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Justin Todd Miller
About Justin
Biography
Justin T. Miller, J.D., LL.M., TEP, AEP®, CFP®, is a Partner and National Director of Wealth Planning with Evercore Wealth Management, where he works with accountants, attorneys, and other advisors to provide comprehensive wealth planning advice to clients. He 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 keynote 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.
Opinions are his own. Posts ≠ legal or tax advice.
Practice Areas
2
Practice Areas
Estate Planning
50%
27 years
Tax
50%
27 years
Fees and Rates
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Chat withLicenses
Licensed in California for 26 years
State: California
Acquired: 2000
No misconduct found
Location
Evercore
425 California Street, Suite 1500, San Francisco, CA, 94104
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Experience
Honors
2017
Outstanding Conference Speaker Award, California Society of Certified Public Accountants (CalCPA)
2017
V. Judson Klein Award, State Bar of California Taxation Section
Work Experience
2021 - Present
Partner and National Director of Wealth Planning, Evercore Wealth Management
2012 - Present
Adjunct Professor, Golden Gate University School of Law
2011 - 2021
National Wealth Strategist, BNY Mellon
2005 - 2009
Senior V.P., Managing Director, Wells Fargo
1999 - 2005
Attorney, Sidley Austin and Glaser, Weil, Fink, et al.
Associations
2016 - Present
The American College of Trust and Estate Counsel (ACTEC)Fellow
2016 - Present
The American Bar FoundationFellow
2015 - Present
Society of Trust and Estate PractitionersMember
2012 - Present
San Francisco Estate Planning CouncilMember
2012 - 2015
California Tax LawyerEditor-in-Chief
2012 - 2015
State Bar of California, Taxation SectionExecutive Committee
2010 - 2015
California Bar FoundationBoard of Directors
2008 - 2010
Constitutional Rights FoundationBoard of Directors
2003 - 2004
Los Angeles County Bar Association, Taxation SectionExecutive Committee
2002 - 2005
Century City Bar AssociationTax Section Chair
Education
1999
New York University School of Law
J.D. and LL.M. in Taxation
1995
University of California - Berkeley
B.A.
Speaking Engagements
2017
6th Annual Institute on Tax, Estate Planning and the Economy
U.S. Income Taxation of Trusts
2017
25th Annual Estate and Gift Tax Conference
Top Ten Tax Tips Every Estate Planner Should Know for Making Divorce Less Taxing
2016
42nd Annual Notre Dame Tax and Estate Planning Institute
Making Divorce Less Taxing: A Unique Opportunity for Income Tax Planning and Estate Planning
2016
21st Annual Advanced Estate Planning Symposium
Estate Planning Paralysis: Getting Your Clients to Act
2015
National Conference on Philanthropic Planning
Philanthropic Planning Paralysis: Getting Your Donors to Act
2015
Annual Probate and Trust Seminar
Fiduciary Income Tax Issues: Hot Topics
2015
Annual Meeting of the California Tax Bar and California Tax Policy Conference
Planning Strategies That Reduce Both Income and Estate Tax
2015
50th Annual Fiduciary Law Institute
Hot Topics: Income Taxation of Trusts
2015
23rd Annual California Estate & Gift Tax Conference
Income Tax Considerations for Trusts: Hot Topics
2015
14th Annual Estate Planning Symposium
First Question Before Gift and Estate Tax Planning: Will I Have Enough?
2015
11th Annual Kasner Estate Planning Symposium
Business Succession Planning: Client Dilemmas and How to Effectively Address Them
2014
50th Annual Meeting and Education Conference
Secrets of Successful Families: Integrating Family Governance with Estate Planning
2014
36th Annual Estate Planning Institute
Income Taxation of Trusts and Estates: Fundamentals Every Estate Planner Should Know
2014
22nd Annual California Estate & Gift Tax Conference
Lessons from Hollywood: Estate Planning in Movies and Television
2014
10th Annual Kasner Estate Planning Symposium
Optimizing Business Transitions
2013
Vistage 2013 International Member & Chair Conference
Successful Business Transitions in Today’s Economic Environment
2013
21st Annual Estate and Gift Tax Conference
Income Taxation of Trusts and Estates: Fundamentals Every Estate Planner Should Know
2013
18th Annual Advanced Estate Planning Symposium
Income Taxation of Trusts and Estates: Fundamentals Every Estate Planner Should Know
2013
10th Annual Conference on Philanthropic and Legacy Planning
Secrets of Successful Families: Integrating Family Philanthropy for a Lasting Legacy
2012
8th Annual Kasner Estate Planning Symposium
Income Taxation of Trusts and Estates: Fundamentals Every Estate Planner Should Know
2012
13th Annual Conference on Charitable Giving
Secrets of Successful Families: Integrating Family Philanthropy for a Lasting Legacy
2004
Los Angeles County Bar Association
Tax Consequences of International Transactions
2004
Century City Chamber of Commerce
The Impact of the American Jobs Creation Act of 2004
2003
Century City Bar Association
Everything You Ever Wanted to Know about Estate Planning
Publications
2017
Real Property, Trust and Estate Law Journal
Making Divorce Less Taxing: A Unique Opportunity for Income, Estate, and Gift Tax Planning
2016
California Tax Lawyer
The Taxation of Trusts After a Divorce or Marital Dissolution: A Need to Define "Income"
2016
American Journal of Family Law
Support Trusts in Lieu of Alimony: A Creative Settlement Solution
2016
California Trusts & Estates Quarterly
California Could Say No to NINGs and Don’t to DINGs
2015
Trusts & Estates
Philanthropic Planning Paralysis
2014
California Tax Lawyer
When Should a Trust Be Subject to State Income Tax in California?
2014
State Tax Notes
When Should a Trust Be Subject to California Income Tax?
2014
2014
2010
Languages
English