Estate Planning Paralysis: Getting Your Clients to Act
Date: Wednesday, February 21, 2024
Time: 5:00pm - 7:00pm
Location: The Eddy Hotel, 4626 N Campbell Ave, Tucson, AZ 85718
Speaker: Justin Miller, J.D., LL.M., TEP, AEP®, CFP® Partner and National Director of Wealth Planning, Evercore Wealth Management Managing Director, Evercore Trust Company
Registration and cocktails
5:00pm – 5:15pm
5:15pm – 6:00pm
6:00pm – 7:00pm
by Friday, February 16th
You will be sent a return email confirmation.
About the Program
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.
About the Speaker
Justin Miller 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.
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Thank you to our Speaker Co-Sponsors
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