Estate Tax Planning Update and Advanced Estate Planning Techniques

October 5 @ 7:00 pm – 10:00 pm
Deirdre R. Wheatley-Liss, Esq., LL.M.

With possible changes in the estate tax law on the horizon, this presentation will provide an update of the current estate tax laws and opportunities available to high net worth individuals. Discussion will include explanation of advanced estate planning techniques that high net worth individuals can use to leverage the use of available gift exemptions to transfer wealth to their heirs.

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


Speaker Bio:

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.

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