Jocelyn Margolin Borowsky

Professional Activities

•fellow, American College of Trust and Estate Counsel (ACTEC)
•Delaware Estate Planning Council

•Delaware State Bar Association
- Trust Act Committee Chair, 2018-present
- Past Chair of the Estates and Trusts Section, 2014-2015
- Past Chair of Notice Act Committee, 2014-2017

• 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