Michael D. Miller

Overview

Mike Miller has extensive experience in the areas of estate planning, probate of taxable and non-taxable estates, entity and business planning and asset protection planning. Actions in these areas range from the essential to the sophisticated and include preparing wills, revocable and irrevocable trusts, advance medical directives, powers of attorney and grantor-retained annuity trusts (GRATs).

Mike focuses on learning and developing his client’s often specific desires and objectives and preparing a plan to achieve those ends. Such planning also includes estate and generation-skipping transfer tax planning and transferring wealth to lower generations in a protected manner on a valuation leveraged basis, which include gifts and sales of property to intentionally defective grantor trusts and spousal lifetime access trusts.

Mike’s entity and business planning experience includes:

• Selecting the best form of entity to own property or operate a business
• Preparing the necessary documents to form and operate the entity (for example leases, employment agreements and buy-sell agreements)
• Considering the management and control of the entity
• Analyzing and implementing the eventual transfer of entity ownership to successors

Mike is married and has two sons.