NAEPC Webinar: Post-Mortem Estate Planning
Presented by National Association of Estate Planners & Councils
Wednesday, December 12, 2018
3:00pm - 4:00pm ET
Speaker: Jeremiah W. Doyle, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished)
This presentation will cover the many facets of Post-Mortem Estate Planning including:
- Tax election available on the decedent’s final income tax return
- Protecting the fiduciary
- Fiscal year election
- Section 645 election
- 65 day rule
- Administration expense election
- Section 643(e) election
- Portability election
- Alternate valuation election/Special use valuation
- Section 6166 estate tax deferral
- QTIP election
- Qualified domestic trusts
- Generation skipping tax planning
- Disclaimers
- Death of a partner
- S corporation stock/qualified subchapter S trusts/ Electing small business trusts
Jeremiah W. Doyle, IV is a Senior Vice President and Family Wealth Strategist at BNY Mellon Wealth Management in Boston, MA. He advises high net worth clients on how to hold, manage and transfer wealth. Mr. Doyle is an Adjunct professor of law at the Boston University Law School Graduate Tax Program. He received his BS from Providence College, JD from Hamline University Law School, LL.M. (taxation) from Boston University Law School, and LL.M. (banking law) from Boston University Law School.
REGISTER HERE for the individual program. To register for the 2018 series, please click HERE.
See all upcoming and previous webinars
The Robert G. Alexander Webinar Series
The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education. Programs typically take place on the second Wednesday of each month at 3:00 pm ET.
Not able to attend on the live date and time?
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.
To register for an upcoming program, click on "register here" on the page associated with the program you will be attending live or on-demand. Those who are new to the Tradewing system must create an account before registering.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit.
Sponsorship
Webinar sponsorship is now available! Direct inquiries to Ed Socorro @ 312-600-5303 or sponsorship@naepc.org.
Event Conduct Policy
By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.
Webinars will be hosted within NAEPC's new online community, Tradewing, which will allow us to offer them on a complimentary basis! Participants must create an account and then register for the webinar they would like to attend.