Wealth Preservation

What New Jersey Residents Need To Know About Digital Assets Under New Jersey's New Digital Asset Act

9/28/2017| Article

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By I. Richard Ploss

On September 13, 2017, Governor Chris Christie signed into law the Uniform Fiduciary Access To Digital Assets Act (the "Act"). The Act essentially grants New Jersey residents the right to arrange for the access to and management of digital assets in the event of their disability or death. The following represents a summary of what individuals need to understand about the Act and its impact on their estate planning.
 

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Porzio Welcomes New Associate Travis Scales

2/27/2017| News

Porzio is pleased to welcome Travis Scales as an associate of the firm and a member of the firm's Personal Client Services Department. He concentrates his practice in the area of Trusts and Estates Law.

Travis offers a range of client services covering all areas of wealth preservation, including asset protection, business planning, tax compliance and trust administration.

He received his J.D. from Seton Hall University School of Law in 2013 and his Bachelor of Arts degree in Psychology from New York University in 2009.

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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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.