AEP® and EPLS Forum
Don’t Guess and Make a Mess with QSBS

Date: Thursday, March 14, 2024
Time: 2:00pm - 3:00pm
Location: Virtual
Speaker: Justin T. Miller, JD, LL.M. (taxation), TEP, AEP®, CFP®

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This event takes places from 2:00 pm ET - 3:00 pm ET.
Active Accredited Estate Planner designees and Estate Planning Law Specialist Certificants only, please.

About the Forum
This presentation will cover the basics of qualified small business stock (QSBS) under section 1202, show you how founders can “stack” multiple capital gain exclusions among family members, address how non-grantor trusts can be the ultimate tool for QSBS planning to protect family members and minimize state income taxes, and discuss the challenges in non-grantor trust drafting compared to the more commonly used irrevocable grantor trusts.

About our Presenter
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.

Continuing Education Credit
​Attending the entire program qualifies for one hour of continuing education credit for your Accredited Estate Planner® designation.

A recording of this session will be available following the program.

This event is a member benefit available only to active ​Accredited Estate Planner® designees and  Estate Planning Law Specialist certificants. If you are interested in learning more about the programs, please visit our website or contact the national office.

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