Content Provider
Evercore logo
Sponsored by
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpece webinars
Trusts and Estates: Updates


Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 17, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

It is vitally important to stay on top of the latest updates and developments in trust and estate planning, especially in light of recent legislation and the evolving political landscape. During this webinar, you will be provided with practical advice and high-level tax guidance to advise your clients regarding the most tax-efficient planning techniques to help them achieve their objectives and goals. Topics covered will include limited family partnerships and family LLCs, federal and state income taxation of trusts and estates, and charitable tax planning.

Learning Objectives:

  • Identify the trust and estate planning trends and innovations set in motion by the Consolidated Appropriations Act, CARES Act, SECURE Act, and Tax Cuts and Jobs Act

  • Determine ways to help clients align their own wealth planning needs and philanthropic desires with new giving strategies and opportunities

  • Identify ways to minimize the impact of federal and state income taxes on trusts and estates

California MCLE credit is available for this event through Golden Gate University. It is your responsibility to check your state Bar requirements to see if this also qualifies for MCLE credit in another state. Please email to receive a Certificate of Attendance for MCLE.
Not logged

Justin Miller

Evercore Wealth Management, LLC
Partner and the National Director of Wealth Planning
(415) 288-3012

Evercore logo

Justin Miller is a Partner and the National Director of Wealth Planning at Evercore Wealth Management, counseling advisors and clients on complex taxation, trusts and estates, charitable planning, and family governance issues. He additionally serves as a Senior Wealth and Fiduciary Advisor at the San Francisco office of Evercore Wealth Management and Evercore Trust Company.
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.

About Our Sponsor

Golden Gate University is a private, non-profit university in San Francisco, California. Founded in 1901, GGU specializes in educating professionals through its schools of law, business, taxation, and accounting.