Strategies for Creating an Effective Estate Plan

Event Details
  Strategies for Creating an Effective Estate Plan
  June 20, 2013 2:00 PM
  June 20, 2013 4:00 PM
  College Hall Room 235 / President's Conference Room

The Montclair State University Planned Giving Advisory Council proudly presents an educational workshop on:

Strategies for Creating an Effective Estate Plan

Join us for a conversation with Dierdre R. Wheatley-Liss, Esq.

Topics covered will include:

  • Asset Protection Planning
  • Estate Planning
  • Elder Care Planning
  • Personal Tax Planning
  • Avoiding Probate

About the speaker:

Dierdre R. Wheatley-Liss, Esq. is a Certified Elder Law Attorney and a practicing trusts and estates attorney with more than fifteen years' experience. Her passion is educating the public about the law so they can be empowered to use it to their benefit. She graduated with honors from Johns Hopkins University, earned a law degree at Boston College Law School, and holds an advanced Master of Law degree in taxation from New York University School of Law. Wheatley-Liss authors the award-winning New Jersey Estate Planning and Elder Law blog, and she is a sought-after speaker and contributed to national publications such as the New York Times, Consumers Digest, and Money magazine.

There will be a networking reception at 1:30 p.m.
The program will run from 2:00 p.m. to 4:00 p.m.
Coffee will follow.
Parking is available in the Red Hawk Parking Deck.

Registration Information:

$15 per person
Registration includes reception, parking validation, and a $5 contribution to the Annual Fund.

To register, call:

Andrea Bello at 973-655-3054
Montclair State University
University Advancement

Registration is also available online at

For campus directions, visit

For more information, please contact Judy Echeveria Linder '83 at 973-655-5454 or via email at

We hope to see you there!