Wealth Preservation

Porzio Attorneys Deirdre Wheatley-Liss and Richard Ploss Presented "Estate Planning for Unusual Assets"

2/7/2017 | Event

Porzio principal Deirdre Wheatley-Liss and counsel Richard Ploss presented a complimentary seminar for New Jersey CPAs and CFPs entitled "Estate Planning for Unusual Assets." The program took place on Tuesday, February 7, 2017 at Porzio's office in Morristown, NJ.

This seminar focused on estate administration issues and potential planning for some "unusual" assets, including: 

  • Pets (including pet trusts)
  • Firearms (including gun trusts)
  • Wine Collections
  • Aircraft
  • Cannabis

One (1) CE credit was available to attendees.

About the Presenters:

The core of Ms. Wheatley-Liss' practice is protecting the wealth that her clients have earned and created over a lifetime. To do this, she focuses on educating clients about how to make the legal system work to help them meet their goals and then carry out that plan. This may include creating wills and trusts, tax planning, advising an executor of an estate, representing a beneficiary in a disputed estate, crafting a long-term care asset protection plan, elder law counseling, special needs planning or guardianships. She is an in-demand speaker on estate planning, elder law and special needs planning. 

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. 

Porzio Bromberg Newman, 100 Southgate Parkway, Morristown, NJ 07962