Marathon Advisors

The New Normal for Charitable Tax Planning

Date: Thursday, October 17, 2024
Time: 12:00pm - 2:00pm
Location: Virtual
Speaker: Justin Miller, J.D., LL.M., TEP, AEP®, CFP®

The New Normal for Charitable Tax Planning

Date: Thursday, October 17, 2024
Time: 12:00pm - 2:00pm
Speaker: Justin Miller, J.D., LL.M., TEP, AEP, CFP

The meeting of the Estate Planning Council of Central New York is our annual collaborative continuing education seminar hosted by the Central New York Community Foundation.

The meeting will be on October 17th, from 12:00pm to 2:00pm. The topic is “The New Normal for Charitable Tax Planning" with Justin Miller, J.D., LL.M., TEP, AEP, CFP®

Justin Miller is a Partner and National Director of Wealth Planning at Evercore Wealth Management and a Managing Director at Evercore Trust Company, where he works collaboratively with accountants, attorneys, and other advisors to provide comprehensive wealth planning advice to clients. Justin also 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. In addition, he is a frequent speaker at major conferences, has published numerous articles, and is regularly quoted as an industry expert in the media. Justin received 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.

Registration for this event is different and not through our EPC of CNY website. Please register for this virtual seminar by going to *link to be posted at a later date*.

There is no fee for guests to attend, so please share this invite with your colleagues that may benefit from attending this seminar.


2 hours of CFP and CPE and Life Insurance Credits are approved!  (There is no CLE credit available.)

See Upcoming Event Calendar