CENTRAL ARIZONA ESTATE PLANNING COUNCIL

Topic: Estate Planning Paralysis

Speaker: Justin Miller, J.D., LL.M., TEP, CFP®, AEP® (Distinguished)

Justin Miller is a partner and the national director of wealth planning at Evercore Wealth Management, counseling advisors and clients on complex taxation, trusts and estates, charitable planning and family governance issues. He additionally serves as a senior wealth and fiduciary advisor at the San Francisco office of Evercore Wealth Management and Evercore Trust Company NA.

Prior to joining Evercore in 2021, Mr. Miller was a national wealth strategist for 10 years at BNY Mellon. He previously was a managing director at Wells Fargo and began his career as a tax attorney at Sidley Austin.

Mr. Miller 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. He has served in leadership positions with the American Bar Association, California Bar Foundation, San Francisco Estate Planning Council and State Bar of California, and is a former editor-in-chief of California Tax Lawyer. Additionally, he is a past recipient of the Outstanding Conference Speaker Award from the California Society of CPAs and the V. Judson Klein Award from the California Tax Bar.

Mr. Miller earned 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. He holds the accredited estate planner designation and is a Certified Financial Planner® and a member of the State Bar of California.

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.

Attending without a reservation? Please read this.