Join us for an informative and lively virtual presentation:

• Asset protection through trusts
• Updates on wills to consider
• Tips for Tax benefits through charitable giving

About the Speaker:

Deirdre Wheatley-Liss, Principal
Porzio, Bromberg & Newman, P.C.

Deirdre R. Wheatley-Liss focuses her practice in the areas of asset protection planning, taxation, estate planning and administration, and elder law, as well as representing closely-held businesses and non-profit organizations. She has experience in Medicaid, retirement benefits, probate and will contest litigation, and guardianships and advocacy for the elderly and disabled.

She holds an LL.M in Taxation, an advanced legal degree. She is also accredited as a Certified Elder Law Attorney by the American Bar Association approved National Elder Law Foundation, one of fewer than 100 attorneys in New Jersey with this credential.

Event Details
Date: Wednesday, September 16
Time: 1:00 - 2:15 p.m.
Where: Zoom (link to be provided to registrants)
Cost: Complimentary

Registration
Please register online below. If you have questions, please contact Ely Santoni at santonituere@montclair.edu or 973-655-3695.