Preti Flaherty Attorney I. Richard Ploss Selected by Aspatore Books as Author in New Book, Inside the Minds: Best Practices for Structuring Trusts and Estates, 2012 ed.

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Attorney I. Richard Ploss, Chair of Preti Flaherty’s Trusts and Estates Practice Group, has been recognized as a leader in the field of trusts and estates by being selected as an author in the recently released book, Inside the Minds: Best Practices for Structuring Trusts and Estates, 2012 ed., published by Aspatore Books, a Thomson Reuters business.

Richard Ploss

I. Richard Ploss, Chair of Preti Flaherty's Trusts and Estates Practice Group

Attorney I. Richard Ploss, Chair of Preti Flaherty’s Trusts and Estates Practice Group has been recognized as a leader in the field of trusts and estates by being selected as an author in the recently released book, Inside the Minds: Best Practices for Structuring Trusts and Estates, 2012 ed., published by Aspatore Books, a Thomson Reuters business.

Inside the Minds: Best Practices for Structuring Trusts and Estates, 2012 ed.: Leading Lawyers on Drafting a Flexible Plan, Protecting the Client’s Assets, and Leveraging Tax Strategies (ISBN: 9780314280145)

Best Practices for Structuring Trusts and Estates provides an authoritative, insider’s perspective on key strategies for aiding clients in creating and updating effective estate plans. Featuring partners from some of the nation’s leading law firms, these experts guide the reader through the steps for preparing an estate planning strategy and utilizing various trust options. From identifying the client’s assets to understanding his or her objectives, these authors discuss the importance of individualizing plans and incorporating flexibility for the client. Additionally, these top lawyers offer their advice for choosing the best structure, identifying potential legal issues, minimizing taxes, and dealing with family dynamics. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to success within this ever-changing field.

The Inside the Minds series provides readers with an unprecedented introspective look into the leading minds of the business and legal world. For more information on the book, visit the Westlaw website.

Ploss practices law with Preti Flaherty, where he focuses on estate planning and administration, fiduciary income taxation and probate litigation. He joined the firm in 2009 after practicing as a solo attorney in Bedminster, New Jersey for nearly 19 years. He practiced primarily in the areas of estate planning and estate administration.

In addition to his law practice, Ploss is a Certified Public Accountant (Georgia) and a Certified Financial Planner (CFP®) Professional. He has served as an Adjunct Instructor at Fairleigh Dickinson University and Georgetown University where he taught the estate planning and capstone case courses in the Certified Financial Planner (CFP®) programs. He was also an Adjunct Teaching Fellow in Financial Planning at Fordham University where he taught the estate planning and capstone case courses in the Certified Financial Planner Certificate Program. He currently is an adjunct instructor at the Boston University Certified Financial Planner (CFP®) Program.

Ploss was recently chosen by the Financial Planning Standards Board Ltd. (FPSB), the preeminent international financial planning standards-setting body and owner of the CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo trademarks outside the US, to its Standards Committee for a two-year term.

He is also the former Chairman of the Certified Financial Planner (CFP®) Board of Standards, Council on Examinations. He Ploss is a 1990 graduate of Emory University School of Law (J.D.), a 1985 graduate of Tulane University (M.B.A.) and a 1980 graduate of Bucknell University (B.S.).

About Preti Flaherty

Preti Flaherty has offices in Portland and Augusta, ME, Concord, NH, Bedminster, NJ, Boston, MA and Washington, DC. With more than 90 attorneys, the firm counsels clients in the areas of business law, energy, environmental, estate planning, health care, intellectual property, labor and employment, legislative and regulatory, litigation, technology and telecommunications.

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