FacultyFaculty/Author Profile
Jill Choate Beier

Jill Choate Beier

Beier & Associates, PLLC

Lake Placid, NY, USA


Jill Choate Beier is the founder of the firm, Beier & Associates, PLLC with its primary location in Lake Placid, New York.  Her practice includes a broad range of matters in the personal planning area, including estate and tax planning for individuals and families; small business succession planning, estate and trust administration; all aspects of Surrogate's Court practice, including probate proceedings, will contests and guardianships, and planning for charitable giving and philanthropy. 

Prior to starting her own firm, Ms. Beier practiced law at Sullivan & Cromwell LLP and Patterson Belknap Webb & Tyler LLP in New York City.  Before becoming an attorney, Ms. Beier worked for several years in the financial services sector and held senior management positions in accounting and regulatory reporting at large financial institutions such as JP Morgan and Credit Suisse.

Ms. Beier is an active member of the Trusts and Estates Law Section of the New York State Bar Association and has served in many positions of leadership such as Chair of the Estate and Trust Administration Committee and Vice-Chair of the Surrogate’s Court Committee.  Currently, she is the Treasurer for the Section’s Executive Committee.

In addition to practicing law, Ms. Beier is active in the local community by serving on the Board of Directors of the Adirondack Council and serving as President of the Board of Trustees for the Lake Placid Center for the Arts.

Ms. Beier earned a Bachelor’s degree in Finance from the University of North Texas, an MBA with an Accounting concentration from Fordham Graduate School of Business, a J.D., summa cum laude, from Touro Law School, and an LL.M. in Taxation from New York University School of Law.

Jill Choate Beier is associated with the following items:
CHB Chapters  CHB Chapters Estate Planning for Digital Assets (June 9, 2017) (Including Exhibit A) - Estate Planning Institute (48th Annual), Wednesday, September 13, 2017
Fundamentals of Trusts and Estates - Bridge-the-Gap: Professional Practice for Newly Admitted Attorneys 2018, Friday, August 03, 2018
Estate Planning for Digital Assets (July 2, 2018) - 49th Annual Estate Planning Institute, Monday, September 24, 2018
MP3 Audio  MP3 Audio Estate Planning for Digital Assets - Estate Planning for Digital Assets, Wednesday, September 13, 2017
Fundamentals of Trusts & Estates - Fundamentals of Trusts & Estates, Thursday, August 09, 2018
MP4 - Mobile Video Seg  MP4 - Mobile Video Seg Estate Planning for Digital Assets - Estate Planning for Digital Assets, Wednesday, September 13, 2017
Fundamentals of Trusts & Estates - Fundamentals of Trusts & Estates, Thursday, August 09, 2018
Web Segment  Web Segment Fundamentals of Trusts & Estates - Bridge-the-Gap: Professional Practice for Newly Admitted Attorneys 2018, Thursday, August 09, 2018
On-Demand Web Programs  On-Demand Web Programs Bridge-the-Gap: Professional Practice for Newly Admitted Attorneys 2018, Friday, August 10, 2018, New York, NY
Live Seminar  Live Seminar 49th Annual Estate Planning Institute, Monday, September 24, 2018, New York, NY
Live Webcast  Live Webcast 49th Annual Estate Planning Institute, Monday, September 24, 2018, New York, NY
PLI Grpcast-Live Web  PLI Grpcast-Live Web 49th Annual Estate Planning Institute, Monday, September 24, 2018, Indianapolis, IN
49th Annual Estate Planning Institute, Monday, September 24, 2018, New Brunswick , NJ
49th Annual Estate Planning Institute, Monday, September 24, 2018, Atlanta, GA
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