National Business Institute

Theodore J. Zeller III, and Danielle M. DeFilippis, attorneys of law firm Norris McLaughlin, P.A., will present “Brewery and Distillery Law in Pennsylvania and New Jersey” at a training seminar hosted by the National Business Institute on Thursday, June 6, 9 a.m.– 4:30 p.m., at Homewood Suites by Hilton in Valley Forge.

The speakers will present ways to help clients understand the complex world of alcohol manufacturing and distribution; minimize liability; and navigate the licensing, labeling and tax reporting challenges along the way. They will also discuss how to effectively protect client’s intellectual property, avoid legal landmines in advertising, and give valuable tips for negotiating distribution agreements. Topics include brewery and distillery business entity selection, formation, finance and insurance; licensing, labeling, and regulatory compliance; federal and state tax reporting requirements; negotiating/drafting brewery and distillery contracts; intellectual property and advertising; and ethics. For more information and to register, please click here.

Zeller, a Member of the firm and Chair of its Liquor Law Practice Group, is experienced in liquor law, regulatory licensing, commercial transactions, real estate transactions, and litigation. He was lead counsel in a beer rights case brought against the world’s largest brewers and is General Counsel to Brewers of Pennsylvania.  Known throughout Pennsylvania, he also represents beer interests on a national level and advises breweries and wholesalers on state regulatory matters involving beer distribution and franchise laws. He regularly prepares distribution agreements for his clients, and coordinates state and federal licensing for manufacturing and national distribution. Zeller has tried multiple cases in county and federal court, including jury trials, and hundreds of cases before arbitration panels, district justices, and administrative law judges. He is General Counsel to D.G. Yuengling and Son, Inc.; represents alcohol interests in every category; and has helped numerous start-up breweries, wineries, distilleries, and retailers.  He currently serves as Chairman of the Allentown Parking Authority. Zeller is an author of the firm’s liquor law blog, Legal Liquor. He earned his J.D. from Pennsylvania State University Dickinson School of Law, and his B.A. from the University of Notre Dame.

DeFilippis, a Member of the firm and Co-Chair of its Intellectual Property Law Practice Group, focuses her practice on intellectual property prosecution and litigation. She represents individual and corporate clients in all phases of litigation, from commencement through trial, and regularly serves as lead counsel in cases before federal and state courts, the Trademark Trial and Appeal Board of the U.S. Patent and Trademark Office, and alternative resolution forums. She has represented clients in a variety of industries, most notably food and beverage, liquor, jewelry, and cosmetics. She has handled cases involving trademark and copyright infringement, false advertising, commercial disparagement, business torts, deceptive trade practices, Lanham Act claims, state and federal unfair competition laws, and other business disputes.  She is an author of the firm’s trademark, copyright, and unfair competition blog, More Than Your Ma®k.  DeFilippis received her J.D. from Seton Hall University School of Law and her B.A. from The Pennsylvania State University.

Posted in: Business Law, Danielle M. DeFilippis, Food, Beverage & Hospitality, Intellectual Property, Liquor Law, Licensing, Manufacturing and Distribution, News, Theodore J. Zeller III | Tags: Danielle DeFilippis, liquor law, National Business Institute, NBI, New Jersey, pennsylvania, Ted Zeller

Theodore J. Zeller III, and Danielle M. DeFilippis, Attorneys of law firm Norris McLaughlin, P.A., will discuss Brewery and Distillery Law in Pennsylvania and New Jersey at a training seminar hosted by the National Business Institute on Thursday, June 6, 9 a.m.– 4:30 p.m. at Homewood Suites by Hilton in Valley Forge.

The speakers will present ways to help clients build a solid business; minimize liability; and navigate the licensing, labeling and tax reporting challenges along the way. They will discuss how to effectively protect client’s intellectual property, and avoid legal landmines in advertising, and give valuable tips for negotiating distribution agreements.

Topics include:

• brewery and distillery business entity selection, formation, finance, and insurance
• licensing, labeling, and regulatory compliance
• federal and state tax reporting requirements
• negotiating/drafting brewery and distillery contracts
• intellectual property and advertising
• ethics

When: Thursday, June 6, 2019

9:00 a.m. – 4:30 p.m.

Where: Homewood Suites by Hilton

681 Shannondell Boulevard
Audubon, PA 19403

For more information and to register, please click here!  

