NAEPC Webinar: Complimentary - All Grown Up with No Place to Live: Exploring Options for Helping Children or Other Family Members Acquire a Home

Add to My Outlook Calendar Add to My Google Calendar Program Details coming soon. 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 implementation of sophisticated trusts, such as lifetime spousal lifetime access trusts, asset protection trusts, life insurance trusts, dynasty trusts, BOLI trusts, DINGs, BDITs, GRATs and IDGTs. Ms. Borowsky also works with closely-held family businesses and professionals on issues involving strategic tax and business planning, and the creation of private family foundations and represents executives of publicly traded companies and shareholders of privately held companies going public. 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 the Chair of the state bar statutory drafting committees, she is well versed in the preparation of Delaware directed trusts and in the creation of confidential silent trusts. Ms. Borowsky also has served as an expert witness in matters involving a Delaware directed trusts, spendthrift protection, and an executor’s breach of fiduciary duty. Litigation and Audits. Ms. Borowsky represents fiduciaries and beneficiaries in trust and estate litigation and in pre-litigation planning. 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 listed in The Chambers Guide to the Leading High Net Worth Lawyers. Judith A. Saxe is a senior wealth strategist for CIBC Private Wealth with over 35 years of industry experience. In this role, she works closely with clients and their team of advisors to develop and implement comprehensive wealth transfer strategies as part of CIBC Private Wealth’s integrated wealth management process. Prior to joining the firm in 2003, Judith was a senior manager at Ernst & Young LLP, where she was the New England-area director of estate and business succession planning. Previously, Judith practiced law with a specialty in estate planning at major firms in New York City. Judith earned a Bachelor of Arts with honors from Harvard University and a Juris Doctor degree from the New York University School of Law. She was also awarded the Accredited Estate Planner® (AEP®) designation by NAEPC and obtained the Chartered Advisor in Philanthropy® (CAP®) designation through the American College of Financial Services. Judith is a fellow of the American College of Trust and Estate Counsel (ACTEC) and previously served on the board of directors of the National Association of Estate Planning Councils (NAEPC) and the board of directors of The Boston Estate Planning Council (BEPC). This webinar will be hosted within Tradewing, NAEPCs online community. When registering within this system for the first time, you will be asked to create an account. Please click the button below and then "Sign Up" to create your account. Once complete, you can RSVP as “Going.” See all upcoming and previous webinars The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary education. Programs are COMPLIMENTARY. Webinars are offered within the Tradewing online community, which is separate from the NAEPC website. Participants must create an account prior to their first registration, and can then easily register for the webinar(s) they would like to attend. Not able to attend on the live date and time? Register anyway and we'll send you a link so you can view the recording at your own convenience. Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact [email protected] prior to attending if you have any questions with regard to the availability of credit. Webinar sponsorship is available, along with other opportunities to support the association. Email [email protected] to be added to the distribution list for opportunities. See Upcoming Event Calendar Updates in Estate Planning, CLE Michael D. Kelly, CPA, BLS, Christel Duff, Esquire, Duff Law LLC, and Lau