Wealth Preservation

Richard Ploss to Present at NBI Seminar on Estate Planning Oddities and Challenges

8/15/2016| Event

Porzio counsel Richard Ploss will be a speaker during the National Business Institute's (NBI) seminar on Estate Planning Oddities and Challenges, taking place on August 15, 2016 from 9:00 am - 4:00 pm at the Fireside Inn & Suites in Portland, Maine. Mr. Ploss will present a workshop on "Digital Assets," at 3:30 pm.

Estate planning is an ever-evolving field, as new planning priorities emerge, old techniques must often be abandoned. This full-day seminar provides its attendees with the opportunity to learn the best strategies to tackle unique new challenges and to identify new avenues for client representation to stay ahead of the curve.

For additional details or to register, please click here.

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Porzio Business Owners Symposium Series: Changes Affecting Business Utilization of Independent Contractors

4/15/2016| Event

Porzio and The Alternative Board of North Central New Jersey (TABNJ) hosted the second seminar of the Business Owners Symposium Series (BOSS) on April 15, 2016 at Porzio's offices in Morristown, New Jersey. The seminar, "Changes Affecting Business Utilization of Independent Contractors," was led by Porzio principal Kerri Wright.

The program provided attendees with the latest developments in New Jersey employment law as it relates to the utilization of independent contractors, outlining the difference between an employee and an independent contractor. (Hint: They are almost always employees.) Attendees performed a risk assessment of their contractual relationship with customers and vendors.

For more information on BOSS and the dynamic series of programs designed to offer insightful and impactful information to help your business grow, please contact Diane AverellDiane McKayDeirdre Wheatley-Liss or Kerri Wright.

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Porzio Principals Speak at the 2016 Cyber Security Conference

6/14/2016| Event

Porzio principals Deirdre R. Wheatley-Liss and Charlie J. Stoia were among the speakers at the 2016 Cyber Security Conference at the New Jersey Law Center in New Brunswick, New Jersey. Panel II, "Best Practices, Breach Response and Compliance," took place at 10:40 AM on Tuesday, June 14, 2016.

In a time when the business world is faced with mobile technology, cloud computing and cyber criminals, the integrity and security of information is an ever-growing concern. Law firms must come to grips with these challenges, particularly with the confidentiality requirements associated with the Rules of Professional Conduct.

The 2016 Cyber Security Conference provided attendees with tools to tackle concerns facing businesses and their attorneys regarding cyber security, coverage, data and ethical mandates.

NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 6.7 hours of total CLE credit.

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Porzio Hosts New Jersey Uniform Trust Code Seminar

5/11/2016| Event

Porzio, Bromberg & Newman, P.C. (Porzio) hosted a Uniform Trust Code seminar on May 11, 2016 at Porzio's offices in Morristown, NJ. This special event was sponsored jointly by the Estate Planning Council of Northern New Jersey and the Morris County Bar Association Trust, Estate and Elder Law Committee.

The event highlighed speaker Andrew J. DeMaio, Esq., who was instrumental in the passage of the Uniform Trust Code (UTC). Effective July 17, 2016, the UTC applies to all existing and future trusts. Featuring 11 mandatory provisions, this change was the largest to affect Trust & Estate Law in over a decade.  

Agenda
5:00 PM: Registration and light dinner
5:30 PM: Event commences
7:30 PM: Event concludes

This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.0 hours of total CLE credit. Of these, 0 qualify as hours of credit for ethics/professionalism, and 0 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law, municipal court law, and/or matrimonial law.

CFP and CPA continuing education credit will also be offered for this presentation.

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Deirdre Wheatley-Liss Presented Webinar on Current Issues, Trends and Approaches for Long Range Care Planning

5/17/2016| Event

Porzio principal Deirdre R. Wheatley-Liss presented the webinar, "Dollars Making Sense: Current Issues, Trends and Approaches for Long Range Care Planning" to the Aging Life Care Association ("ALCA," formerly the National Association of Professional Geriatric Care Managers) on May 17, 2016 at 4:00 PM ET. 

More than 20% of the US population will be over age 65 by the year 2020, contributing to the mounting burden of long-term care costs for both families and government agencies. In this webinar, Ms. Wheatley-Liss explored trends in care costs across six specific planning situations, examining the intersection of income, assets, care needs, and funding.

Ms. Wheatley-Liss is a certified elder law attorney, focusing her practice in the areas of business planning, taxation, estate planning and administration, elder law for individuals, as well as representing closely held businesses and non-profit organizations. She has experience in Medicaid, retirement benefits and asset protection planning, guardianships and advocacy for the elderly.

To learn more about this practical and informative webinar, please click here.

 

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Deirdre Wheatley-Liss Named as a Member of the Tax Section Steering Committee of the National Association of Elder Law Attorneys

9/17/2015| News

Deirdre Wheatley-Liss continues her community involvement and advocacy by being named as a member of the Tax Section Steering Committee of the National Association of Elder Law Attorneys (NAELA). This non-profit association provides resources and assistance to professionals dealing with the specilized issues relating to elderly and disabled legal services. As stated on NAELA's website, their mission is to, "Establish NAELA members as the premier providers of legal advocacy, guidance and services to enhance the lives of people with special needs and people as they age."

For more information about NAELA, please visit their website at www.naela.org.

Deirdre Wheatley-Liss Nominated as a Director of the Estate Planning Council of Northern New Jersey

5/19/2015| News

Deirdre Wheatley-Liss has been nominated to serve as a Director of the Estate Planning Council of Northern New Jersey.

The Estate Planning Council of Northern New Jersey (EPCNNJ) is affiliated with The National Association of Estate Planners & Councils (NAEPC).  The NAEPC provides public awareness of the services rendered by multi-disciplinary professionals who meet their exceptional standards, and believes that the team approach to estate planning best serves the client.

Ms. Wheatley-Liss focuses her practice in the areas of business planning, taxation, estate planning and administration, elder law for individuals, as well as representing closely held businesses and non-profit organizations. She has experience in Medicaid, retirement benefits and asset protection planning, guardianships and advocacy for the elderly.