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The Associate’s Guide to Estate Planning

SKU: EPP001
Total Credits
1 - 1.5
Price$75
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Description

This program is designed towards providing a solid understanding on the basics of estate planning to attorneys and legal professionals entering the trusts and estates field, attorneys seeking a review of estate planning concepts and those wishing to gain a detailed overview of the field. The course will begin with the discussion of the typical documents that make up a client’s estate plan with an in-depth description of the uses of each of the documents and practical pointers in their drafting.

The two methods of passing property at death will be covered and how these two methods affect a client’s estate plan and can create pitfalls for the unwary. The intestacy laws will also be discussed and the second half of the course will focus on the creation of an estate tax efficient plan, the typical trusts utilized, factors affecting the design of such trusts and the review of important non-tax issues that the practitioner should consider in the preparation of a client’s estate plan. The last covered point will focus on the integration of all the issues, concerns and factors in a client’s estate plan and how the lawyer can add value by anticipating issues for the client.

Lecturer Bio

Jill L. Miller, Esq

Jill Miller, the principal of Jill Miller & Associates, P.C., focuses on formulating sophisticated and highly personalized estate plans for individuals and families with the objectives of minimizing estate taxes and family discord. She also has a particular expertise in estate matters affecting non-US citizens and non-traditional families. Jill takes a detailed and practical approach to the administration of estates. Complicated probate issues are addressed and resolved. Estate tax returns are prepared to minimize the risk of audit.

Jill founded the firm in January of 2004, after working for over a decade in trusts & estates law. Jill is a fellow of the American College of Trust and Estate Counsel and is a frequent lecturer on estate planning at both private and public symposia. She has presented or spoken at programs sponsored by the American Bar Association (Division of Taxation), the New York State Bar Association, the Financial Planning Association of New York, The American Heart Association Conference on Estate Planning and Administration, Fordham Law School, Philanthropic Planning Group of Greater New York, Lorman Education Services, Lawline, CW Post University Tax and Accounting Institute and New York State Society of CPAs. Jill is the Director of the Estate Planning Clinic and adjunct professor of Law at Cornell Law School and was an adjunct professor at Fordham Law School, teaching “Trusts and Estates” from 2005 to 2014. Jill is “AV Preeminent” Peer Review rated by Martindale-Hubbell and is named as a Super Lawyer. Jill and her husband, Michael, have two daughters, Sarah and Dana. Jill enjoys her book club, being a mother, fitness, gardening, painting, and watching movies.



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