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An Associate’s Guide to Estate Planning

(1206 reviews)

Produced on June 12, 2018

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$ 59 Wills, Trusts, & Estates In Stock
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Course Information

Time 61 minutes
Difficulty Intermediate

Course Description

This course, led by attorney Jill Miller, is designed to provide 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.

Ms. Miller will begin with a discussion of the typical documents that make up a client’s estate plan with a description of the uses of each of the documents and practical pointers in their drafting. She will address the two methods of passing property at death and how these two methods affect a client’s estate plan and can create pitfalls for the unwary. Intestacy laws will also be discussed, as well as 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. Lastly, the course 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.


Learning Objectives:

  1. Identify the typical documents that make up an estate plan
  2. Discuss two methods of passing property at death & how they affect estate planning
  3. How to design a tax efficient plan
  4. Anticipate issues and add value to clients

Credit Information

This course is pre-approved for CLE credit in the following states. If your state is not listed, contact support for more information on how to receive credit

Lawline reports attorney attendance in select states. View more about CLE reporting .

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

RB
Roman B.

Nice light overview of estate issues. Good review of trusts towards the end.

EK
Elizabeth K.

Informative and concise.

JC
Julie C.

One of the better lectures I’ve watched with Lawline. Speaker is dynamic and engaging. Thanks for the info and for the handouts!

MC
Mark C.

Greatly appreciate supplemental materials.

MS
Margaret S.

Excellent presentation. Very knowledgeable attorney!

VV
Veronica V.

Very clear and engaging.

GM
Gary M.

Excellent!

AB
Allen B.

Very good overview and discussion of estate planning, with useful documentation. With the companion program on estate administration, one of the best programs I have watched.

DW
Danielle W.

The instructor did a great job.

DS
Daniel S.

The instructor was fantastic. She was very clear and direct. She hit a lot of highlights and provided great takewaways.

LG
Laura G.

One of the best courses I have taken on Lawline. The speaker was knowledgeable and engaging. She loves what she does! She kept my interest from start to end.

DS
Dominika S.

This was really a good course.

SM
Stephen M.

Good course.

SS
Sasha S.

An engaging speaker with practical tips!

AC
Aimee C.

The handouts were very helpful to go along with her talk.

DS
Diren S.

This was an especially good course for people who don’t practice in the area, but need to stay abreast of the issues. Really good materials and presentation.

BA
Bernadette A.

Excellent presentation

JS
Jaimison S.

One of my favorite instructors.

LS
Linda S.

Speaker was really interesting and highlights many important issues.

DS
Donna S.

Great presenter

SK
Stephen K.

Well presented, great course

DJ
Danielle J.

Fantastic course and excellent teacher!

PF
Peggy F.

Excellent.

HB
Harout B.

Great course. great material provided!

NK
Nancy K.

I was quite satisfied with the overall experience and content

SL
Stephen L.

Excellent course. Very nicely presented. A++++

GC
GERALD C.

I enjoyed Jill's style and her emphasizing the practical aspects--the reality over the legality.

MS
Mary Lou S.

I liked the part about photocopying original documents.

SB
Shana B.

Great overview, great presenter and material Thanks

AD
Anthony D.

This was a very good primer in a state law for me as I do not practice it. Made everything straight forward and understandable.

JD
Jeffrey D.

Excellent presentation! I recommend that you have her teach more estate planning courses! Thanks!

LK
Laoise K.

Jill was great!

JW
Jennifer W.

Wish it was longer! She had a lot of great information to share!

LA
Leslie A.

Jill was a great speaker on the subject matter. She was very easy to listen to and learn from.

HV
Henry V.

Speaker was a very experienced practitioner.

AW
Anne W.

Great job!

GJ
George J.

I regard this as one of the best delivered Lawline courses in the catalogue. Relevant to the generalist as well as family estate adviser.

SK
Sandra K.

Knowledgeable instructor and informative program! Very good.

NM
Nancy M.

thank you

KR
Karen M R.

presenter very knowledgeable

CS
Chris S.

I really enjoyed this class. She's lively and her handouts were exceptional. I will use them over and over again. I learned some valuable new knowledge. Thank you.

JK
Jordana K.

Great speaker!

MW
Margaret W.

Love the materials

SL
Shaune L.

This attorney/professor is phenomenal. I wish I could work with her - she iisone of the best instructors I've taken a class from on Lawline.

DH
Dewayne H.

Engaging instructor. I enjoyed this.

CO
Christopher O.

Thank you! A good refresher and new information provided.

RM
Retha M.

Informative overview with good supporting materials.

BP
Bobby P.

Great handout material.

CW
claude w.

Good speaker! Energetic!

VP
Virginia P.

Jill is engaging and it is easy to follow along with her discussion and notes. I appreciate all the little tips, "red flags" that she mentions.

TH
Teresa H.

Great program

NE
Nick E.

Really good materials and client handouts

SG
Savery G.

clear, understandable presentation -- good learning experience

ER
Edward R.

She is the most entertaining presenter I've heard on Lawline

RB
Russell B.

Outstanding in all respects!

JG
Jordan G.

This instructor was fantastic

WH
William H.

Fantastic program. Speaker is very knowledgeable and presents the material with great energy.

DG
Denise G.

Useful information.

LK
Linda K.

Great concise overview of a lot of important considerations.

CL
Claire L.

Easy to follow along

AB
Angela B.

Supplemental materials are very helpful.

LL
lin l.

very practical and informative lecture

KF
Katherine F.

She was excellent. I wish she had taught my T&E course in law school!

AC
Angela C.

Excellent presentation. It was very clear and extremely helpful.

ML
Mark L.

Jill is exceptional. Far and away my favorite Lawline instructor. I would like to see much more of her.

AE
Ashley Renee E.

great course

CB
Carla B.

Great speaker!

MB
Makedonka B.

Thanks for the supplemental materials.

VJ
Virginia J.

Outstanding presenter and presentation!

JA
James A.

good starting point for planning

DO
Daniel O.

Well presented.

SP
Sharon P.

Excellent speaker and presentation

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