Award Granted by the State Bar of California Taxation Section
SAN FRANCISCO, November 6, 2017 – BNY Mellon Wealth Management is proud to announce that National Wealth Strategist Justin T. Miller has been named the 2017 recipient of the prestigious V. Judson Klein Award from the State Bar of California Taxation Section. The award is presented on an annual basis to a California attorney in mid-career who exemplifies imaginative intellect, a true passion for the law, great personal integrity and legal professionalism. Miller accepted the award on November 2, 2017 at the Annual Meeting of the California Tax Bar and California Tax Policy Conference awards luncheon in Carlsbad, California.
Miller joined BNY Mellon Wealth Management in 2011, and works collaboratively with other advisors to provide comprehensive wealth planning advice to clients and their families. In addition to his prominent position at BNY Mellon Wealth Management, he is an adjunct professor at Golden Gate University School of Law, a Fellow of the American College of Trust and Estate Counsel and a Fellow of the American Bar Foundation. Miller also is a sought-after speaker on tax, estate planning and family governance topics at leading conferences throughout the country.
“Justin is a huge asset to our team and a leader in family governance issues nationally,” said Pamela Lucina, executive director of Advice, Planning and Fiduciary Services for BNY Mellon Wealth Management. “We are thrilled that he has been recognized in this way; he is extremely deserving of the accolades.”
In addition to the V. Judson Klein award, Miller recently received the 2016-2017 Outstanding Conference Speaker Award from the California Society of Certified Public Accountants (CalCPA) at the organization’s annual meeting in June of 2017. CalCPA is the largest statewide professional association of certified public accountants in the United States.
Prior to joining BNY Mellon Wealth Management, Miller was an attorney at a major law firm, where he advised high net worth clients regarding tax-efficient estate and business succession planning, trust law and management, and asset preservation. He earned a Master of Laws in taxation and a Juris Doctor from New York University School of Law and a bachelor’s degree from the University of California at Berkeley. Miller also has served as an executive committee member of the State Bar of California Taxation Section, an executive committee member of the Los Angeles County Bar Association Taxation Section, the chair of the Century City Bar Association Taxation Section, a member of the board of directors of the California Bar Foundation and the editor-in-chief of the California Tax Lawyer.
About BNY Mellon Wealth Management
BNY Mellon Wealth Management is a leading wealth manager. In 2016, it was named by Family Wealth Report as the top U.S. Private Bank and rated the Top Private Bank for Family Offices by Professional Wealth Management magazine. Barron’s ranked it the 8th largest U.S. wealth manager in 2016. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has nearly $216 billion in total private client assets, as of June 30, 2017, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to www.bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.
About BNY Mellon
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of June 30, 2017, BNY Mellon had $31.1 trillion in assets under custody and/or administration, and $1.8 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.