 |
 |
 |
 |
 |
|
|
 |
|
|
|
61 Broadway, Suite 2125
New York, New York 10006
Main: 212-601-2425
Fax: 212-809-3660
Email: info@mtrustlaw.com
|
|
Jill Miller, the principal of Jill Miller & Associates, P.C., focuses on formulating sophisticated and highly personalized estate plans for individuals and families. She also has a particular expertise in estate matters affecting non-US citizens and non-traditional families. Jill takes a detailed and holistic approach to the administration of estates. Complicated probate issues are addressed and settled. 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 & estates law. She began her legal career at a large Wall Street law firm. Thereafter, she managed the trusts and estates department of a small downtown law firm and then went on to become partner of a mid-town tax litigation firm, where she headed the trusts and estates department.
Jill 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 Financial Planning Association of New York, CW Post University Tax and Accounting Institute, New York State Society of CPAs, Lorman Education Services, Cornell Law School, the New York City Police Academy, and the Metropolitan Jewish Geriatric Foundation. Jill appeared on the WBAI radio program, Financially Speaking. In the wake of September 11, Jill provided her services to the American Red Cross and presented the “Basics of Estate Planning” to aid affected families with their estate issues. Her publication “How to Avoid an Estate Tax Audit” appeared in the August 2007 edition of Estate Planning magazine (Warren Gorham & Lamont of RIA). Jill is an adjunct professor at Fordham Law School, teaching “Decedent’s Estates” since 2005. Jill is AV Peer Review rated.
Jill and her husband, Michael, have two daughters, Sarah and Dana. Jill enjoys boating, gardening, painting, and watching movies.
Education:
Cornell University, 1988, Bachelor of Science with a concentration in accounting and finance.
Cornell Law School, 1991, JD, cum laude
New York University School of Law, 1996, LLM in taxation.
Admitted:
1992, New York, Massachusetts (inactive)
Member:
American Bar Association (Member, Tax Section), New York State Bar Association (Member, Trust and Estates and Elder Law Sections; Chair, Subcommittee of Women in the Profession for the Committee on Women in the Law, 1994-1997).
Author:
“How to Avoid an Estate Tax Audit.” Estate Planning Magazine, August 2007.
“A Practice Guide to the Post Mortem Qualified Domestic Trust.” Warren’s Heaton Legislative and Case Digest, Vol. 5. No. 2, April 2001.
Co-Author:
“New Jersey Inheritance and Tax Update,” New Jersey Lawyers Magazine, No. 176, April/May 1996.
Speaker:
“The 6 Greatest Estate Planning Techniques in New York,”(speaker & program moderator) Lorman Education Services, February 2007;
“Common Estate Tax Audit Triggers & How to Avoid Them,” (presenter) American Bar Association, Section of Taxation, Estate and Gift Taxes Committee, Ft. Lauderdale, Florida 2007;
“Same Sex Couples and Their Families,” (panelist), Financial Planning Association of New York, 2005;
“Titling of Assets and Wills vs. Revocable Trusts,” Financial Planning Association of New York, October 2005; American Bar Association, October 2004;
“Estate Planning for Non U.S. Citizens,” at the American Bar Association (Division of Taxation), Washington D.C., May 2004;
“706 Workshop: Preparation of the Federal Estate Tax Return” and “Estate Planning Update,” New York State Society of CPAs, Westchester Chapter, October 2002 and October 2001.
Guest Lecturer and Speaker:
"Will Substitutes," Cornell Law School, October 2005.
Adjunct Professor:
“Decedent’s Estates,” Fordham University Law School, 2005-present
|
|
