An Associate’s Guide to Estate Administration

(406 Ratings)

Produced on: June 12, 2018

Course Format On Demand Audio

Taught by

Categories:

Course Description

Time 61 minutes
Difficulty Intermediate

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.


Learning Objectives:

  1. Take immediate actions upon notification of death
  2. Commence a probate proceeding
  3. Administer an intestate estate, basic tasks & considerations
  4. Identify state & federal tax return issues
  5. Address estate distribution, accounting & settlement issues

Faculty

Jill Miller

Jill Miller & Associates, PC

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 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 currently 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. 

Reviews

DC
Daniel C.

Well done. This is the typical format I prefer for learning and refreshing. Jill did an excellent job and clearly knew the material.

MS
Marlon S.

Very nice, complete, organized presentation. Different than others I have taken. Thank you.

JE
James E.

Great additional checklist and cheatsheet. Thanks!

SW
Stuart W.

Excellent intermediate explanation..

JB
Joshua B.

Excellent!

RL
Robert E. L.

Excellent.

ML
Mark L.

This was far and away the most enjoyable CLE I've ever taken. Jill Miller is outstanding!

SS
STEVEN S.

Very informative

VJ
Virginia J.

I really enjoy this presenter! She knows her material and obviously loves teaching and practicing in her field.

MB
Makedonka B.

Good delivery.

BP
Belia P.

thanks!

GA
George A.

In addition to all the great legal stuff, the practical tips (e.g. take care of decedent's pets) were appreciated.

RF
Richard F.

Great basic course!

JH
Janine H.

Made a boring subject bearable.

MV
Mavis V.

Very informative and well-presented.

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$59

$ 59 Wills, Trusts, & Estates In Stock

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