert witness in matters involving a Delaware directed trust and an executor's breach of fiduciary duty.

Litigation and Audits. Ms. Borowsky represents fiduciaries and beneficiaries in trust and estate litigation. 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 and an Accredited Estate Planner of The National Association of Estate Planners & Councils.

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

•Accredited Estate Planner by The National Association of Estate Planners & Councils
•AV Preeminent Peer Review Rated by Martindale-Hubbell

Publications and Speaking Engagements

Selected Publications

•Co-Author, Myths and Facts about Kloiber, Leimberg Information Services Inc., January 5, 2017
•Co-author, Chasing Jurisdictional Unicorns, Trusts and Estates, November 2016
•Co-author, How Silent Trusts Can Help Your Clients, Financial Planning, October 16, 2015
•Co-author, Recent IRS and Congressional Focus on Micro-Captives, Duane Morris Alert, May 11, 2015
•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

Selected Speaking Engagements

•Speaker, What Happens in a Spendthrift Trust When a Beneficiary Has a Divorce or a Creditor? 42nd Annual Notre Dame Tax & Estate Planning Institute, South Bend, Indiana, October 28, 2016
•Panelist, Silence is Golden: The Best Way to Set Up a Quiet Trust: Roadmap to Navigating the Issues. 2016 Delaware Trust Conference, Wilmington, Delaware, October 26, 2016
•Speaker, Silent Trust Seminar ACTEC Mid-Atlantic Regional Meeting, Wilmington, Delaware, September 18, 2016
•Panelist, Silent Trusts: What You Need to Know About the 2015 Notice Act. Delaware Bar Association, Wilmington, Delaware, February 10, 2016
•Speaker, Income Tax Planning for Estate Planning Clients, Delaware County Estate Planning Council Dinner, Media, PA, November 16, 2015
•Panelist, Silent Trusts and Beneficiary Notice Considerations, Delaware Bankers Association Trust Conference, Wilmington, DE, October 26, 2015
•Panelist, Effective Use of Trust Protectors: An Evolving Role, ALI/CLE telephone seminar/audio webcast, March 24, 2015
•Speaker, The Hottest Jurisdiction for Trusts: Delaware, Duane Morris Institute, October 30, 2014
•Speaker/Moderator, Drafting Directed Trusts for the Generations, Delaware Bankers Association Trust Conference, Wilmington, Delaware, October 1, 2014
•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

American College of Trust and Estate Counsel (ACTEC)

• American Bar Association

• Camden County Bar Association

• Delaware Estate Planning Council

• Delaware State Bar Association
- 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

Honors and Awards

• AV® Preeminent™ Peer Review Rated by Martindale-Hubbell

Publications and Speaking Engagements

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

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



(Also at Wilmington, Delaware Office)

Areas of Practice (4)

  • Wealth Planning
  • Estate Planning
  • Estate and Trust Administration
  • Fiduciary Litigation

Education & Credentials

Contact Information:
302 657 4921  Phone
215 827 5538  Fax
www.duanemorris.com/attorneys/jocelynmargolinborowsky.html
University Attended:
University of Texas, B.A., with highest honors, 1988
Law School Attended:
University of Pennsylvania Law School, J.D., 1992; New York University School of Law, LL.M., Taxation, 1997
Admission:
1992, Pennsylvania and New Jersey; 1994, New York; 1998, Delaware
Memberships:

Professional Activities

•fellow, American College of Trust and Estate Counsel (ACTEC)
•Delaware Estate Planning Council
•Delaware State Bar Association
- Past-Chair of the Estates and Trusts Section, 2014-2015
- Notice Act Committee Chair
- Trust Act Committee Member

Birth Information:
Chicago, Illinois, 1967
ISLN:
901168236

Peer Reviews

  • 5.0/5.0 16 reviews
  • A Martindale-Hubbell Peer Rating reflects a combination of achieving a Very High General Ethical Standards rating and a Legal Ability numerical rating.
  • Legal Knowledge

    5.0/5.0
  • Analytical Capability

    5.0/5.0
  • Judgment

    4.9/5.0
  • Communication

    5.0/5.0
  • Legal Experience

    4.9/5.0
  • 5.0/5.0 by a Associate on 04/09/12 in Estate Planning

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0

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  • 5.0/5.0 by a Associate on 04/09/12 in Trust Law

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0

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  • 5.0/5.0 by a Managing Partner on 04/05/12 in Taxation

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0

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  • 5.0/5.0 by a Partner on 03/30/12 in Estate Planning

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0

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  • 5.0/5.0 by a Partner on 03/27/12 in Commercial Litigation

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0

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  • 5.0/5.0 by a Partner on 03/22/12 in Trusts and Estates

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0

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  • 5.0/5.0 by a Partner on 03/22/12 in Trusts and Estates

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0

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  • 5.0/5.0 by a Principal on 03/22/12 in Trusts and Estates

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0

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  • 5.0/5.0 by a Principal on 03/22/12 in Taxation

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0

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  • 5.0/5.0 by a Partner on 03/22/12 in Trusts and Estates Taxation

    • Legal Knowledge

      5.0/5.0
    • Analytical Capability

      5.0/5.0
    • Judgment

      5.0/5.0
    • Communication

      5.0/5.0
    • Legal Experience

      5.0/5.0

    Read less

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