Breakfast Meeting - Income Taxation of Trusts & Estates - What every Estate Planner Should Know

Date: Tuesday, November 14, 2017
Time: 7:30am - 9:00am
Location: Atlantis Hotel
Speaker: Justin Miller, National Wealth Strategist, BNY Mellon Wealth Management

Justin T. Miller, J.D., LL.M., TEP, AEP®, CFP®
National Wealth Strategist

As a national wealth strategist at BNY Mellon, Justin Miller works collaboratively with other advisors to provide comprehensive wealth planning advice to clients and their families. He also is an adjunct professor at Golden Gate University School of Law, a Fellow of the American College of Trust and Estate Counsel, and a sought-after speaker on tax, estate planning and family governance topics for major conferences throughout the country. In addition, Justin has published numerous articles, and he is frequently quoted as an industry expert in the media. He received a master of laws in taxation and a juris doctor from NYU School of Law and a bachelor’s degree, with honors, from U.C. Berkeley.

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