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Jocelyn Margolin Borowsky: Estate Planning with Trusts 101
- 2024/08/29
- 再生時間： 32 分
- ポッドキャスト
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サマリー
あらすじ・解説
Jocelyn Margolin Borowsky is a recognized expert in estate planning, trust administration, and fiduciary litigation in Delaware, New Jersey, and Pennsylvania. Her academic journey began at the University of Pennsylvania Law School and culminated in obtaining a tax master's from New York University Law School. She reviews and prepares comprehensive estate plans, including wills, trusts, and advanced instruments such as spousal lifetime access trusts, asset protection trusts, and dynasty trusts. She also advises closely-held businesses, professionals, and executives on strategic tax planning, captive insurance, and family foundation creation. She provides counsel on trust administration, trust modifications, and the establishment of new Delaware trusts, including directed trusts and silent trusts. She represents clients in trust and estate litigation and handles tax-related disputes, including estate and gift tax audits. Her extensive expertise makes her a go-to resource for individuals and businesses seeking guidance in the complex field of trusts and estates. Listen to this informative Legacy Leaders episode with Jocelyn Margolin Borowsky about Importance of Proper Estate Planning, Types of Trusts for Unique Needs, IRA Charitable Rollover Contributions, Dealing with Disputes and Litigation and Benefits of Delaware Trusts. Here is what to expect on this week’s show: ● Explore the pivotal role of legacy planning in preserving familial and charitable wealth ● Unveil the crucial aspect of trusts in ensuring the continuity of family legacies ● Discover the variety of trusts available to cater to unique estate planning needs ● Learn tactical strategies to prevent potential disputes among heirs through effective estate planning ● Acquaint yourself with the extensive benefits and the inherent versatility offered by trusts in estate planning Connect with Jocelyn Margolin Borowsky: Website: https://www.duanemorris.com/ LinkedIn: https://www.linkedin.com/in/jocelyn-borowsky-a37211a/ Email: jmborowsky@duanemorris.com With your Guest Host: J Diane Robinson Diane is an Investment Advisor at IP Financial Advisory Services, LLC, and a Registered Representative with Innovation Partners, LLC. With a passion for shaping business destinies, she equips business owners and executives with tools to safeguard and amplify their companies. She specializes in growth strategies, talent retention, and regulatory compliance, guiding businesses towards success in today's dynamic landscape. She's dedicated to helping people from all walks of life achieve financial goals, whether planning for retirement, education, or a prosperous future. Understanding each client's unique challenges is at the heart of her approach. As an independent advisor, her recommendations remain unbiased. Partnering with Compliance401K and Plan Confidence, she offers a tailored range of services. Her goal is clear: transform futures for both individuals and businesses alike. Connect with J Diane Robinson: Websites: https://www.jdianerobinson.com/ https://www.innovationpartnersllc.com/ Emails: jrobinson@ipfinancialservicesllc.com jrobinson@innovationpartnersllc.com Learn more about your ad choices. Visit megaphone.fm/adchoices