Posted in: Business Law, Cannabis Law, Danielle M. DeFilippis, Events, Food, Beverage & Hospitality, Intellectual Property, Liquor Law, Licensing, Manufacturing and Distribution, Theodore J. Zeller III | Tags: brewery, Business Entity, Danielle DeFilippis, distillery, Federal Tax, Intellectual Property, labeling, licensing, liquor law, National Business Institute, NBI, New Jersey, pennsylvania, Regulatory Compliance, State Tax, Ted Zeller

Victor S. Elgort, a Member of law firm Norris McLaughlin, P.A., will speak at the National Business Institute’s seminar, “Top 8 LLC Mistakes to Avoid in Everyday Business Practices: Avoid, Manage and Leverage Formation, Tax and Operating Agreement Oversights.” The seminar, approved for 8 NJ and NY CLE credits, 6.5 PA CLE credits, 8 CPE credits, and 0.7 IACET credits, will be held Thursday, December 20, 8:20 a.m. – 4:40 p.m., at the Holiday Inn Philadelphia-Cherry Hill in Cherry Hill.

Elgort will lecture principally on “Taxation of LLCs – Top Attorney Mistakes”, with a focus on operating agreement drafting errors.  For more information or to register, visit the NBI website.

Elgort often speaks at seminars on structuring complex LLC and partnership transactions. Most recently, on November 27, he spoke on a similar topic for the Nassau County Bar Association in New York, at a meeting jointly sponsored by three sections of the Bar Association, including the Corporation, Taxation, Banking & Securities Law Committees.  The theme was “All-Too-Common Mistakes in LLC Operating Agreements.”

Elgort is Chair Emeritus of the firm’s Tax Group, practicing out of all three Norris McLaughlin locations, as he is admitted in New Jersey, New York, and Pennsylvania. His practice concentrates on business law and tax planning, including the structuring of partnerships and joint ventures, tax-saving real estate and business exit strategies, executive compensation, and domestic and international estate planning matters.

Elgort organized and created the first limited liability company in New Jersey.  He authored the standard form operating agreements and other documents for limited liability companies published by Julius Blumberg, Inc., including both the forms for use in New Jersey and the generic forms offered nationwide for limited liability companies.

In addition, Elgort is a Fellow of the American College of Trust and Estate Counsel.  He frequently lectures at tax planning courses, including continuing education seminars. He has authored extensive material published by the NBI, Lorman Education Services, Professional Education Seminars, and other national seminar companies, including topics such as “LLCS: Beyond the Basics”, “LLC Business Law Bootcamp”, “LLCs: Advising Small Business Start-Ups and Larger Companies in New Jersey”, “Partnerships, LLCs and LLPs: Organization and Operation,” “Asset Protection Planning in New Jersey,” “Limited Liability Companies in New Jersey,” “Transferring Business Wealth,” “Administration of the Estate in New Jersey,” “Planning Opportunities with Living Trusts in New Jersey,” “New Jersey Probate: Beyond the Basics,” “A Practical Guide to Estate Administration in New Jersey,” and “Family Limited Partnerships and Limited Liability Companies in New Jersey.”

Elgort received his undergraduate degree with high honors from Rutgers University, his J.D. with honors from Cornell University, and his LL.M. in Taxation from New York University. He is included in the Trusts and Estates section of The Best Lawyers in America and has been named by his peers as a New Jersey Super Lawyer in the Tax section.

Posted in: Business Law, News, Victor S. Elgort | Tags: Best Practices, Business Law, CLE credit, LLC, LLC Operating Agreements, National Business Institute, NBI, Partnership Transactions, seminar, tax law, Victor Elgort

James J. Costello, Jr., a Member of law firm Norris McLaughlin, P.A., and Co-Chair of its Trust, Estate and Individual Tax Group, will be a featured speaker at “Using Trusts in Estate Planning and Asset Protection,” sponsored by The National Business Institute (NBI).  The seminar will take place at the Courtyard Princeton on Thursday, November 15, and Friday, November 16, from 9:00 am to 4:30 pm.

The seminar will address the effective use of trusts in estate planning and asset protection. Presenters will explore a variety of planning tools that will help tailor a trust that fits the client’s specific situation. CLE, CPE, IACET, and PACE credits are available. For more information or to register, please visit the NBI’s web site here.

Costello focuses his practice on estate planning and administration, litigation and disputes among beneficiaries, general federal and state tax law and controversies, and the formation, dissolution, purchase, sale and mergers of all types of closely-held business entities.

