Jocelyn Margolin Borowsky
Partner
Duane Morris LLP
222 Delaware Avenue, Suite 1600
Wilmington, DE 19801-1659
USA
Phone: +1 302 657 4921
Fax: +1 215 827 5538
Email:
jmborowsky@duanemorris.com
Philadelphia Address
Duane Morris LLP
30 South 17th Street
Philadelphia, PA 19103-4196
Phone: +1 215 979 1904
Fax: +1 215 827 5538
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 a client’s overall estate plan, 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 prepares, reviews and advises with respect to Delaware trusts, petitions to modify trusts in the Court of Chancery and decanting. Her clients include 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 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
- Fellow, American College of Trust and Estate Counsel (ACTEC)
- American Bar Association
- Camden County Bar Association
- Delaware Estate Planning Council
- Delaware State Bar Association
- Secretary of the Estates and Trusts Section, 2012-2013
- Trust Act Committee Member
- Notice Committee Member - Jewish Community Foundation of Southern New Jersey
- Professional Advisors Committee - New Jersey State Bar Association
Admissions
- Delaware
- New Jersey
- New York
- Pennsylvania
Education
- New York University School of Law, LL.M., Taxation, 1997
- University of Pennsylvania Law School, J.D., 1992
- University of Texas, B.A., with highest honors, 1988
- Phi Beta Kappa
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
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
- 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
