February 20, 2019 Dinner Meeting

Date: Wednesday, February 20, 2019
Time: 4:30pm - 7:00pm
Location: The Rainier Club
Speaker: Justin T. Miller, J.D., LL.M., TEP, AEP®, CFP®

Justin Miller, JD, LLM, TEP, AEP, CFP

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 (ACTEC), and a soughtafter speaker on tax, estate planning and family governance topics for leading conferences throughout the country, including events hosted by the AAML, ABA, ACTEC, CalCPA, NACGP, NAPFA, Santa Clara University, Stanford University, State Bars of California, Georgia, Nevada, Texas and Washington, STEP, UCLA, University of Notre Dame, USC, Vistage International, and YPO. In addition, he has published numerous articles in publications such as the American Journal of Family Law, California Tax Lawyer, California Trusts and Estates Quarterly, Real Property, Trust and Estate Law Journal, 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. Mr. Miller received a master of laws in taxation and a juris doctor from New York University School of Law and a bachelor’s degree, with honors, from the University of California at Berkeley.

Topic: "Charitable Planning After Tax Reform"

The New Normal Recent tax reform nearly doubled the standard deduction for individuals and families. While that simplifies the filing process for millions of Americans, it also complicates giving strategies for many who have made a habit of deducting their charitable contributions. Using actual client experiences, this presentation explores practical solutions and innovative ways to help donors evaluate their options and make good decisions about tax-effective giving. During the program, you’ll get an in-depth look at charitable IRA rollovers, legacy IRAs, lifetime CRATs, charitable gifts from trusts and estates, private foundation investment tax, donor advised fund distribution requirements, program related and SRI investments, and “charitable LLCs.”

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