Estate & Medicare Planning (E1811699)

Justin has 15+ years of experience across different industries: Benefits Administration, Telecom, Financial Services and Consumer Products. Justin holds a Bachelor of Science degree from Rutgers University and a Master’s degree from Stevens Institute of Technology.

Justin left "Corporate America" about 2.5 years ago to join the family businesses in Group Benefits (Lubenow Agency) and Medicare (Senior
Advisors, LLC). Over the past two years, Justin has been very active in educating Medicare beneficiaries (100k+ views of YouTube Educational videos, over 75 Medicare Workshops), and lobbying to protect benefits for Medicare beneficiaries.

In 2016, Justin was selected to be a member Medicare Advisory Group of the National Association of Health Underwriters (NAHU). At the NAHU Capitol Conference in 2017, Justin presented on Paul Ryan’s Plans for Medicare (in “A Better Way”) and had the opportunity to meet with the House Ways & Means Committee to discuss key Medicare issues.

Justin was born and raised in NJ (but did live in Atlanta for 2 years). He currently resides in Westfield, NJ with his wife and two young children. He enjoys soccer, basketball and golf (if you can call it that!).

Ms. Wheatley-Liss counsels business owners on legal and structural issues related to start-up, financing, growth and exit strategy. As a tax attorney, she always keeps an eye on minimizing a business owner's "silent partner" – the IRS. By creating the most efficient organizational structures and contractual arrangements during the infancy and growth of a business she has helped clients keep hundreds of thousands of dollars in their pockets upon the sale of the mature business. To educate both the public and the legal community about issues relating to business ownerships, Ms. Wheatley-Liss is a frequent lecturer to professionals and the public on topics related to start-up, intellectual property, employee and independent contractor issues, wealth transfer, tax minimization, business succession planning and cybersecurity.