Estate Planning and Estate Administration Publications

Please refer to the below documents published by our firm for more information on estate planning and estate administration. These documents are provided to our clients and require a password to access. Please contact our office at 212-601-2425 to request access.

These documents are provided in Adobe Acrobat format. If you do not have the Acrobat Reader you can download it for free from Adobe.



Estate Planning

When should your estate planning documents be updated

Important Persons in Your Estate Plan

Ethical Will

Estate Plan Organizer 2016 new

Estate Planning Profile

Summary and Overview of Common Estate Planning Techniques

Historical and Current Federal Estate Tax Exemptions and Rates

Estate Administration

Estate Administration Checklist

Death of a Family Member Checklist

Estate Administration Milestones

Common Estate Tax Audit Triggers

Authenticating Legal Documents Abroad

Executor Estate Tag Sale Kit

A pratical guide to the post-mortem qualified domestic trust. Jill L. Miller, Esq.