The Greater Boca Raton Estate Planning Council
Speaker Dinner Meeting

SPEAKER
 Justin Miller, J.D., LL.M.
Evercore Wealth Management
San Francisco, California

TOPIC
"Income Taxation of Trusts and Estates"

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 NA. Prior to joining Evercore in 2021, Mr. Miller 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. Mr. Miller 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 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. Mr. Miller earned 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 holds the accredited estate planner designation, and is a certified financial planner and a member of the State Bar of California.

***Please register by February 17th***

Generously sponsored by:

Silver Sponsors



Cocktail Sponsor

CHOICE OF ENTRÉE :

Chicken Française
Israeli Couscous & Vegetable Ragout Skillet,
Grilled Broccolini, Lemon, Caper, White Wine Pan Sauce

Melted Leek Crusted Salmon
French Beans Almondine, Roasted Fingerling Potatoes,
Tomato & Artichoke Vierge, Lemon Tarragon Beurre Blanc

12-Hour Braised Beef Short Rib
Yukon Gold Potato Purée, Roasted Baby Carrots, Asparagus,
King Trumpet Mushrooms, Cipollini Onion, Blistered Grape Tomato, Natural Jus

Vegetarian
Eggplant Parmesan (Breaded)
San Marzano Tomato Sauce, Mozzarella, Parmesan,
House Made Herb Ricotta

Special arrangements may be made for a kosher meal, with advance notice (10 days minimum), please email:  admin@bocaratonepc.org.