"Secrets of Successful Families: Creating a Lasting Legacy"

COFFEE MEET AND GREET: The PEPC organized a meet and greet coffee station prior to our  luncheon program. It will be located in the Farragut Room from 11:30 a.m.-12:00 p.m.  All meeting attendees are welcome to join!

AGENDA
11:30 a.m. - 12:00 p.m. Coffee Meet & Greet
11:45 - 12:00 p.m. Registration
12:00 - 1:45 p.m. Luncheon & Program

PROGRAM OVERVIEW

How can you help families avoid the “shirtsleeves to shirtsleeves in three generations” phenomenon? Not only is it important to prepare the money for the family, but it also is important to prepare the family for the money. This seminar will present the common characteristics of families who have successfully transferred their values—in addition to their wealth—to future generations and will provide examples of practical planning techniques that have helped such families build lasting legacies.

Learning Objectives:

• Understand the challenges for families attempting to transfer wealth to future generations.
• Identify opportunities to minimize the impact of federal and state income taxes on trusts and estates while preserving family harmony.
• Determine ways to help clients align their tax planning strategies with their values to create a lasting legacy.

SPEAKER:  Justin Miller, J.D., LL.M., TEP, CFP®, AEP® 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.

One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

No-shows will be billed. No refunds after January 15, 2027.