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Date / Time / Location

Tuesday, May 21, 2019
8:00 AM - 12:00 PM
Registration: 7:30 AM

Holiday Inn Clark - Newark Area36 Valley Road
Clark, NJ 07066

CPE Credits

  • 2.00 CPE Credits in CS
  • 2.00 CPE Credits in TX


Free Event
This event is part of the Union County Chapter Season Pass - 2018/19 event bundle.
New Topic - Estate Planning for Unusual Assets
Eldercare issues have reached a crisis status in the United States; with an aging population, the more you know the better prepared you will be. Learn how to advise your aging clients and their families, and how to protect one of our most vulnerable populations. Additionally, hear information on estate planning for unusual assets.


Earn 4 CPE credits.


Estate Planning for Unusual Assets
I. Richard Ploss, CPA, J.D. CFP, TEP - Porzio Bromberg & Newman, P.C.

In this meeting, hear information on:

  • Estate Planning For Digital Assets
  • Planning and Reacting To Children of the New Biology
  • Estate Planning For Firearms
  • Estate Planning For Wine

Top 7 Elder Law Traps Accountants Need to Know to Protect Their Clients' Wealth
Neel Shah, Esq. - Shah & Associates, P.C., Beacon Wealth Solutions LLC

Over the next 30 to 40 years, $30 trillion in assets will pass from boomers to their heirs in the United States alone. 70% of intergenerational wealth transfers fail.   Why?  And how can their most trusted advisor, their accountant, protect the family from such a failure?  In this session, learn how accountants can protect their clients' wealth.

Course Level




Advance Preparation


Additional Notes

Early birds save $15 - late fee will be applied on and after 05/19. Season Pass holders must register for each event.

To access the course materials, please visit your My Events page. Handouts are added as received - remember to check back for updates.

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I. Richard Ploss

I. Richard Ploss, CPA, J.D. CFP, TE
Porzio, Bromberg & Newman, P.C.

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

Neel Shah, J.D.
Trusts & Estate Attorney | Financial Planner
Shah & Associates, P.C. - Attorneys at Law

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 .

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Pre-Registration Closed

Online pre-registration for this event is now closed.