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 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.
This presenter was great. Excellent examples and good slides w digestible amount of info. Very helpful.
The Supplemental Materials were a very nice touch. Thank you!!
Good tips on client meetings.
Really enjoyed this one. She is quite knowledgeable and breaks it down. Great one!
Material was very pertinent and useful for an attorney practicing at a very small firm, or just to know generally.
Great presenter. Nice overview of topc. Will look for more courses by her.
Please post more content from this speaker.
Very thorough and helpful presentation!
Excellent, informative program.
very clear presentation of the issues and practical takeaways.
good presentation with good practical advice
I greatly appreciate the supplemental materials.
Wonderful style very practical use approach that is very effective
Keep up the good job
Good presentation, detailed and not boring
Great instructor. Knowledgeable and organized. Explained concepts well.
Exceptionally good outline -- and with much more depth than most outlines - on how to administer an estate. Covers everything from handling clients and their expectations to managing nuts and bolts and the logistics of what to do when.
Very well done presentation!!
Ms. Miller is very effective.
Awesome lecturer! Totally had my attention from beginning to end.
great library resource
Very Knowledgeable! Clear concise presentation! Good Handouts!
Handouts were particularly useful.
The course offered a comprehensive overview of Estate Administration with practical information.
Excellent program. Thank you.
she was very knowledgable and relatable
Excellent, hope to see her next year too!
easy to listen to and understand; speaker was very knowledgable and to the point.
Excellent presentation. Learned a Lot.
Very practical and informative
Very organized presenter. Liked he value added points, etc.
Well presented! One of the better classes on Lawline.
This was a great program.
she is caring and passionate about doing a good job and teaching.
She keeps your attention from start to finish!
Great presentation! Good info!
Excellent program. Nice job.
Good information and fun and easy to listen to.
Best of the series!!
Presenter and presentation were good. She is enthusiastic about the subject, and it shows. Enthusiasm is infectious.
Very articulate. Good examples. I would gladly have her represent me in estate and probate matters.
Very informative overview of estate administration for just a 1 hour course.
This was very well organized and good energy from the presenter. Well done.
i like Jill’s classes
Much more practical from a probate perspective than previous courses. The course gave many examples of probate planning pitfalls.
This program was very informative.
Very practical information - excellent program !
Great program. Thank you!
Such a helpful course both for attorneys hat do estate planning and just for the average person to learn what to expect when a family member dies. So informative and helpful!
Fantastic presenter. Learned a great deal.
Excellent presentation and materials.
This course had a number of useful, practical tips
The presenter was very knowledgeable and very clear.
I found this lecture an excellent review of the subject matter. The presenter was excelant
Additional check list in written materials is very helpful.
Extremely valuable and informative. Very well presented.
I felt like I needed a little refresher and this provided it. Very interesting speaker and excellent class.
Very fine presentation.
Straight forward and to the point.
These practical handouts are exceptionally valuable.
presenter was great
good basis primer on estate administration.
very good speaker
very knowledgeable -- handouts are great!
The materials that were provided are useful and practical for this webinar as well as for the webinar part 1. Thank you.
Best and most useful course I have taken on Lawline! Great instructor and very informative class.
This presenter was very engaging. Good topic; good presentation.
A great practical course. Enjoyed the value added tips. Really worthwhile and appreciated.
Very effective presenter. Obviously knew the topic but still made it interesting and feel like you were a fellow attorney doing the same type of law.
Natural speaker and instructor, knowledgeable, very informative
Excellent speaker. Well organized. Really appreciate the practical handouts
The speaker, Jill Miller, was one of the best, if not the BEST presenter I have ever heard on Lawline. Her voice inflections and presentation style made listening to her enjoyable. I recommend her highly for additional presentations.
I love refresher courses that are also practical. This course is a great balance of legal overview and valuable skills. Thank you for the information.
Knowledgeable and practical presenter, with useful written materials.
Excellent presentation - well organized and full of very practical information
The presenter kept things interesting.
Terrific presentation. Ms. Miller really knows her stuff!
I thought Jill Miller is a very good instructor and easy to follow.
Instructor was enthusiastic and conveyed the material in a concise manner
Useful for all attorneys without regard to practice area. This course covers the basics of estate administration that your non-attorney friends and family will most frequently ask you about.
I enjoyed the speaker and liked the sample checklist she provided. I hope to incorporate some of her suggestions into my own practice.
i really enjoyed this course
Very informative and useful information.
Great program for professional and personal benefit
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.