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NAEPC Webinar: With Jeremiah W. Doyle, JD, LL.M.
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Join the viewing of this NAEPC Webinar at Grassi & Co.

When: 12/12/2018
3:00 - 4:00 PM
Where: Go to the 21st floor to sign in and then proceed to 23rd floor
New York
United States

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Post-Mortem Estate Planning
Jeremiah W. Doyle, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished)


About the program:

This presentation will cover the many facets of Post-Mortem Estate Planning including:

  • Tax election available on the decedent’s final income tax return
  • Protecting the fiduciary
  • Fiscal year election
  • Section 645 election
  • 65 day rule
  • Administration expense election
  • Section 643(e) election
  • Portability election
  • Alternate valuation election/Special use valuation
  • Section 6166 estate tax deferral
  • QTIP election
  • Qualified domestic trusts
  • Generation skipping tax planning
  • Disclaimers
  • Death of a partner
  • S corporation stock/qualified subchapter S trusts/ Electing small business trusts

About the speaker:

Jeremiah W. Doyle, IV is a Senior Vice President and Family Wealth Strategist at BNY Mellon Wealth Management in Boston, MA. He advises high net worth clients on how to hold, manage and transfer wealth. Mr. Doyle is an Adjunct professor of law at the Boston University Law School Graduate Tax Program. He received his BS from Providence College, JD from Hamline University Law School, LL.M. (taxation) from Boston University Law School, and LL.M. (banking law) from Boston University Law School.



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