Building an estate plan with a client is a rewarding but oftentimes complicated practice.
From your first meeting with the client until the plan is completed, your skill set must be at its sharpest to ensure your client's financial and personal interests are carried out without complication.
This CLE is designed for attorneys who are new to estate planning, and our experienced speakers will guide you through the entire estate planning process, passing on valuable tips along the way.
The following Key topics will be discussed:
08:15 – 08:45 |
Registration |
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08:45 – 09:15 |
Essentials of Attorney/Client Relations |
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09:15 – 10:15 |
Understanding Wills and Trusts |
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10:15 – 10:45 |
Basics of Probate |
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10:45 – 11:15 |
Potential Tax Pitfalls |
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11:15 – 11:30 |
Break |
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11:30 – 12:00 |
Preparations for Incapacity |
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12:00 – 12:15 |
Charitable Giving Considerations |
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Attorney J. Christopher Miller
Robinson & Miller, P.C. – Atlanta, GA
J. Christopher Miller focuses his time in the areas of trusts and estates, taxation, and business law. His experience with all angles of estate administration informs his common sense style of practicing law and helps him to form estate plans that suit each client’s situation. Chris has helped to broker reasonable settlements in a number of intra-family disputes, and has successfully guided clients through estate tax filings and audits. He currently works with accountants throughout Atlanta to prepare for the modified carryover basis reporting due for estates of decedents passing away in 2010.
Chris enjoys his work in the special needs community, regularly discussing the use of Special Needs Trusts at the seasonal conferences of the Down Syndrome Association of Atlanta. He also serves on the faculty of several annual CLE seminars regarding Georgia’s Limited Liability Company (LLC) Act. He uses his experience in counseling small businesses as a basis for workshops on drafting strong, flexible Operating Agreements for use in a variety of family business and commercial situations. In 2001, he co-wrote a chapter titled “Asset Protection Planning” for a guidebook written for physicians and healthcare professionals.
Chris received both his B.A. degree, magna cum laude, and his J.D. degree, with honors, from Emory University. He was admitted to the State Bar of Georgia in 2000, and is a member of the Atlanta Bar Association’s Section of Estate Planning and Probate, as well as the Estate Planning Council of North Georgia. He serves his community by his active involvement in the Kiwanis Club of Alpharetta, serving as its President for the 2008-09 year, and its Secretary for the 2010-2011 year. He resides in Johns Creek with his wife, Sharon, and a 3-year-old daughter.
Attorney Debra A. Robinson
Robinson & Miller, P.C. – Atlanta, GA
Debra A. Robinson, J.D., is a partner in the Alpharetta law firm of Robinson & Miller, P.C. Debbie graduated from Adelphi University, cum laude, in 1973, and The University of Chicago Law School in 1979. She has been practicing law in Atlanta since 1985.
Debbie concentrates her practice on estate planning, probate, guardianships, elder law and veterans benefits Debbie is a member of the Fiduciary and Elder Law Sections of the State Bar of Georgia, the National Academy of Elder Law Attorneys, the Georgia Elder Care Network, the Real Property, Probate and Trust Section of the American Bar Association, and the Atlanta Estate Planning Council (former Board member). Debbie has been accredited by the Veterans Administration to assist veterans in benefits planning. Debbie is a frequent lecturer and author on estate planning and elder law issues.

Total GA CLE credits: 3 hours
This course has been submitted and is pending approval by the Commission on Continuing Lawyer Competency of the State Bar of Georgia.
265 Peachtree Street NE
Atlanta, Georgia 30303
Note: Parking is on your own.
Start 08:45 AM – Finish 12:15 PM
$200 First Registrant
Add Associate $100 dollars*
Add Paralegal $100 dollars*
$125 Young Lawyers – Under 4 years acceptance to the Bar.**
*Young Lawyers with under 4 years acceptance to the Bar may use the coupon code YL75 to receive the $75 discount when checking out.
**Discounts can not be combined.
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