NOVEMBER 18, 2021
The New Normal for Charitable Tax Planning
Justin Miller

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Please note:
Registration for this event closes Tuesday, November 16, 2021


Thursday, November 18, 2021 from 7:30 AM to 9:00 AM PST
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7:30–7:45am        Short Program
7:45–9:00am        Featured Speaker


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Justin Miller Justin Miller
J.D., LL.M., TEP, AEP®, CFP®

Partner and National Director of Wealth Planning, Evercore Wealth Management Managing Director, Evercore Trust Company

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. Prior to joining Evercore in 2021, Justin was a national wealth strategist for 10 years at BNY Mellon. He previously was a managing director at Wells Fargo and began his career as a tax attorney at Sidley Austin.

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. He has served in leadership positions with the American Bar Association, California Bar Foundation, San Francisco Estate Planning Council, and State Bar of California, and is a former editor-in-chief of the California Tax Lawyer. Additionally, he is a past recipient of the Outstanding Conference Speaker Award from the California Society of CPAs and the V. Judson Klein Award from the California Tax Bar.

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. He also holds the Accredited Estate Planner® and CERTIFIED FINANCIAL PLANNER™ designations and is a member of the State Bar of California.


Perkins & Co


      Cobalt CPA         DiLorenzo _ Company

            McDonald Jacobs      PSU Master of Taxation  

Stoel Rives LLP        Sussman Shank