I. Richard Ploss

ACCOUNTING EXPERIENCE

• Arthur Andersen & Co., Atlanta, GA, Tax Staff Accountant, 1985 - 1987.
• International Paper Company, Management Accountant, 1980 - 1983.

TEACHING EXPERIENCE

• University of Maine Law School, Portland, ME, Adjunct Professor of Law, January 2012 - Present.
• Boston University, Boston, MA, Part Time Adjunct Instructor, Certified Financial Planner™ Program, 2010 - 2011.
• Fordham University, New York, NY, Teaching Fellow, School of Continuing Education, Estate Planning and Capstone Case Course Classes in (CFP®) Certificate Program, 2005 - 2010.
• Fairleigh Dickinson University, Madison, NJ, Adjunct Instructor, School of Continuing Education, Certified Financial Planner™ Certificate Program, 1995 - 2009.  
• Georgetown University, Washington, DC, Visiting Professor, Executive Program, Certified Financial Planner™ Certificate Program, 2002 - 2006.

• National Association of Fee Only Professional Advisors (NAPFA), Member
• American Bar Association, Real Property and Trust Law Section
• Boston Estate Planning Council
• Certified Financial Planner (CFP®) Board of Standards, Council on Examinations, 2007 - 2010 (Chair 2009), Estate Planning Subject Matter Content Specialist
• Financial Planning Standards Board (FPSB) Financial Planning Standards Committee, 2010 - 2013
• Institute of Certified Financial Planner (ICFP), Central New Jersey Society, Former President
• Maine Estate Planning Council, 2009 - 2014
• Northern New England Financial Planners’ Association (FPA)
• Society of Trusts & Estates Practitioners (STEP), Boston, MA Chapter

• Presenter, “Marital Deduction Trusts and Generation Skipping Transfer Tax Trusts,” NBI's Trusts From A to Z seminar, June 17, 2021. 
• Co-Presenter, "Minimizing Identity Theft and Compromise: How to Protect Yourself, Your Family and Your Assets From Fraud", Northern New Jersey Financial Advisor's Group Webinar, May 26, 2020.
• Co-Presenter, "New Planning for the SECURE Act with IRAs and Retirement Plans," Porzio Bromberg & Newman, P.C., Webinar, February 04, 2020.
• "Estate Administration From Start To Finish," NBI, December 10th and 11th, 2019.
• "Estate Planning for Unusual Assets", ALI CLE, Philadelphia, PA, October 18, 2019
• "Estate Planning for Unusual Assets," and "Multi-Jurisdiction Estate Planning," NJICLE, Summer CLEfest- Tax & Estate Planning Track, Atlantic City, NJ, August 10, 2018.
• "Strategies for a New Era in Giving," Annual Conference of New Jersey Council of Charitable Gift Planners, June 11, 2018.
• "Estate Planning for Digital Assets," Financial Planning Association; The Round National Broadcast, April 2018.
• "Fiduciary Bootcamp," CLE Seminar, New Jersey Institute of Continuing Legal Education (NJICLE), April 2018. 
• "Estate Planning for Digital Assets," Community Foundation, Princeton, NJ, January 2018. 
• "Estate Planning for Unusual Assets," Advisor's Group, Morris County, NJ, December 2017. 
• "Estate Planning For Digital Assets," Mercer County Estate Planning Council, Lawrenceville, NJ, June 14, 2017.
• "Estate Planning & Administration For Firearms," Estate Planning Council of New York City (EPCNYC), New York, NY, April 27, 2017.
• "New Jersey Uniform Trust Code," Financial Planning Association of New Jersey, South Iselin, NJ, March 28, 2017.
• "Estate Planning for Unusual Assets," Porzio, Bromberg & Newman, Morristown, NJ, February 7, 2017.
• "Estate Planning for Digital Assets," Morris County Financial Advisors Study Group, Morristown, NJ, November 22, 2016. 
• "Estate Planning for Digital Assets," Porzio, Bromberg & Newman, Morristown, NJ, October 4, 2016. 
• "Digital Assets," National Business Institute's Seminar on Estate Planning Oddities and Challenges, Portland, ME, August 15, 2016.
• "Estate Planning: Digital Assets," Saint Joseph's College CPA Workshops, May 19, 2016.
• "Disclaimers In Estate Planning," Morris County Advisory Group, November 2015.
• "Defense of Marriage Act (DOMA)," Maine Tax Forum, November 2014.
• "Estate Planning and Income Taxation," Northern New England Financial Planning Association, March 2014.
• "Financial Planning & Ethics," Maine Bankers Association Annual Meeting, November 2013.
• "Estate Planning and Income Taxation," Northern New England Financial Planning Association, October 2012.
• "Federal and New Jersey Wealth Transfer Tax Implications in the Context of Medicaid Planning," National Business Institute (NBI), September 2012.
• "Estate Planning for Digital Assets," Television Interview, WHTW Channel 8, Portland, ME, October 2011.
• "Financial Sustainability: Planning Your Future," Maine Osteopathic Association, September 2010.
• "Estate Planning and Fiduciary Income Taxation," St. Joseph’s College, continuing professional education series, Standish, ME, November 2010 – Present.
• "Estate Planning Considerations For Spouses In Cross State Moves Between Community Property and Common Law Jurisdictions," 58^th Semi-Annual Tax and Estate Planning Forum, December 2008.
• “The Impact of Interest Rates In Estate Planning,” Financial Planning Association (FPA) of New Jersey, July 2008.
• "Let’s Write A Will," New Jersey Institute on Continuing Legal Education (ICLE), February 2007.
• "Disclaimers and Other Post Mortem Planning Techniques," Panelist, New Jersey Institute on Continuing Legal Education (ICLE), February 2007.
• "Estate Planning," National Association of Fee Only Professional Advisors (NAPFA), Morristown, NJ, April 2006.
• "Uses of Life Insurance In Estate Planning," Fairleigh Dickinson University Insurance Institute, 2005.
• "Estate Planning for Single, Divorced and Widowed Women," Deciding What If Rutgers Women’s Seminar, Rutgers University Cooperative Extension of Morris County and Somerset County, New Jersey, annual presentation 1995 – 2009.
• "Estate Planning," Rutgers University Money 2000 lecture series, New Brunswick, NJ, October 2000.
• "Estate Planning and Taxation," Affinity Federal Credit Union, Bedminster, NJ, 1994-1998."Pre Mortem Estate Planning," Institute of Certified Financial Planners Central New Jersey Society, November 1997.
• "Estate Planning and Tax Considerations," Bellcore Pioneers of New Jersey, September 1995.

• "Your Rights Under NJ's Medical Aid in Dying Act" Co-author, January 2020
• "State Income Taxation of Non-grantor Trusts: An Important Area for Tax Planning," Journal of Financial Planning, November 2019
• "Financial Planners Need to Start Asking Clients About Digital Assets," Financial Advisor Magazine, April 26, 2018
• "Estate Planning for Digital Assets: Understanding the Revised Uniform Fiduciary Access to Digital Assets Act and Its Implication for Planners and Clients," Journal of Financial Planning, April 2018.
• "What New Jersey Residents Need To Know About Digital Assets Under New Jersey's New Digital Asset Act," September 28, 2017.
• "Ethics For Trusts & Estates Practition," 2013 edition.
• "Best Practices For Structuring Trusts & Estate, Leading Lawyers of Drafting a Flexible Plan, Protecting the Client’s Assets and Leveraging Tax Strategies," 2012 edition.