Estate Administration Bootcamp: Probate of Estates and the Estate & Gift Tax System

Jill Miller
Jill Miller | Jill Miller & Associates, P.C.

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.

On-Demand: December 19, 2024

2 hour CLE

On-Demand Video

Receive access to recorded class and earn self-study credit. Recording is made available 5 business days after live broadcast.

Program Summary

In the first hour, this program will dive into the probate of estates and the various ways to pass property at death: Will, Revocable Trust and Will Substitutes. Tips and tricks for best practices and avoiding pitfalls will be included. The second hour will cover an executive summary of the Estate & Gift Tax Systems, focusing on the key components of the Estate Tax Return, and suggestions for avoiding the risk of audit.

Key topics to be discussed:

  • Probate of Estates: Key Concepts
  • Methods to Pass Property at Death with Guidance
  • Preparing the Estate Tax Return: Key Components and Helpful Tips
  • Best Practices for the Smooth Administration of Estates

Closed-captioning available

Speakers

Jill Miller_myLawCLEJill Miller | Jill Miller & Associates, P.C.

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

Agenda

I. Probate of Estates: Key Concepts | 2:00pm – 2:30pm

II. Methods to Pass Property at Death with Guidance | 2:30pm – 3:00pm

Break | 3:00pm – 3:10pm

III. Preparing the Estate Tax Return: Key Components and Helpful Tips | 3:10pm – 3:40pm

IV. Best Practices for the Smooth Administration of Estates | 3:40pm – 4:10pm

Credits

Alaska

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Alaska's recognition of multi-jurisdictional reciprocity.
Alabama

Pending CLE Approval
2 General

Arkansas

Approved for CLE Credits
2 General

Arizona

Approved for CLE Credits
2 General

California

Approved for CLE Credits
2 General

Colorado

Pending CLE Approval
2 General

Connecticut

Approved for CLE Credits
2 General

District of Columbia

No MCLE Required
2 General

Delaware

Pending CLE Approval
2 General

Florida

Approved via Attorney Submission
2.5 General Hour.

Receive CLE credit in Florida via attorney submission.
Georgia

Approved for CLE Credits
2 General

Hawaii

Approved for CLE Credits
2.4 General

Iowa

Approved for Self-Study Credits
2 General

Idaho

Pending CLE Approval
2 General

Illinois

Approved for Self-Study Credits
2 General

Indiana

Approved for Self-Study Credits
2 General

Kansas

Pending CLE Approval
2 Substantive

Kentucky

Pending CLE Approval
2 General

Louisiana

Pending CLE Approval
2 General

Massachusetts

No MCLE Required
2 General Hour.

Maryland

No MCLE Required
2 General Hour.

Maine

Pending CLE Approval
2 General

Michigan

No MCLE Required
2 General Hour.

Minnesota

Approved for Self-Study Credits
2 General

Missouri

Approved for CLE Credits
2.4 General

Mississippi

Pending CLE Approval
2 General

Montana

Pending CLE Approval
2 General

North Carolina

Pending CLE Approval
2 General

North Dakota

Approved for CLE Credits
2 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
2 General

myLawCLE reports attendance to Nebraska on each attorney's behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
60 General Minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New Jersey's recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for Self-Study Credits
2 General

Nevada

Approved for Self-Study Credits
2 General

New York

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “A”.
Ohio

Pending CLE Approval
2 General

Oklahoma

Approved for Self-Study Credits
2.5 General

Oregon

Approved for Self-Study Credits
2 General

Pennsylvania

Approved for Self-Study Credits
2 General

Rhode Island

Pending CLE Approval
2.5 General

South Carolina

Pending CLE Approval
2 General

South Dakota

No MCLE Required
2 General Hour.

Tennessee

Approved for Self-Study Credits
2 General

Texas

Approved for CLE Credits
2 General

Utah

Pending CLE Approval
2 General

Virginia

Not Eligible
2 General Hour. Hours

Vermont

Approved for CLE Credits
2 General

Washington

Approved via Attorney Submission
2 Law and Legal

Receive CLE credit in Washington via attorney submission.
Wisconsin

Approved for Self-Study Credits
2 General

West Virginia

Pending CLE Approval
2.5 General

Wyoming

Pending CLE Approval
2 General

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  • Over 1,000 Live CLE Webinars each year
  • All CLE webinars broadcasted in last 12 months
  • Programs covering over 35 practice areas
  • Hot topics & changes in the law
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  • Accreditation in every state

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