October Program Meeting
Topic: Estate Planning Paralysis: Getting Your Clients To Act
When evaluating tax, estate, and philanthropic planning advice, many clients often find themselves paralyzed from taking any action. How do you determine the optimal solutions to address your clients’ needs, communicate sophisticated planning strategies in a manner that is easy to understand, and motivate a client to implement those strategies? This seminar provides concrete methods for you to help clients move beyond anxiety and confusion and take action—even in an environment of ongoing market volatility and economic uncertainty.
Learning Objectives:
- Understand why certain clients are hesitant to engage in trust and estate planning.
- Help your clients recognize and articulate their own estate planning needs.
- Better communicate the strategies and solutions you offer to your clients.
- Learn how to use stories and visual aids to simplify complex planning strategies.
- Motivate your clients to take action now and avoid the cost of procrastination.
Speaker: Justin Miller, J.D., LL.M., TEP, CFP®, AEP® (Distinguished)
Justin Miller is a Partner and National Director of Wealth Planning at Evercore Wealth Management and a Managing Director of Evercore Trust Company. He also is a Fellow of the American College of Trust and Estate Counsel, a Life Fellow of the American Bar Foundation, and an adjunct professor at Golden Gate University. In addition, Justin is a frequent keynote speaker at major conferences, has authored numerous articles on estate and tax planning, is regularly quoted by the media as an industry expert, and has been inducted into the Estate Planning Hall of Fame® by the National Association of Estate Planners & Councils. He earned a B.A. with honors from the University of California, Berkeley, and both a J.D. and an LL.M. in Taxation from New York University School of Law.
RSVP must be received by 12:00 p.m. on Wednesday, September 30, 2026. Registration will close at this time.
Submitting an RSVP for this event implies your agreement to the following COVID-19 policy. By registering for this event, you grant the Central Arizona Estate Planning Council (CAEPC) permission to take photographs or video of you during the event. These images and videos may be used on the CAEPC website, social media pages, and/or in newsletters for promotional purposes.
Dinner Menu
PRESET SALAD
ENTREES
PRESET DESSERT
TABLESIDE BEVERAGE
Schedule
- 5:00 p.m. Networking
- 6:00 p.m. Dinner
- 6:20 p.m. Announcements
- 6:30 p.m. Program
- 7:30 p.m. Program Concludes
Thank you to our sponsor!
Attendees understand and agree that their contact information may be shared with the event sponsor(s).
EVENT CONDUCT STATEMENT
The Central Arizona Estate Planning Council (“CAEPC”) is committed to providing all participants at our events with an inclusive and professional environment where they feel comfortable. These events include but are not limited to: educational programs and supplemental activities or programs included as a part of these events; webinars; and virtual and in-person board and committee activities and meetings; or presentations before local councils or to other organizations when speaking on behalf of CAEPC. Participants, who include attendees and their guests, volunteers, vendors, staff, and all others, are expected to conduct themselves in a manner that is welcoming, respectful and free from any form of discrimination, harassment, or retaliation. Disruptive or harassing behavior of any kind will not be tolerated. Participants asked to stop such behavior are expected to comply immediately. In keeping with our commitment to the health and safety of all participants, those who feel ill are asked not to attend in-person events or face to face activities. In the event that a participate feels unwell mid-conference, he/she/they are asked to refrain from attending any portion of the conference that includes face to face activities.
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