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DTSTART:20240222T000000Z
DTEND:20240222T020000Z
LOCATION:The Eddy Hotel, 4626 N Campbell Ave, Tucson, AZ 85718
UID:2410820240222T000000ZEstate Planning Paralysis: Getting Your Clients to Act
DTSTAMP:20260430T122442Z
DESCRIPTION:\n \n \n \n \n[Handout Available](#end)\n \nRegistration and cocktails \n \n\n\n5:00pm – 5:15pm\n\n\n \nDinner\n\n\n \n5:15pm – 6:00pm\n\n\n \nProgram\n\n\n \n6:00pm – 7:00pm\n \n \n \nRESERVATIONS\n \nby Friday, February 16th\n\n\n \nYou will be sent a return email confirmation.\n\n\n \n \n \n \n \nAbout the Program\n \nWhen 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.\n \n \n \nAbout the Speaker\n \nJustin 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.\n \n \n \nThank you to our Happy Hour Sponsor \n \n[](https://ziatrust.com/)\n \nThank you to our Speaker Co-Sponsors\n \n   \n \n[]\n \n \n
SUMMARY:Estate Planning Paralysis: Getting Your Clients to Act - Southern Arizona Estate Planning Council 
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