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.
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 is also an adjunct professor at Golden Gate University School of Law and 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.