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DTSTART:20230118T220000Z
DTEND:20230118T230000Z
LOCATION:Webinar
UID:2371920230118T220000ZEstate Planning Paralysis: Getting Your Clients to Act in 2023
DTSTAMP:20260405T135645Z
DESCRIPTION:\nWhen 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.\n \nJustin Miller, J.D., LL.M. (taxation), TEP, CFP®, AEP® 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 \n \n \n[REGISTER HERE](https://secure.confertel.net/tsRegisterF.asp?course=5842126) for the individual program. To purchase the 2023 webinar series, please click [HERE](https://secure.confertel.net/tsRegisterF.asp?program=NAEPC-2023).\n
SUMMARY:NAEPC Webinar - Estate Planning Paralysis: Getting Your Clients to Act in 2023  
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