Deirdre R. Wheatley-Liss
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Phone: 973-538-4700 Ext: 198
Fax: 973-867-4555
Phone: 732-279-3863
Fax: 732-279-3847
7 Century Drive, Suite 201
Parsippany, New Jersey 07054
833 Route 37 West, Suite B
Toms River, New Jersey 08755
Ms. Wheatley-Liss specializes in transactions in the areas of Business Planning, Taxation, Estate Planning and Administration, and Elder Law, with a focus on closely held businesses, non-profit organizations, retirement benefits, and asset protection planning. Her clients include both businesses and individuals. She is also the managing shareholder of the Firm's Technology Committee.
Ms. Wheatley-Liss' continuous pursuit of knowledge distinguishes her from other practitioners in her fields. She has an LL.M in Taxation, an advanced legal degree. She is also accredited as a Certified Elder Law Attorney, one of fewer than 60 attorneys in New Jersey.
In order to educate both the public and the legal community about issues relating to her areas of practice, Ms. Wheatley-Liss is a frequent lecturer and author of legal and consumer-oriented articles. Recent lecture topics include: "Let's Write a Will!"; "Estate Administration Basics"; "Skills and Methods: Estate Planning and Estate Administration"; "Social Media and Ethics" (for the New Jersey Institute of Continuing Legal Education); "Uses for Family Limited Partnerships and Family Limited Liability Companies"; "Fraudulent Transfer Issues in Asset Protection Planning"; "Minimum Distribution Rules for Retirement Plan Benefits"; "10 Questions to Ask to Evaluate Your Estate Plan"; "Medicaid Planning Post-DRA"; and "Elder Law Primer". She has also been featured in Towne and Country Magazine, NJ Biz, Garden State Women Magazine, the Daily Record, Consumer Digest Magazine, New Jersey Lawyer, and Money Magazine. Ms. Wheatley-Liss also authors the Firm's legal blog, New Jersey Estate Planning & Elder Law Blog, a leading blog offering commentary on developments in Tax Law, Estate Planning, Estate Administration, Elder Law and Business Law.
Ms. Wheatley-Liss is active in the local business community as a member of the Board of Directors of the Morris County Chamber of Commerce, as well as the Steering Committee for the Women in Business Committee of the Morris County Chamber of Commerce. She acts a legal advisor to a number of local non-profit organizations created to support various populations in Morris County. She has been awarded "Top Forty under 40" recognizing individuals who are making headlines in their fields and who share a commitment to business growth, professional excellence and the community, as well as "Top 50 Business Women in New Jersey" honoring New Jersey's most dynamic and distinguished women in business today. She has also been named a "Super Lawyer - Rising Star" for two years running by her attorney peers, an honor bestowed upon fewer than 2.5% of the 80,000+ attorneys in New Jersey.
Ms. Wheatley-Liss is also a member of the American Bar Association, Probate and Real Property Section and Tax Section; New Jersey Bar Association, Tax, Real Property and Probate Section and Elder Law Sections, and New York Bar Association, Probate Section, as well as the National Association of Elder Law Attorneys.
Education
LL.M in Taxation, New York University, 2000
J.D. , Boston College School of Law, 1995
B.A., Johns Hopkins University, 1992
with honors
Jurisdictions Admitted to Practice
New Jersey, 1997New York, 1998
Accreditations
Awards
Super Lawyers - Rising Star - 2009, 2010 - recognizing attorneys nominated by their peers, and comprising fewer than 2.5% of attorneys in New Jersey.
Top 50 Business Women in New Jersey - 2009 - Recognizing New Jersey's most dynamic and distinguished women in business today (NJBIZ magazine).
Top Forty under 40 - 2008 - - Recognizing individuals who are making headlines in their fields and who share a commitment to business growth, professional excellence and the community (NJBIZ magazine).
Recent Announcements
2005 - Present - New Jersey Estate Planning & Elder Law Blog
November, 2011- Shareholder Deirdre R. Wheatley, Liss, Esq was honored by the Boy Scouts of America as an outstanding woman who serves as an exemplary role model.
October, 2011 - Shareholder Deirdre R. Wheatley-Liss, Esq is featured in the October 24th NJBiz - Planning for the future may minimize estate tax liability
September, 2009 - Shareholder Deirdre R. Wheatley-Liss, Esq. is featured in Money Magazine - How to Talk to Your Parents About Money.
August, 2009 - Shareholder Deirdre R. Wheatley-Liss has launched New Jersey Estate Planning and Elder Law Blog, exploring topics relating to Estate Planning, Elder Law, and Tax Law. Click here for recent headlines.
April, 2009 - Shareholder Deirdre R. Wheatley-Liss has been honored as a Super Lawyer - Rising Star, recognizing attorneys nominated by their peers, and comprising less than 2.5% of attorneys in New Jersey.
March, 2009 - Shareholder Deirdre R. Wheatley-Liss has been awarded Top 50 Business Women in New Jersey- 2009 - Recognizing New Jersey's most dynamic and distinguished women in business today (NJBIZ magazine).
January, 2009 - Shareholder Deirdre R. Wheatley-Liss has been named to the Board of Directors of the Morris County Chamber of Commerce.
January, 2009 - Shareholder Deirdre R. Wheatley-Liss chairs the Morris County Chamber of Commerce Women In Business 2009 kickoff event "Promote Yourself - Everything Counts", an overwhelmingly popular event that garnered the greatest attendance in WIB's history.
September, 2008 - Deirdre R. Wheatley-Liss, Esq. has been named to Top Forty under 40 - 2008, recognizing individuals who are making headlines in their fields and who share a commitment to business growth, professional excellence and the community (NJBIZ magazine).
April, 2008 - Deirdre R. Wheatley-Liss, Esq. has been featured in the Sunday Daily Record in the Article "Parsippany lawyer's practice a senior matter"
April, 2008 Deirdre R. Wheatley-Liss, Esq. has accepted a nomination to serve on the Steering Committee of the Women in Business Committee for the Morris County Chamber of Commerce.
Deirdre R. Wheatley-Liss: WMTR 1250am Radio Interview with KRASNEY’S “On Everything Money”.
May, 2007 - Deirdre R. Wheatley-Liss is a featured speaker at the Garden State Women Magazine 6th Annual Financial Conference & Networking Event on May 12 at the Park Avenue Club in Florham Park. This is an exciting day where New Jersey’s top insurance, real estate, legal and financial professionals will provide women with the information and guidance needed to take charge of their financial future. Click here for more details.
April, 2007 - Deirdre R. Wheatley-Liss is a featured speaker at The National Dog Conference focusing on helping local organizations across the country establish off-leash dog areas within their municipalities. Click here for more information.
Articles
December, 2010 -Deirdre R. Wheatley-Liss, Esq was recently interviewed for “Financial Candor Makes Second Marriages Sweeter."
FAIR? New Jersey's Millionaire's Tax and Property Tax Relief Bill - a summary of NJ's new gross income tax and property tax rebate law.
New Jersey Estate Tax Changes - A look at the 2002 law creating a separate New Jersey Estate tax.
Tax Relief? - A look at the 2001 Tax Bill - Explores the Economic Growth Tax Relief Act of 2001.
FLP's and FLLC's: Versatility Beyond Discounts - An in-depth look at the use of Family Limited Partnerships and Family Limited Liability Companies as methods to reduce gift and estate taxes and protect assets from creditors
Recent Trends in Trust and Estates (New Jersey Bar Association Probate and Real Property Section Newsletter, Winter, 1999)
