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An Associate’s Guide to Estate Planning

(2k+ reviews)

Produced on June 12, 2018

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

Time 1h 1m
Difficulty Intermediate
Topics covered in this course: Wills, Trusts, & Estates

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

After completing this course, Lawline will report your attendance information to {{ accredMasterState.state.name }}. Please ensure your license number is filled out in your profile to ensure timely reporting. For more information, see our {{ accredMasterState.state.name }} CLE Requirements page . After completing this course, {{ accredMasterState.state.name }} attorneys self-report their attendance and CLE compliance. For more information on how to report your CLE courses, see our {{ accredMasterState.state.name }} CLE Requirements FAQ .

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

DD
David D.

Great material, engaging presentation.

BK
Bernadine K.

Great presentation

WF
Warren F.

SUPERB

TC
Thomas C.

Excellent presentation

DS
Diane S.

Outstanding presentation

MS
Michael S.

Super helpful overview - great instructor focused on providing practical info.

MB
Miriam B.

Wish it were longer; instructor was terrific.

CG
carrolyn g.

Good refresher for planning techniques

JH
Jordan H.

The presentation was very well organized and flowed. I learned a great deal in a short time and its obvious that there was so much more that the presenter could have taught on the subject, yet it didn't feel like she rushed through the material.

CW
Charles W.

Good presentation.

PB
PETERIS B.

Very well done

LL
Lorenzo L.

Attorney Miller's presentation was excellent and the additional materials are very worthwhile.

PW
Pamela W.

Great overview of the major issues of estate planning.

SF
Stephen F.

superb

FT
Frank Steven T.

I took this course because I took Ms. Miller's course on Estate Administration and enjoyed it. I like that she is animated in her delivery. It keeps it fresh and interesting.

DA
Deborah A.

The presenter was an engaging speaker and totally fluent in the subject of estate planning. She shared substantive information which was practical and immediately useful. I would recommend this to a colleague.

AW
Anne W.

great over view!

YB
Yvonne B.

I'm taking a lot of estate planning courses this round. I should have started with this one or skipped it. That said, instructor was great. Very useful Top Line Essentials. And the course was worth it for the materials alone. Excellent.

DJ
dana J.

Excellent!

VR
Venola R.

Another good one. I will return to this time after time when preparing for my own estate, or if I decided to venture into the practice in the next two years.

DV
Danny V.

The instructor was very knowledgeable.

MM
Myron M.

Great Course! Great Teacher!

CH
Charisse H.

Excellent instructor. Provided very helpful details!

LM
Lawrence M.

Great content and instructor.

SF
Susan F.

Very well organized and presented overview on Trusts and Estates!

LR
Laura J. R.

Very practical!

CK
Chelsey K.

I really enjoyed this presenter. The material was neither so elementary that it felt like a waste of time, nor so dense that it felt like too much for an introduction to estate planning. Perfect balance. Would enjoy seeing this presenter again!

RR
Randall R.

Very thorough and practical world presentation of examples

HN
HEATHER N.

Excellent content and course materials!

PM
Phillip M.

Great!

BM
Briendy M.

excellent presentation, very clear

AM
Ashley M.

One of the best courses I have taken so far, VERY informative and helpful.

AP
Anne P.

Excellent course. The best one I have listened to. The instructor was prepared, thorough and has an impressive grasp of the law. I wish more courses could be this good.

LC
Lawrence C.

Course was very well presented and included valuable practical information.

DZ
David Z.

great course

DG
Daniel G.

Judith was great. Cheery, informative & on point. And i love how she highlighted for us what was important to focus on. Thank you!

LM
Laura M.

I both enjoyed and learned from this presenter.

AG
Austin G.

The instructor was fantastic and gave me quite a bit to think about.

DC
David C.

Very interesting CLE. Presenter very knowledgeable

DF
David F.

Great course

SR
Samuel R.

Very dynamic presenter and informative presentation

KB
Katherine B.

This was extremely informative and relevant to my practice. I especially like the checklist handout and have downloaded and saved it for reference in the future. Thank you for such a great resource!

MZ
Maxwell Z.

Practical

DN
Daniele N.

Love Jill Miller!! Would love more CLE's by her!

YE
Yair E.

The best course I have taken so far. The speaker is extremely knowledgeable and unpacking a complex area of law in a very unassuming way. Would love to have advanced CLEs taught by her.

BC
Bruce C.

Excellent course. I would listen to more from her.

JK
Joanne K.

Outstanding delivery in an easy to understand format.

MH
Michelle H.

Thank you.

CC
Charles C.

The instructor was very genuine. I liked her style.

BN
Barbara N.

Awesome. Amazing ability to cover dry information in such a riveting presentation. Thank you.

SS
SHARON S.

I really like her outlook.

EN
Ewa N.

Very knowledgeable and good faculty.

KE
Karen E.

Very interesting with dynamic and personable presenter - thank you.

AD
Anne D.

Great program!

JM
Joel M.

Excellent!

LC
Laurel C.

This presenter is very clear in her lecture, relating helpful details necessary in any estate. practice.

CD
Carolyn D.

The lecture was informative

TL
Tracy L.

Very good presenter, and very useful course materials.

SR
Scott R.

Thanks!

TS
Tim S.

Engaging speaker; very enjoyable.

RL
Robert L.

Excellent, good use of supplemental materials

JW
John W.

EXCELLENT MATERIALS

JM
Joel M.

Fantastic info and presentation!

RH
Robin H.

i liked her style and info

TA
Terri A.

Jill is an exceptional CLE speaker

MH
Mary H.

excellent overview

CT
Christopher T.

This is an outstanding overview - just the right amount of information.

AK
Afsaneh Lynne K.

This lecture was great - a really good overview of estate planning issues.

TO
T. O.

Very thorough presentation, Ms. Miller! Thank you.

WF
William F.

Well organized and presented.

JM
Jo M.

It's not easy to make estate planning dynamic and interesting, but Ms. Miller has done it. She's knowledgeable, of course, but also enthusiastic and entertaining. And on a COMPLETELY irrelevant and frivolous note: great manicure, Ms. Miller!

TD
Thomas D.

Jill Miller is phenomenal! Really emblazoned some core practices in my head, which I will employ.

RP
Robert P.

Great program. My favorite yet.

NP
Nicole P.

Great tips given

CK
Carla K.

Fabulous course! Please have Attorney Jill Miller do more, very informative and she is an Expert

RB
Robyn B.

Very practical approach to estate planning.

CK
Claire K.

Please offer more content from this presenter.

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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