Post-Mortem Estate Planning

Date: Tuesday, March 15, 2022
Time: 4:30pm - 6:00pm
Location: Via Zoom - This will be our first non-live webinar.
Speaker: Jeremiah W. Doyle, IV

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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
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. In 2011 he was elected to the National Association of Estate Planners & Councils (NAEPC) Estate Planning Hall of Fame as an Accredited Estate Planner® (Distinguished). 
**This will be our first non-live webinar. This webinar was selected from NAEPC**
**Please provide feedback. As we return to in-person meeting, we want to consider additional opportunities for our members on various topics**
Virtual Conference via Zoom
Meeting ID: 885 1436 2811
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Meeting ID: 885 1436 2811
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