Private Broadcast of the NAEPC Webinar: Post-Mortem Estate Planning
Presented by National Association of Estate Planners & Councils
BEPC is proud to offer this private broadcast of the NAEPC webinar "Post-Mortem Estate Planning" on Wednesday, December 12, 2018 from 3:00 PM - 4:00 PM ET. BEPC members and non-members are invited to gather together to view the broadcast at the offices of BNY Mellon Wealth Management at 201 Washington Street, 1st Floor, Boston, MA. Seats are limited for this in-person webinar broadcast.
When: Wednesday, December 12, 2018
Time: 3:00pm - 4:00pm ET (Attendees should arrive promptly at 2:30pm as the webinar will start at 3:00pm).
WEBINAR DESCRIPTION: 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
- Death of a partner
- S corporation stock/qualified subchapter S trusts/ Electing small business trusts
Speaker: Jeremiah W. Doyle, IV, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished), 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.
Post-Webinar Discussion: Immediately following the broadcast, a post-webinar discussion will be conducted.