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Mr. Miller
Publications & Presentations
Mr. Miller is on the Advisory Board of the Journal of Practical
Estate Planning, a CCH publication and author of numerous
articles published in that publication including “Formula
Transfers After McCord” (August-September 2003), “Gifting
of Limited Partnership Interests to Charity: Obstacles and
Opportunities” (April-May 2003), “What do we Do
Now That We Have Hackl?” (August-September 2002); “Schauerhamer,
Reichardt, Harper, and Now Thompson: Continued Planning with
Limited Partnerships” (December 2002-January 2003);
“U. S. Virgin Islands Economic Development Program Provides
Attractive Income Tax Benefits for Individuals and Small Business
Clients” (April-May 2002); “Gifting of Limited
Partnership Interests to Charity: Obstacles and Opportunities”
(April-May 2003); “Alaska Law Creates New Opportunities
for the Use of Life insurance in Estate Planning” (December
2001-January 2002).
Mr. Miller is a co-author of three of the electronic document
creation systems that are published by WealthCounsel, LLC
including the Family Limited Partnership system, the Revocable
Trust system and the Irrevocable Trust system. He is also
a frequent presenter on professional topics, some of which
include serving as a co-presenter of The Family Wealth System
advanced estate planning course, a co-presenter of The Family
Limited Partnership a two day course on the fundamentals of
limited partnership planning. An abbreviated version of that
program was presented quarterly to students in the Professional
Mentoring Program.
Mr. Miller has also made a number of presentations to the
National Network of Estate Planning Attorneys including “The
Joint Living Trust” and a number of topics on limited
partnership planning. |