ESTATE PLANNING COUNCIL OF BERGEN COUNTY, INC.

REGISTER HERE:

https://FiduciaryIssuesforILITTrusteesandTheirAdvisors2026.eventbrite.com

Gary A. Borowiec and Andrew C. Egan will discuss the fiduciary issues facing ILIT trustees and their advisors.

GARY A. BOROWIEC

Founder, Managing Partner, & Financial Advisor, Madison Legacy Partners, LLC

CLU®, ChFC®, RFC, LUTCF, CLTC, NSSA, RICP®, AEP®

An experienced financial advisor to affluent individuals, families, and business owners nationwide, Gary's reputation has been built on his knowledge of tax laws and complex life insurance strategies that mitigate risk. A respected voice in the industry, he specializes in product design and reinsurance vehicles to maximize wealth transfer. Gary has been featured in The Wall Street Journal and quoted in national publications including US News & World Report, MainStreet, and Daily Finance. Gary has also shared his insight and expertise in articles for Financial Advisor Magazine and Private Wealth Magazine.

Working closely with a trusted team of professional advisors - including accountants, attorneys, estate planners, and more - Gary creates customized life insurance programs designed to leverage assets, mitigate taxes, and preserve wealth. His clients rely on his experience in estate planning and wealth transfer issues to help effectively manage estate liabilities and preserve family wealth for generations.

Gary is the founder of Madison Legacy Partners, LLC - a Member Firm of M Financial Group, one of the nation's premier financial services design and distribution companies serving the affluent and corporate markets.

In addition to his role as a life insurance advisor, Gary serves the community by applying his financial and business skills as a member of the town council in his hometown of Denville, NJ.

ANDREW C. EGAN

Principal, Bressler Amery & Ross, P.C.

Andrew Egan is one of New Jersey's premier fiduciary litigators. He focuses his practice on navigating emotionally-charged, high stakes probate, trust and guardianship litigation. Andy is an experienced trial attorney with a history of success in guiding clients to the most efficient business result in contentious disputes.

Andy has significant experience representing individual and charitable beneficiaries; fiduciaries including executors, trustees, guardians, and persons acting under powers of attorney, and is frequently appointed by courts to handle difficult or contentious matters. He handles disputes involving challenges to wills and trusts or TOD beneficiary designations; contested guardianship involving millions of dollars in assets; accounting proceedings and other challenges to fiduciaries' management of the assets in their care; and "corporate divorce" disputes among partners or owners of closely-held or family businesses. Andy also has significant experience detecting, preventing and remedying fraud and financial abuse of elderly or otherwise vulnerable people.