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61 Broadway, Suite 2125
New York, New York 10006
Main: 212-601-2425
Fax: 212-809-3660
Email: info@mtrustlaw.com
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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 & estates law.
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 New York State Bar Association, the Financial Planning Association of New York, CW Post University Tax and Accounting Institute, New York State Society of CPAs, Lorman Education Services, and Cornell Law School. 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 “Trusts and Estates” since 2005. Jill is “AV Preeminent” Peer Review rated by Martindale-Hubbell.
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.
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 (Chair, Tax Practice Management Committee of ABA Tax Section, July 2010 – Present);
New York State Bar Association (Chair, Subcommittee of Women in the Profession for the Committee on Women in the Law, 1994-1997; Member, Trusts and Estates Section);
Weill Cornell Medical College, Professional Advisory Council, September 2010 – Present.
Author:
“Common Estate Tax Audit Triggers and How to Avoid Them,” Thomson Reuters’ 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:
”Warren’s Heaton on Surrogate’s Court Practice” Volume 10 New York and Federal Estate Taxes (Annual Updates);
“Effectively Marketing the Small Practice,” New York Law Journal, April 5, 2010;
“New Jersey Inheritance and Tax Update,” New Jersey Lawyers Magazine, No. 176, April/May 1996.
Speaker:
”Ethical Issues Presented by the Estate and Gift Tax Conundrum: Advising Clients in an Uncertain Legislative Environment,” Panelist, American Bar Association, Section of Taxation, Section of Real Property, Trusts and Estates Law, September 2010;
”Practical Social Networking Site Applications and Tools for Building Online Business Presence,” Co-Presenter, American Bar Association, Section of Tax Practice Management, May 2010;
“With an Estate Tax in Flux What is a New York Estate Planner to Do?,” Financial Planning Association of New York, February 2010;
“Practical Skills – Probate and the Administration of Estates,” Program Faculty, New York State Bar Association, October 2008;
“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;
“Estate Planning for Non U.S. Citizens,” Speaker, 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, January 2009 and October 2005.
Adjunct Professor:
“Trusts and Estates,” Fordham University Law School, 2005-present
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