Jere Doyle! Post Mortem Tax Planning

Date: Tuesday, November 15, 2022
Time: 7:30am - 9:45am
Location: Wolferts Roost Country Club
Speaker: Jeremiah W. Doyle, IV, Esq. SVP, BNY Mellon Wealth Management

Join us as the ever popular Jere Doyle returns to present  Post Mortem Tax Planning:

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.

 

To be discussed:

  • 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.

‚Äčanticipated CE: CFP, CPA, CLE

See Upcoming Event Calendar