This course, led by attorney Jill Miller, is designed to provide an overview of estate administration, and will guide attendees through an estate’s life cycle, while revealing the fundamental steps and action items for each phase. Ms. Miller will cover the necessary steps that should be taken at a decedent's death, proper document preparation to ensure a will is admitted to probate, and the collection and valuation of estate assets. She will also discuss the preparation of the estate tax returns and accounting and estate settlement documents. This program also includes helpful course materials including forms and checklists that will be referenced throughout the program.
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 and estates law.
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.
Well done. This is the typical format I prefer for learning and refreshing. Jill did an excellent job and clearly knew the material.
Very nice, complete, organized presentation. Different than others I have taken. Thank you.
Great additional checklist and cheatsheet. Thanks!
Excellent intermediate explanation..
This was far and away the most enjoyable CLE I've ever taken. Jill Miller is outstanding!
I really enjoy this presenter! She knows her material and obviously loves teaching and practicing in her field.
In addition to all the great legal stuff, the practical tips (e.g. take care of decedent's pets) were appreciated.
Great basic course!
Made a boring subject bearable.
Very informative and well-presented.
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