Estate Administration

July 12, 2022 @ 7:00 pm to 10:00 pm
Deirdre Wheatley-Liss, Esq., LL.M. & Dan Makoski, J.D., LL.M.
3 Taxation Credits
Prerequisites: None

Ms. Wheatley-Liss and Mr. Makoski will cover the estate administration process. They will review probate vs non-probate assets. The role of the estate fiduciary will be discussed, as well as the accompanying CPA role, including fiduciary litigation. The preparation of state and federal estate tax returns will also be covered.

Delta Hotels by Marriott Woodbridge
515 US Highway 1 South, Iselin, New Jersey 08830 USA


Speaker Bios:

Deirdre Wheatley-Liss is a Principal at Porzio, Bromberg & Newman, P.C. The core of Ms. Wheatley-Liss’s practice is protecting the wealth her clients have earned and created over a lifetime. With a focus on educating clients, 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 and is the author of the book Plan Your Own Estate.

Daniel Makoski is Counsel to Porzio, Bromberg & Newman, P.C. and a member of the firm’s Wealth Preservation Group. His primary areas of concentration are tax planning, tax controversy, transactional business matters, wills, trusts, and estate planning. Mr. Makoski has extensive experience advising clients on personal income tax matters, including tax-efficient methods of acquiring and distributing assets, negotiating with tax authorities to minimize or eliminate tax deficiencies, appearing in the U.S. Tax Court, and handling IRS appeals.

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