Costello represents individuals in all aspects of general and sophisticated estate planning, including drafting wills, lifetime and testamentary trusts, powers of attorney, health care directives, prenuptial agreements and co-habitation agreements, employing sophisticated strategies when warranted matters include family limited liability companies (“LLCs”), sales to intentionally defective grantor trusts, spousal lifetime access trusts (“SLATS”), dynasty trusts and charitable trusts.  His representation of fiduciaries covers all aspects of estate and trust administration, including preparation and filing of federal and state estate and income tax returns; representation in IRS and New Jersey Division of Taxation audits; litigation and disputes among beneficiaries; preparation and filing of federal and state estate and inheritance tax returns; and defending those returns on audit.

Costello has published articles and lectured extensively to civic and professional groups on estate planning, elder law, and tax law topics.  He is a former Trustee and Advisory Board Council member of Alzheimer’s New Jersey (formerly known as the Greater New Jersey Chapter of the Alzheimer’s Association), and a former Trustee and Secretary of the Bernardsville Library Foundation, Inc. and currently serves on the Vestry of the Church of St. John on the Mountain in Bernardsville. Costello earned his J.D. from Western New England College School of Law and his M.L.T. from Georgetown University Law Center.

Posted in: Estate Planning & Administration, James J. Costello, News | Tags: asset protection, estate planning, Estate Planning and Administration, James J. Costello, Jr., National Business Institute, NBI, Trusts

James J. Costello, Jr. will be a presenter at the seminar “Using Trusts in Estate Planning and Asset Protection.” The 2 day seminar is sponsored by the National Business Institute and will take place on Thursday, November 15 and Friday, November 16 from from 9:00 am to 4:30 pm at the Courtyard Princeton. CLE and CPE credits are available.

The seminar will guide attendees through how to effectively use trusts for estate planning and asset protection. Attendees will explore a variety of planning tools that will help them tailor a trust that fits their client’s specific situation.

• Find out how to select the best trust option for each unique situation.
• Protect retirement accounts with the use of IRA trusts.
• Use trusts to help clients qualify for Medicaid while protecting their assets.
• Discover ways to structure special needs trusts so beneficiaries still qualify for public benefits.
• Learn how to minimize client’s tax burdens with the use of defective trusts.
• Properly handle the administration of a trust.
• Clarify who the client is to avoid conflicts of interest and other ethical violations.

The basic to intermediate level seminar is designed for professionals involved in structuring and administering trusts:

• Attorneys
• CPAs and Accountants
• Trust Officers
• Tax Managers
• Wealth Managers
• Paralegals

To register, please click here.

Posted in: Events | Tags: asset protection, estate planning, James J. Costello, Jr., National Business Institute, trust

Victor S. Elgort, a Senior Member of Bridgewater-based law firm Norris McLaughlin, P.A., will speak at “LLCs: Beyond the Basics,” a one-day course presented by the National Business Institute (NBI) discussing how to capitalize on the advantages of LLCs on Monday, November 6, 8:00 a.m. – 4:40 p.m., at the Holiday Inn in Princeton.

Elgort will highlight advantageous uses of LLCs, including using an LLC to hold real property, hold tangible personal property or intangible assets, as a valuation “freeze” entity, in estate planning, to hold life insurance policies, for venture capital projects and corporate joint ventures, and in lieu of corporate subsidiaries.  For more information or to register, visit the NBI website.

Elgort is Chair of the firm’s Tax Group, practicing out of all three Norris McLaughlin, P.A. locations, as he is admitted in New Jersey, New York, and Pennsylvania. His practice concentrates on business law and tax planning, including the structuring of partnerships and joint ventures, tax-saving real estate and business exit strategies, executive compensation, and domestic and international estate planning matters.

Elgort organized and created the first limited liability company in New Jersey.  He has authored the standard form operating agreements and other documents for limited liability companies published by Julius Blumberg, Inc., including both the forms for use in New Jersey and the generic forms offered nationwide for limited liability companies.

In addition, Elgort is a Fellow of the American College of Trust and Estate Counsel.  He frequently lectures at tax planning courses, including continuing education seminars. He has authored extensive material published by the NBI, Lorman Education Services, Professional Education Seminars, and other national seminar companies, including “Partnerships, LLCs and LLPs: Organization and Operation,” “Asset Protection Planning in New Jersey,” “Limited Liability Companies in New Jersey,” “Transferring Business Wealth,” “Administration of the Estate in New Jersey,” “Planning Opportunities with Living Trusts in New Jersey,” “New Jersey Probate: Beyond the Basics,” “A Practical Guide to Estate Administration in New Jersey,” and “Family Limited Partnerships and Limited Liability Companies in New Jersey.”

Elgort received his undergraduate degree with honors from Rutgers University, his J.D. with honors from Cornell University, and his LL.M. in Taxation from New York University. Elgort is included in the Trusts and Estates section of The Best Lawyers in America and has been named by his peers as a New Jersey Super Lawyer in the Tax section.

