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DTSTART:20240314T180000Z
DTEND:20240314T190000Z
LOCATION:Virtual
UID:2540920240314T180000ZAEP® and EPLS Forum
Don’t Guess and Make a Mess with QSBS
DTSTAMP:20260609T230559Z
DESCRIPTION:\nThis event takes places from 2:00 pm ET - 3:00 pm ET.\nActive Accredited Estate Planner designees and Estate Planning Law Specialist Certificants only, please.\n \n\nAbout the Forum\nThis 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.\n \nAbout our Presenter\nJustin 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.\n\nContinuing Education Credit\n âAttending the entire program qualifies for one hour of continuing education credit for your Accredited Estate Planner® designation.\n \nA recording of this session will be available following the program.\n ------\n\nThis event is a member benefit available only to active â[Accredited Estate Planner® designees](https://www.naepc.org/designations/estate-planners) and [Estate Planning Law Specialist certificants](https://www.naepc.org/designations/estate-law/introduction). If you are interested in learning more about the programs, please visit our website or [contact the national office](mailto:admin@naepc.org).\n \nYou do not need to login to register; simply click the blue "Register Now" box below to get started.\n \n \n
SUMMARY:AEP® and EPLS Forum
Don’t Guess and Make a Mess with QSBS - Council / Member Registration Website
PRIORITY:3
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DESCRIPTION:Reminder
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