Counsel
Morristown, NJ/Princeton, NJ
973.889.4087
irploss@pbnlaw.com
I. Richard Ploss is Counsel to Porzio, Bromberg & Newman P.C. and a member of the firm's Trusts and Estates Department. 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 has extensive experience advising individual clients in the areas of wealth transfer planning and the preparation of estate planning documents.
Mr. Ploss 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. Mr. Ploss currently serves as an Adjunct Professor, teaching Trusts & Estates at the University of Maine Law School. He has previously taught classes in estate planning at Boston University, Fordham University, Fairleigh Dickinson University and Georgetown University.
LEGAL EXPERIENCE
ACCOUNTING EXPERIENCE
TEACHING EXPERIENCE
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.