Anatomy of an Insurance Trust

Date: Wednesday, February 22, 2017
Time: 11:45am - 1:15pm
Location: City Club downtown
Speaker: Danielle Miller

Danielle E. Miller practices in the areas of estate planning, probate and trust administration, related income, gift, estate and property tax matters, and entity formation. Her experience includes drafting revocable and irrevocable trusts, business succession planning, charitable gift planning, and all aspects of estate administration and probate procedures. Ms. Miller also works with clients to establish nonprofits and qualify them for federal and California tax-exempt status. Her clients include high net worth individuals and families, fiduciaries and closely held businesses.

Ms. Miller is a frequent speaker at national and local estate planning seminars and institutes, including USC’s Tax Institute and Trust and Estate Conference, and the National Business Institute. She also serves as an Executive Committee member of the Beverly Hills Bar Association Trusts and Estates Section.

Ms. Miller received her Juris Doctor from the University of the Pacific, McGeorge School of Law, J.D., in 1996 and her Bachelor of Arts degree in philosophy from University of California at Berkeley in 1993.  She is certified as a specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization.

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