Eldercare Planning & Estate Planning for Unusual Assets (E1905039)

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.

Neel Shah is the founder and managing partner of Shah & Associates, P.C. His law practice is concentrated in all aspects of wills, trusts and estate planning with an emphasis on business law. Represented clients range from individuals and families seeking to protect their legacy for current and future generations all the way to established corporations, LLCs, individual entrepreneurs and start-up ventures. Clients value Mr. Shah’s diverse training and expertise across the business, real estate and wealth-planning law disciplines. He foresees and implements business succession techniques for his corporate and individual clients as they initiate different stages of their business ventures. Additionally, Mr. Shah provides relevant estate planning and asset protection strategies for business and real estate investors so their actions do not jeopardize their family’s wealth. Mr. Shah is admitted to the bars of New Jersey, New York, Pennsylvania and the District of Columbia. He is a graduate of Penn State University and the Benjamin N. Cardozo School of Law, Yeshiva University .