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.

Live Video-Broadcast: December 19, 2024
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2 hour CLE
Tuition: $195.00
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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

Date / Time: December 19, 2024

  • 2:00 pm – 4:10 pm Eastern
  • 1:00 pm – 3:10 pm Central
  • 12:00 pm – 2:10 pm Mountain
  • 11:00 am – 1:10 pm Pacific

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

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