The Basics of Estate Administration

CLE Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Certified Provider of CLE as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee.To view further accreditation details, please click here.

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Price: $349
Total Credits: 45
Ethics & Specialty Credits: 9.5
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  • Description
    We usually don’t think of estates in relation to the term life cycle, yet estate administration has within it many parallels and involves some complex considerations. This CLE course will provide a comprehensive overview of estate administration, guiding attendees through this life cycle and highlighting the many critical steps and action items for each phase. The course will cover what to do in case of the death of a decedent, documentation preparation, admitting wills to probate, and the collection and valuation of assets. The course will also address probate, testate and intestate proceedings and a variety of petitions as well as basic tasks and considerations which are particularly relevant to real estate professionals.
  • Instructor Bio

    Jill Miller

    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 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 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.

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Certified Provider of CLE as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee.To view further accreditation details, please click here.