ESTATE PLANNING COUNCIL OF CENTRAL TEXAS

SPONSORED BY:

Cocktail Hour: 5:30PM-6:30PM

Dinner & Presentation: 6:30PM-8:00PM

About the Speaker:  Adam Ludman is an Executive Director and member of the J.P. Morgan Private Advisory leadership team, a cross-disciplinary group of over 100 global specialists who collaborate to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and achieve their goals. 

As Head of Tax Strategy, Adam works with clients and their professional advisors on wealth structuring and tax issues. He has experience across the full life cycle of taxation, from legislative and policy matters to planning, implementation, compliance and controversy resolution. 

Prior to his current role, Adam spent more than a decade as in-house tax counsel, most recently as an Executive Director in the Corporate Tax Department at J.P. Morgan, where he advised the firm’s global lines of business on tax matters impacting clients. Prior to joining J.P. Morgan, he was an in-house tax attorney at American Express, and a tax consultant for several publicly traded and closely held companies. 

Adam received an L.L.M. in Taxation from Georgetown University Law Center, a J.D. from Delaware Law School and a B.A. from Villanova University. He recently joined Columbia University’s School of Professional Studies as a lecturer, where he teaches a course in Tax Planning to students pursuing master’s degrees in Wealth Management.   

Photo Disclaimer: By attending this event, you acknowledge that you are aware your image may appear in on EPCCT social media platforms, promotional material and other media as requested. Questions: contact Lisa Gallo at atxEPCCT@gmail.com.

Deadline to register or cancel is Friday, September 19 at noon. Guarantees to the venue necessitate this policy.

New Guest Policy:  Guests may attend our meetings for $75.  Eligible guests who qualify for membership may attend once per program year before we ask them to join.

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