Live or Virtual Meeting
Date: Tuesday, September 28, 2021
Time: 4:45pm - 6:00pm
Location: To Be Determined
Speaker: Justin T. Miller, JD, LL.M, TEP, AEP, CFP ~ BNY Mellon Wealth Management
As a national wealth strategist at BNY Mellon Wealth Management, 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 (ACTEC), and a sought-after speaker on tax, estate planning and family governance topics for leading conferences throughout the country, including events hosted by the AAML, the ABA, ACTEC, CalCPA, Santa Clara University, Stanford University, the State Bar of California, the State Bar of Georgia, the State Bar of Texas, STEP, UCLA, the University of Notre Dame, Vistage International, the Washington State Bar Association, and YPO. In addition, he has published numerous articles in publications such as the California Tax Lawyer, the California Trusts and Estates Quarterly, State Tax Notes, Tax Notes, and Trusts & Estates, and he is frequently quoted as an industry expert in the media.
Mr. Miller has served as an executive committee member of the State Bar of California Taxation Section, an executive committee member of the Los Angeles County Bar Association Taxation Section, the chair of the Century City Bar Association Taxation Section, and the editor-in-chief of the California Tax Lawyer. Prior to joining BNY Mellon, he was an attorney at a major law firm, where he advised wealthy families, senior corporate executives and closely-held business owners regarding tax-efficient estate and business succession planning, trust law and management, and asset preservation.
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