Kevin J. Miller

Areas of Concentration

Estate Planning & Asset Protection
Probate & Estate and Trust Administration
Elder Law & Medicaid Planning
Corporate & Business Law
Tax Planning

Professional Experience

For the past 20 years, Kevin J. Miller has focused his practice within the areas of trusts and estates and corporate law. 

With respect to trusts and estates, Mr. Miller provides estate planning recommendations for high net worth individuals and businesses, including Wills, trusts, succession planning for closely held businesses and medical practices and sophisticated income and estate tax research and planning; administration of high net worth trusts and estates; evaluation of fiduciary accountings, and settlement agreements. In addition, Mr. Miller has also represented and interacted with corporate and bank Trustees for administration, settlement and assistance for compliance with regard to changing New York fiduciary statutes.

Mr. Miller also assists with Surrogate's Court litigation, including Will contests, contested estate or trust accountings, and much more.

For business clients, Mr. Miller assists with asset and stock purchases; commercial real estate transactions; cost-benefit and tax analysis; as well as preparation of various agreements, including shareholder agreements; general business purchase and sale agreements.

Mr. Miller has also served as a financial planning consultant, providing comprehensive financial planning for high net worth individuals and businesses. He has provided a complete review and analysis of asset allocations, spending and accumulation needs, review of documentation for personal and corporate planning (i.e. Wills, trusts, shareholder agreements, retirement plan documentation, etc.). Additionally, Mr. Miller has reviewed balance sheets, income statements and other financial documents to determine appropriate planning considerations for both businesses and individuals. 

Education

J.D., 1992, State University of New York at Buffalo Law School

• Federal Income Tax Program
• Small Business Counseling Program

Admissions to Practice

New York State, 1993

Professional Associations & Memberships

American Bar Association - Taxation Section, Member
New York State Bar Association - Trusts & Estate Section and Section Legislation Committee, Member
Bar Association of Erie County - Committee for Practice & Procedure in Surrogate's Court, Member
National Association of Estate Planners & Councils, Member

Certifications

Certified Financial Planner ™

Speaking Engagements

New York State Bar Association

• Estate Litigation
• Estate Administration - A Practical Guide
• Introduction to Estate Planning
• Estate Planning & Will Drafting
• Charitable Planning

Bar Association of Erie County

• Guardian ad Litem Training
• Fiduciary Commissions
• Asset Protection Trust
• 2010 Tax Relief Act

Times Herald Union (Hudson Valley, NY) - Personal Planning Column

M&T Bank

• Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010
• Small Business Jobs Act of 2010
• Estate Tax and Planning
• Asset Protection Trust - Delaware Advantage

Financial Planning Newsletter (M&T Bank)

• Why you need a Will
• Restricted Stock
• TIPS - Treasury Inflation Protected Securities
• Estate Tax for 2010 - It is not quite fair to say there is no tax

Contact Kevin

Name
Phone
Email
How can we help you?

Security Code...

Type Code Above Into This Box

Processing...