An Associate’s Guide to Estate Planning

(246 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 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

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

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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