I am truly honored to serve as the 88th President of the Boston Estate Planning Council. Being a member of BEPC has been and continues to be both personally and professional rewarding. Over the last 13 years I have gotten to know and work with people who are exceptionally dedicated to their field and to BEPC. I thank those individuals and all the organizations for their continued support.
To all the volunteers, the Board and to my fellow Officers, thank you for your commitment and your willingness to share your knowledge and experience to make BEPC a better organization for all members. For those not yet a member, I welcome you to reach out to me or to any of our leaders to learn more about our educational events, networking events and volunteer opportunities. To current members, I encourage you to get involved with one of our many committees.
Thank you all for joining us at the 2018 Annual Gala to congratulate Kurt Steinkrauss, the recipient of the Excellence in Estate Planning Award. Kurt’s contributions to his firm, BEPC and the estate planning community are extraordinary and I am privileged to call Kurt a friend and mentor.
I look forward to seeing you all at an upcoming BEPC event and to working together to build BEPC Tomorrow.
Joshua S. Miller has been an active member of the Boston Estate Planning Council for over 13 years. He has served on numerous committees as both a member and as a Chair and has served on the Board and as an Officer for the last five years.
Josh earned a BA in Communications and Philosophy from the State University of New York at Oswego and a JD from Suffolk University Law School. He also holds the CERTIFIED FINANCIAL PLANNER™ certification and is a Registered Trust and Estate Practitioner with STEP, the Society of Trust and Estate Practitioners.
Josh is a managing director and senior wealth strategist in CIBC Private Wealth Management's Boston office. In that role, he works directly with clients and their advisors to create integrated estate plans, guide client families in evolving a healthy wealth culture and find solutions to develop the rising generation, all part of CIBC Private Wealth’s integrated wealth management process.
Josh and his wife Emily live in Brookline with their daughter Isabelle.
Joshua S. Miller
President, Boston Estate Planning Council