Wealth Preservation

Porzio Attorneys Deirdre Wheatley-Liss and Richard Ploss Co-Presented a Seminar on Estate Planning for Digital Assets

10/4/2016 | Event

Porzio principal Deirdre R. Wheatley-Liss and counsel I. Richard Ploss co-presented at a complimentary seminar for New Jersey CPAs and CFPs. The session,"Estate Planning for Digital Assets," took place at Porzio's offices in Morristown, NJ, on October 4, 2016. 

The program provided participants with a basic understanding of the emerging law of digital assets and potential techniques that can be used to manage, conserve and transmit a client's digital assets. The program also covered the Uniform Fiduciary Access to Digital Assets Act (Revised) that has been enacted in 21 US jurisdictions and for which legislation has been introduced in New Jersey, New York and Pennsylvania.

Ms. Wheatley-Liss divides her practice between representation of business owners and their businesses, counselling individuals and families, and advising non-profit entities. She is a frequent lecturer to professionals and the public on topics related to start-up, intellectual property, employee and independent contractor issues, wealth transfer, tax minimization, business succession planning and cyber-security.

Mr. Ploss concentrates his practice primarily on estate planning for high net worth individuals and their businesses, estate administration, probate litigation and fiduciary income taxation in New Jersey and throughout the East Coast. He is a Certified Public Accountant (CPA) in the state of Georgia, a Certified Financial Planner™ (CFP®) and a Professional Registered Trust and Estate Practitioner (TEP). He frequently publishes articles and speaks on trust and estate matters. 

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