Post Mortem Estate Planning

Description:

Tips and tactics for estate planners, advisors and trustees to minimize estate, income and fiduciary taxes after a client or related party dies.

Also hear from Community Health Options about the latest health insurance programs, plans & regs. before the annual sign-up period begins.

Highlights:

This course discusses the following topics: protecting the fiduciary, estate’s fiscal year election, administration expense election, alternate valuation election, Section 643(e) election, portability, QTIP election, qualified domestic trusts, disclaimers, death of a partner, S corporation stock, Section 645 election, Section 6166 deferral of estate tax and generation skipping tax elections.

Objectives:

Course is designed to give attendees a good base of knowledge in the available elections available under the tax law to minimize estate and income tax and fiduciary income tax (i.e., income taxation of estates and trusts). Basically, "what you need to know about tax elections available after a client dies."

Prerequisites:

A sense of humor (warped preferred) and a desire to learn. People who are in the estate planning field will learn something even if they don’t perform this type of work everyday.

Credits:

2

Members

Standard Fee: $50.00

Non-Members

Standard Fee: $65.00

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Location:

People's United Bank
350 Fore Street
Portland, ME 04101
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Start:

November 1, 2018 3:00pm

End:

November 1, 2018 5:00pm

Check-in starts at 2:45pm

Leader:

Doyle, Jere

Jere Doyle is an estate planning strategist for BNY Mellon's Private Wealth Management group and a Senior Vice President of Bank of New York Mellon. He has been with the firm since 1981. Jere provides high net worth individuals and families throughout the country with integrated wealth management advice on how to hold, manage and transfer their wealth in a tax efficient manner. Jere is admitted to practice law in the Commonwealth of Massachusetts and before the United States District Court, United States Court of Appeals (First Circuit) and the United States Tax Court. He formerly served as a member of the Massachusetts Joint Bar Committee on Judicial Appointments. He is the editor and co-author of Preparing Fiduciary Income Tax Returns, a contributing author of Preparing Estate Tax Returns, a contributing author of Understanding and Using Trusts, a contributing author of Drafting Irrevocable Trusts in Massachusetts all published by Massachusetts Continuing Legal Education, a reviewing editor of the 1041 Deskbook published by Practitioner’s Publishing Company and a contributing columnist for Estate Planning Review – The Journal published by Commerce Clearing House. Jere is a lecturer in law in the Graduate Tax Program at Boston University School of Law teaching courses in Exempt Organizations, Tax Aspects of Charitable Giving and Tax Aspects of Marital Dissolution.. Jere received a LL.M. in banking law from Boston University Law School, a LL.M. in taxation from Boston University Law School, a Juris Doctor from Hamline University Law School and a BS in accounting from Providence College. He served as president of the Boston Estate Planning Council and as a member of its Executive Committee and was a 20-year member of the Executive Committee of the Essex County Bar Association. He is also a member of the steering committee for the American Institute of Certified Public Accountants Advanced Estate Planning Program. He was named as the “Estate Planner of the Year” in 2009 by the Boston Estate Planning Council. 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). He has spoken at numerous professional education programs throughout the country on various topics, been quoted in numerous business publications and has appeared on CNBC, MSNBC and CNN.

Designed For:

This course is appropriate for CPAs, attorneys, executors, trustees, trust officers, and insurance professionals.
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