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Deirdre R Wheatley-Liss

Deirdre R Wheatley-Liss

Practice areas:

Business, Elder Law, Estate Planning, Tax

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About Me

When I hear colleagues answer the questions "What do you do" with "I'm a lawyer"  I always think  "Being a lawyer is your profession, it is not what you do for your clients".


 


I am a Business Lawyer and a Personal Lawyer.


 


As a Business Lawyer I help business owners build and maintain the infrastructure of their business - from how to form a business, to how to finance it, to attracting and outgrowing employees, to maximize contract terms in leases, customer agreements and joint ventures, to developing and implementing an exit strategy.  All of this is done keeping an eye on the tax cost to reduce the governments share of the business to its fair minimum.


 


As a Personal Lawyer I help people protect their assets. This can be done in the guise of estate planning "What happens to my family and stuff if I die?" or the guise of elder law planning "What happens to me if a I live a long time and get sick?".  It can also be helping people enter into transactions like buying a house, rental property or business, and unwinding those same transactions.


 


 

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Practice Areas

Licensed since 1997

  1. Estate Planning: 30%
    21 years
  2. Elder Law: 30%
    16 years
  3. Business: 30%
    21 years
  4. Tax: 10%
    16 years

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Contact Info

Porzio Bromberg & Newman, PC

100 Southgate Parkway
Morristown, NJ, 07962

Porzio Bromberg & Newman, PC

156 West 56th Street
Suite 803
New York, NY, 10019-3800

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Resume

License
StateStatusAcquiredUpdated
NYCurrently registered 199803/13/2015
NJActive199705/29/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Certified Elder Law AttorneyAmerican Bar Association approved National Elder Law Foundation2005

Work Experience
TitleCompany NameDuration
ShareholderFein, Such, Kahn & Shepard, PC1998 - 2013
AssociatePower, Weiss & Kurnitt, LLP1997 - 1998
JDPrudential Preferred Financial Services1995 - 1997

Associations
Association NamePosition NameDuration
New Jersey State Bar AssociationMemberN/A
New York State Bar AssociationMemberN/A
National Academy of Elder Law AttorneysMemberN/A
Morris County Bar AssociationMemberN/A

Publications
Publication NameTitleDate
Apress Publishing, LLCPlan Your Own Estate2012

Education
School NameMajorDegreeGraduated
New York University School of LawTaxationLL.M - Master of Laws2000
Boston College Law SchoolLawJD - Juris Doctor1995
Johns Hopkins UniversityN/ABA - Bachelor of Arts1992

Speaking Engagements
Conference NameTitleDate
New Jersey Institute of Continuing Legal EducationLet's Write a Will!N/A