Posted in: Estate Planning & Administration, News, Victor S. Elgort | Tags: Corporate Joint Ventures, estate planning, Freeze Entity, Life Insurance, LLC, National Business Institute, NBI, Valuation, Venture Capital, Victor Elgort

Victor S. Elgort, a Senior Member of the Bridgewater-based law firm Norris McLaughlin, P.A., will speak at “LLC Operating Agreements,” a one-day course presented by the National Business Institute on Monday, December 19, from 9:00 a.m. to 4:30 p.m. at the Courtyard by Marriott in Princeton.

Elgort will speak on “Tax Mistakes Made in Distribution, Allocation and Entity Selection” and “Transfer Restriction Issues, Right of First Refusal, Impasse (Put/Call), Capital Call and Dissolution Provisions.”  For more information or to register, visit the NBI website.

Elgort is Chair of the firm’s Tax Group. His practice concentrates on business law and tax planning, including the structuring of partnerships and joint ventures, tax-saving real estate and business exit strategies, executive compensation, and domestic and international estate planning matters.

Elgort organized and created the first limited liability company in New Jersey.  He has authored the standard form operating agreements and other documents for limited liability companies published by Julius Blumberg, Inc., including both the forms for use in New Jersey and the generic forms offered nationwide for limited liability companies.

In addition, Elgort is a Fellow of the American College of Trust and Estate Counsel.  He frequently lectures at tax planning courses, including continuing education seminars. He has authored extensive material published by the National Business Institute, Lorman Education Services, Professional Education Seminars, and other national seminar companies, including “Partnerships, LLCs and LLPs: Organization and Operation,” “Asset Protection Planning in New Jersey,” “Limited Liability Companies in New Jersey,” “Transferring Business Wealth,” “Administration of the Estate in New Jersey,” “Planning Opportunities with Living Trusts in New Jersey,” “New Jersey Probate: Beyond the Basics,” “A Practical Guide to Estate Administration in New Jersey,” and “Family Limited Partnerships and Limited Liability Companies in New Jersey.”

Elgort received his undergraduate degree with honors from Rutgers University, his J.D. with honors from Cornell University, and his LL.M. in Taxation from New York University. Elgort is included in the Trusts and Estates section of The Best Lawyers in America and has been named by his peers as a New Jersey Super Lawyer in the Tax section.

Posted in: News, Taxation, Victor S. Elgort | Tags: Allocation, distribution, Entity, LLC, National Business Institute, NBI, Operating Agreements, tax

James J. Costello, Jr., a Member of the Bridgewater-based law firm Norris McLaughlin, P.A., will be a featured speaker at “Revocable Living Trusts from Start to Finish,” sponsored by The National Business Institute.  The seminar will take place at the Holiday Inn Princeton on Monday, November 7, from 9:00 am to 4:30 pm.

Attendees will receive straightforward instruction to clarify when RLTs are used most effectively and avoid drafting and administration mistakes that could be haunting later down the line.  For more information or to register, visit the NBI’s web site at www.nbi-sems.com.

Costello focuses his practice on estate planning and administration; litigation and disputes among beneficiaries; general federal and state tax law and controversies; and the formation, dissolution, purchase and sale of all types of closely-held business entities.

He represents individuals in all aspects of general and sophisticated estate planning, including drafting wills, lifetime and testamentary trusts, powers of attorney, health care directives, prenuptial agreements and co-habitation agreements, employing sophisticated strategies when warranted matters include family limited liability companies (“LLCs”), sales to intentionally defective grantor trusts, spousal lifetime access trusts (“SLATS”), dynasty trusts and charitable trusts.  His representation of fiduciaries covers all aspects of estate and trust administration, including preparation and filing of federal and state estate and income tax returns; representation in IRS and New Jersey Division of Taxation audits; litigation and disputes among beneficiaries; preparation and filing of federal and state estate and inheritance tax returns; and defending those returns on audit.

Costello has published articles and lectured extensively to civic and professional groups about a variety of estate planning and tax law topics.  He is a former Trustee and current Advisory Board Council member of the Greater New Jersey Chapter of the Alzheimer’s Association, and a Trustee and the former Secretary of the Bernardsville Library Foundation, Inc.  Costello earned his J.D. from Western New England College School of Law and his M.L.T. from Georgetown University Law Center.

Posted in: Estate Planning & Administration, James J. Costello, News | Tags: Costello, Living Trusts, National Business Institute, NBI, RLT