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DTSTART:20251106T180000Z
DTEND:20251106T193000Z
LOCATION:Doubletree Hilton NEAR THE GALLERIA
UID:2775620251106T180000ZThe New Normal for Charitable Tax Planning
DTSTAMP:20260509T045203Z
DESCRIPTION:\nLUNCHEON PROGRAM\n \nTHURSDAY, NOVEMBER 6, 2025\n \nNOTE LOCATION!\n \nDOUBLETREE HILTON - NEAR THE GALLERIA\n \n4099 VALLEY VIEW LANE, DALLAS\n \n(Lunch is served Noon-12:30; Program 12:30-1:30 P.M.)\n \nREGISTRATION DEADLINE: OCTOBER 28, 2025 (5:00 P.M.)  \n \nREGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE - NO EXCEPTIONS\n \nWALK-INS ARE NOT GUARANTEED A MEAL\n \nCASH OR CHECK AT THE DOOR\n \n$37 - MEMBER WITH MEAL\n \n$50 - GUEST WITH MEAL\n \n$25 - PROGRAM ONLY/NO MEAL\n \n \n \nTHE NEW NORMAL FOR CHARITABLE TAX PLANNING\n \n\n \nJUSTIN MILLER\n \n Sponsored by HighGround Advisors and Carter Financial Management\n \n\n\n\n \n\n\n\n \n\n\n\n \n\n\n\n \nRecent tax reform complicates strategies for tax-efficient charitable contributions. Using actual client experiences, this presentation explores practical solutions and innovative ways to help donors evaluate their options and make good decisions about tax-effective giving. During the program, you’ll get an in-depth look at charitable IRA rollovers, legacy IRAs, CRTs, charitable gifts from trusts and estates, donor advised fund distribution requirements, purpose trusts, 501(c)(4) social welfare organizations, and “charitable LLCs.”\n \nJustin Miller 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, a Life 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 \nThere is continuing ed credit approval for attorneys, accountants and financial planners for this presentation. The presentation will be posted on the website document library a few days prior to the presentation.   \n \nPlease register online with a credit card payment on the website: scroll down to the bottom of the page and register. LOG IN IS NOT REQUIRED TO REGISTER.  If you need a receipt, print out the confirmation page (receipt will not be sent to a 3rd party).  \n \nWE WOULD LIKE TO THANK OUR MEETING SPONSORS:  Armanino, Bessemer Trust Company, Carter Financial Management, Communities Foundation of Texas, Frost Bank, HighGround Advisors, Mercer Advisors, The Catholic Foundation, Heritage Auctions, The Dallas Foundation, Saville CPAs & Advisors, McBride & Associates at Merrill Lynch Wealth Management, EisnerAmper., Ag Trust, Cumberland Trust, Brown Advisory and Wealth Advisors Trust Company. WE WOULD LIKE TO THANK OUR PATRONS: Davis Stephenson, Argent Trust, Glast Phillips Murray Zopolsky, Stout, Carr Riggs & Ingram,  View Capital Advisors, Neuhoff Hunt, Phillips, Prosperity Bank, Bank of Texas, Maus & Associates, When Pigs Fly Estate Sales & Auctions, American National Bank & Trust, Signet Art, Tarleton Law Firm,Matter Family Office, Bisignano Harrison, Inspired Valuation Group, Steel Grove Advisors, Tipping Mineral Management, Atwood & McCall, Dallas Auction Gallery, Probity Advisors, Inc., Hancock Whitney and Baker Tilly\n \nIMPORTANT: PLEASE READ BELOW!\n \nTHE CONTINUING EDUCATION SUBMISSION LINKS  ARE DISPLAYED IMMEDIATELY WITH THE REGISTRATION CONFIRMATION. SIGN-IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING. SUBMIT ATTENDANCE AFTER THE MEETING WITH THE LINKS. SUBMISSION DEADLINE: 11/11/25. RECOMMENDATION: SAVE THE LINKS IN A FILE FOR EASY ACCESS.\n \nPLEASE NOTE SPECIAL MEAL REQUEST IS NOT AVAILABLE FOR THIS MEETING\n \n \n
SUMMARY:The New Normal for Charitable Tax Planning - Dallas Estate Planning Council 
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