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DTSTART:20220315T233000Z
DTEND:20220316T010000Z
LOCATION:Via Zoom - This will be our first non-live webinar.
UID:2239920220315T233000ZPost-Mortem Estate Planning
DTSTAMP:20260415T184359Z
DESCRIPTION:\nThis presentation will cover the many facets of Post-Mortem Estate Planning including:\n 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 \n  \n  \nJeremiah 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).  \n  \n**This will be our first non-live webinar. This webinar was selected from NAEPC** \n  \n**Please provide feedback. As we return to in-person meeting, we want to consider additional opportunities for our members on various topics** \n  \n \nVirtual Conference via Zoom \nhttps://us06web.zoom.us/j/88514362811 \nMeeting ID: 885 1436 2811 \nOne tap mobile \n+12532158782,,88514362811# US (Tacoma) \n+16699006833,,88514362811# US (San Jose) \nDial by your location \n       +1 253 215 8782 US (Tacoma) \n       +1 669 900 6833 US (San Jose) \n       +1 346 248 7799 US (Houston) \n       +1 312 626 6799 US (Chicago) \n       +1 929 205 6099 US (New York) \n       +1 301 715 8592 US (Washington DC) \nMeeting ID: 885 1436 2811 \nFind your local number: https://us06web.zoom.us/u/kyWpTilYL
SUMMARY:Post-Mortem Estate Planning - Spokane Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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