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.
anticipated CE: CFP, CPA, CLE
