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:

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

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