Heckerling Recap Webinar: Panel Discussion

Description

The panel discussion will cover the highlights of the 58th Annual Heckerling Institute on Estate Planning that was held from January 8-12, 2024. The presentation will cover recent estate planning developments as well as a summary of the more important sessions during the week-long program.

Presenters

Joseph (Jay) B. Darby III

Jay Darby has more than thirty years of experience representing clients in a wide range of tax, estate planning, and related business matters. His goal is to help clients enjoy their lives by reducing taxes, avoiding (or resolving) problems with taxing authorities, and passing personal wealth to the appropriate next destination. Jay's clients range from individuals to large public and private business entities, and while he has structured some of the most sophisticated transactions in the business arena, he is mindful of the fact that people rather than businesses ultimately pay taxes. Therefore, he always structures transactions with the goal of minimizing the tax costs and maximizing the after-tax return for the people he represents. An early proponent of Opportunity Zones (an investment incentive created under the 2017 Tax Act), Jay has become one of the country’s go-to experts in the area, helping clients bring business investment and ultimately prosperity to some of the most challenged areas of the country. Jay is the author of a highly acclaimed treatise, Practical Guide to Mergers, Acquisitions and Business Sales (click here to purchase). He has written more than 1,000 articles on tax, business, and a diverse range of other topics. He teaches numerous advanced tax courses at Boston University School of Law's Graduate Tax Program, and has taught regularly at Boston College Law School and Bentley College (in the Masters of Taxation program). He is a popular speaker on the national tax conference and webinar circuit, lecturing regularly on a wide range of topics. He is also the founder and principal host of the OZoom Forum, a video-conferencing platform sponsored by Boston University School of Law that provides a venue for sharing information and ideas about Opportunity Zones and related subjects.

Jay’s many awards and honors include being recognized in the area of tax practice by Best Lawyers in America®, being recognized for his achievements in Legal 500 U.S., being named a “Top 25 Opportunity Zone Influencer” by Opportunity Zone Expo Magazine, and receiving an AV Preeminent®, Martindale-Hubbell® Peer Review Rating™.  Jay was a partner at some of the largest and most prestigious law firms in the country, including Greenberg Traurig LLP and Holland & Knight LLP, before founding his own firm, Joseph Darby Law PC.

Jeremiah W. Doyle, IV, Esq. 

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. 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 a co-author of the law school casebook The Income Taxation of Trusts and Estates published by Carolina Academic Press. 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, and a contributing author of Drafting Irrevocable Trusts in Massachusetts, all published by Massachusetts Continuing Legal Education. He is also a reviewing editor of the 1041 Deskbook published by Practitioner’s Publishing Company.  Jere is an adjunct professor of law in the Graduate Tax Program at Boston University School of Law.  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 is a Fellow of the American College of Trust and Estate Counsel (ACTEC). He served as president of the Boston Estate Planning Council and formerly served as a member of its Executive Committee and was a 20-year member of the Executive Committee of the Essex County Bar Association. He was named as the “Estate Planner of the Year” in 2009 by the Boston Estate Planning Council.

Judith A. Saxe AEP®, CAP®

Judith A. Saxe  is a senior wealth strategist and the director of research and education for Wealth Strategies in the Boston office of CIBC Private Wealth Management. She provides customized estate planning services to clients, including income and estate tax, philanthropic, multi-generational, financial, asset protection, business succession, insurance and fiduciary planning. She works collaboratively with relationship managers, clients and their advisors to develop and implement integrated wealth plans and educate clients and their families about planning options and strategies. 

Judith has over 30 years of industry experience counseling high net worth individuals, corporate executives, owners of closely held businesses and multinationals on sophisticated estate planning designs and strategies. She joined the company in 2003 from Ernst & Young LLP, where she was the New England-area director of estate and business succession planning. Previously, Judith practiced law with a specialty in estate planning at major firms in New York City.

Judith is a fellow of the American College of Trust and Estate Counsel (ACTEC) and she served on the board of directors of the National Association of Estate Planning Councils (NAEPC), following an 11-year tenure on the executive committee and board of directors of The Boston Estate Planning Council (BEPC), where she was named as president from 2013-2014. She is a frequent presenter on estate planning topics, including for NAEPC, BEPC, Massachusetts Continuing Legal Education (MCLE), and the Massachusetts Bar Association, and is a contributor to several MCLE treatises. Judith has also written articles for or been quoted in national and local publications, including The Wall Street Journal, Private Wealth magazine and Massachusetts Lawyers Weekly. 

Heidi Seely

Heidi A. Seely is a partner at Day Pitney in the Private Client Department in Boston. She assists individuals and families in all aspects of the broader trusts and estates practice, with a focus on the personal and family relationships at the core of each plan.  Heidi Has extensive experience in planning for and implementing sophisticated yet understandable strategies to transfer wealth between generations while minimizing tax obligations.  She also skillfully supports individuals and fiduciaries in navigating complex estate settlements, including all related asset marshaling, tax return preparation, and management of distributions.  In addition, she provides a personal touch in advising on trust matters, and regularly serves as a professional trustee of private trusts.  

 Heidi speaks extensively on all matters relating to the Trusts & Estates practice and is co-author with Thomas E. Bator of The Boston Trustee:  The Lives, Laws and Legacy of A Vital Institution. 

She has been an active member of the Boston Bar Association for more than 10 years, and was honored to serve as co-chair of its Trusts & Estates Section.  Heidi graduated with a Bachelor of Arts in Philosophy from Santa Clara University, and received her Juris Doctor, cum laude, from Suffolk University Law School.  She lives in Maine with her husband, two children, and the world’s best dog, and enjoys gardening, cooking, cross-country skiing and running triathlons.  

How To Register

Registration requires two steps:

1. Register via the event website.

2. Follow the link provided in the Getting Ready Email to access Zoom platform.

Please reach out to bepc@bepc.org with any questions.   

Registration Fees:

Members - Free (must be signed in!)
Non-Members - $10

To view BEPC's In-Person Events: COVID-19 Prevention & Best Practices, please click here.

To view BEPC's Event Cancellation & Substitution Policy, please click here. 

To view BEPC's Code of Conduct Policy, please click here. 
To view BEPC's Photo/Video Release Policy, please click here.