Jere Doyle IV, Esq. x 2! The FPA NENY Presents: IRAs Payable to a Trust – Administrative Difficulties AND Step-Up in Basis for Estates Under $5 Million

Date: Thursday, April 14, 2016
Time: 7:45am - 10:00am
Location: Wolferts Roost, Albany, NY
Speaker: Jere Doyle IV, Esq.

Hello!  You are receiving this message as a member of the Estate Planning Council of Eastern New York, Inc.  The Financial Planning Association of Northeastern NY is hosting Jere Doyle IV, Esq. on April 14, 2016 at Wolferts Roost from 7:45 to 10:00 A.M.  Jere will present TWO programs:

IRAs Payable to a Trust – Administrative Difficulties

Step-Up in Basis for Estates Under $5 Million

Because Mr. Doyle is an EPC ENY favorite, the FPA NENY extends an invite to EPC ENY members.  Program details and registartion is below.  Please let me know of any questions.  Hope to see you on April 14th!  Stephanie

Financial Planning Association of NENY's Vision Statement:

To be the premier community of financial planners in Northeastern New York and to serve as the leading financial planning resource for the public and media.

Hello!  Here’s your invitation to attend FPA NENY’s last monthly program (stay tuned for May 12 Symposium info!) on Thursday, April 14, 2016 featuring TWO separate programs by Jere Doyle IV, Esq:

IRAs Payable to a Trust – Administrative Difficulties

Discusses advantages and disadvantages of naming a trust as the beneficiary of an IRA, the allocation of an IRA distribution between income and principal, how the minimum required distribution rules apply when a trust is an IRA beneficiary, the possibility of the acceleration of income tax and the application of the fiduciary income taxation rules to the receipt and distribution of the IRA distribution.

Step-Up in Basis for Estates Under $5 Million

Discusses how the 99% - those no longer subject to transfer taxes – will plan their estates now that the estate, gift and generation skipping tax exemption has risen to $5 million (indexed for inflation) and is portable to the surviving spouse. Discusses whether taxpayers should still use trusts or whether portability will solve all their estate planning problems.

Our program is at Wolferts Roost with registration/breakfast at 7:30A.M. and program from 7:45 to 10:00A.M.  Continuing education credit is available for CFPs, CPAs and has been filed for attorneysAdirondack Funds is our breakfast partner.

Tickets may be purchased online at the non-member rate of $55.  That price includes BOTH programs, breakfast, materials and CE. Make your purchase online at: FPA-NENY.  Checks payable to FPA-NENY may be remitted to our address below.  

  As always, should you have any questions, just ask!  Thanks!

Stephanie Cogan
Executive Director, FPA NENY
PO Box 11565
Loudonville, NY 12211-0565

518-376-5023 (cell, urgent only)

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 Cancellation Policy:  Reservations must be cancelled by 48 hours prior to event, otherwise the registrant will be charged.

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