Bar Admissions: New Jersey, 1997
New York, 1998

Accreditations : Certified Elder Law Attorney (CELA), by the National Elder Law Foundation, as approved by the American Bar Association, 2005*

Practice Description :
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 less than 50 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" and "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 less 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.