Presented by National Association of Estate Planners & Councils

Speaker: Justin T. Miller, JD, LL.M. (taxation), TEP, CFP®, AEP®

When evaluating tax, estate, and philanthropic planning advice, many clients often find themselves paralyzed from taking any action. How do you determine the optimal solutions to address your clients’ needs, communicate sophisticated planning strategies in a manner that is easy to understand, and motivate a client to implement those strategies? This seminar provides concrete methods for you to help clients move beyond anxiety and confusion and take action—even in an environment of ongoing market volatility and economic uncertainty.

Justin Miller, J.D., LL.M. (taxation), TEP, CFP®, AEP® is a Partner and National Director of Wealth Planning at Evercore Wealth Management and a Managing Director at Evercore Trust Company, where he works collaboratively with accountants, attorneys, and other advisors to provide comprehensive wealth planning advice to clients. Justin also is an adjunct professor at Golden Gate University School of Law, a Fellow of the American Bar Foundation, and a Fellow of the American College of Trust and Estate Counsel. In addition, he is a frequent speaker at major conferences, has published numerous articles, and is regularly quoted as an industry expert in the media. Justin received a B.A., with honors, from the University of California, Berkeley, and a J.D. and LL.M. in Taxation from New York University School of Law.

REGISTER HERE for the individual program. To purchase the 2023 webinar series, please click HERE.

Registration Fees

• $40 / Accredited Estate Planner® designee
• $60 / member of [enter EPC name here]
• $100 / non-member
• $250 / council meeting or group gathering

A general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.