Justin Miller, Partner and National Director of Wealth Planning at Evercore Wealth Management, will be a featured speaker at the 2026 Estate Planning for Large Estates Program.
His presentation, “QSBS 2.0: Enhanced Opportunities for the Ultra-Wealthy After OBBBA,” will examine the fundamentals of Qualified Small Business Stock (QSBS) under Section 1202, recent changes following the One Big Beautiful Bill Act, and advanced planning opportunities for founders and ultra-high-net-worth families.
Topics will include strategies for maximizing capital gain exclusions, the use of non-grantor trusts in QSBS planning, state income tax considerations, and key trust drafting issues.
For more information, please contact [email protected].
