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DTSTART:20160414T114500Z
DTEND:20160414T140000Z
LOCATION:Wolferts Roost, Albany, NY
UID:1301720160414T114500ZJere 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
DTSTAMP:20260429T222936Z
DESCRIPTION:\nHello!  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](http://www.bnymellonwealthmanagement.com/our-views/authors/jeremiah-doyle.html). on April 14, 2016 at Wolferts Roost from 7:45 to 10:00 A.M.  Jere will present TWO programs:\n \nIRAs Payable to a Trust – Administrative Difficulties\n \nStep-Up in Basis for Estates Under $5 Million\n \nBecause 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\n \nFinancial Planning Association of NENY's Vision Statement:\n\nTo 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.\n \nHello!  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](http://www.bnymellonwealthmanagement.com/our-views/authors/jeremiah-doyle.html):\n \nIRAs Payable to a Trust – Administrative Difficulties\n \nDiscusses 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.\n \nStep-Up in Basis for Estates Under $5 Million\n \nDiscusses 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.\n \nOur program is at [Wolferts Roost](http://www.wolfertsroost.com/directions) 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 attorneys.  [Adirondack Funds](http://www.adirondackfunds.com/) is our breakfast partner.\n \nTickets 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](http://www.fpa-neny.org/meetings-events/).  Checks payable to FPA-NENY may be remitted to our address below.  \n \n  As always, should you have any questions, just ask!  Thanks!\n \nStephanie Cogan\n Executive Director, FPA NENY\n PO Box 11565\n Loudonville, NY 12211-0565\n 518-458-7774  \n \n518-376-5023 (cell, urgent only)\n \nchapexec@fpa-neny.org   [www.fpa-neny.org](http://www.fpa-neny.org/)\n\n To Unsubscribe, simply reply to this email and let me know.  Thank you!\n  Cancellation Policy:  Reservations must be cancelled by 48 hours prior to event, otherwise the registrant will be charged.\n
SUMMARY: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 - Estate Planning Council of Eastern New York, Inc. 
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