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- Emory University
, J.D. with distinction, 1990
- Tulane University
, M.B.A., 1985 (concentration in Finance and Taxation)
- Bucknell University
, B.S. 1980
I. Richard Ploss
Of Counsel
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| Practice Focus: | Estate Planning & Administration, Fiduciary Income Taxation and Probate Litigation |
| Office: |
Bedminster, NJ
Portland, ME
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| Phone: | 207.791.3000 |
| Fax: | 207.791.3111 |
| Email: | rploss@preti.com |
| vCard: | Download I. Richard's vCard
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Richard Ploss practices Of Counsel with Preti Flaherty's Estate Planning and Business Law Practice Groups. He focuses his practice on estate planning and administration, federal income taxation and probate litigation. Richard regularly assists clients with wealth transfer planning.
Prior to joining Preti Flaherty, Richard practiced as a solo attorney in Bedminster, New Jersey for nearly 16 years. He practiced primarily in the areas of estate planning and estate administration.
Richard 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 is also an Adjunct Teaching Fellow in Financial Planning at Fordham University where he currently teaches the estate planning and capstone case courses in the Certified Financial Planner Certificate Program. He is also the former Chairman of the Certified Financial Planner (CFP®) Board of Standards, Council on Examinations on which he also served as the estate planning subject matter expert.
Admissions
- Admitted to practice in Florida, Georgia, New Jersey, Pennsylvania, Maine
- Admitted to practice in Federal Eastern District Court, Pennsylvania
- Admitted to practice before the United States Supreme Court
- Member, American Bar Association Real Property and Probate, Law Practice Management International Law and Taxation Sections
- Member, Financial Planning Association
- Member, Maine Society of Certified Public Accountants
- Member, Maine Estate Planning Council
- Member, American Associate of Attorney-Certified Public Accountants
- Certified Public Accountant (Georgia)
- Certified Financial Planner™ Professional
I. Richard Ploss, Richard Ploss, Ploss, Richard,
Richard Ploss practices Of Counsel with Preti Flaherty's Estate Planning and Business Law Practice Groups.