September 2017 Luncheon Program
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"Love, Sex, Money, Marriage and Death: Estate Planning Aspects of Divorce"

9/19/2017
When: September 19, 2017
11:45 a.m. - 1:45 p.m.
Where: The Union League
140 South Broad Street
Lincoln Hall (2nd Floor)
Philadelphia, Pennsylvania  19102
United States
Contact: Denise Downing
215-486-6215


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'Love, Sex, Money, Marriage and Death: Estate Planning Aspects of Divorce"

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This program discusses pre-marital estate planning considerations, the effect divorce has on an estate plan, the income and gift tax consequences of divorce, including the tax traps that may be encountered in property settlements, life insurance, alimony, child support, the sale of the principal residence, social security issues and the use of Section 682 alimony trusts. Also discussed are the tax and estate planning aspects of dividing a charitable remainder trust in divorce, liability for joint income tax returns (including relief from joint and several liability), tax consequences of dividing stock options, deferred compensation, IRAs and retirement benefits, including the consequences of not revising beneficiary designation forms after divorce. If time allows, the tax and estate ramifications encountered when a third party trust is part of a couple’s marital estate will also be covered.

One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

Jeremiah W. Doyle IV, Esq. is an estate planning strategist for BNY Mellon's Private Wealth Management group and a Senior Vice President of Bank of New York Mellon. He has been with the firm since 1981.  Jere provides high net worth individuals and families throughout the country with integrated wealth management advice on how to hold, manage and transfer their wealth in a tax efficient manner. Jere is admitted to practice law in the Commonwealth of Massachusetts and before the United States District Court, United States Court of Appeals (First Circuit) and the United States Tax Court. He formerly served as a member of the Massachusetts Joint Bar Committee on Judicial Appointments. He is the editor and co-author of Preparing Fiduciary Income Tax Returns, a contributing author of Preparing Estate Tax Returns, a contributing author of Understanding and Using Trusts, a contributing author of Drafting Irrevocable Trusts in Massachusetts all published by Massachusetts Continuing Legal Education, a reviewing editor of the 1041 Deskbook published by Practitioner’s Publishing Company  and a contributing columnist for Estate Planning Review – The Journal published by Commerce Clearing House.  Jere is a lecturer in law in the Graduate Tax Program at Boston University School of Law teaching courses in Exempt Organizations, Tax Aspects of Charitable Giving and Tax Aspects of Marital Dissolution..  Jere received a LL.M. in banking law from Boston University Law School, a LL.M. in taxation from Boston University Law School, a Juris Doctor from Hamline University Law School and a BS in accounting from Providence College. He served as president of the Boston Estate Planning Council and as a member of its Executive Committee and was a 20-year member of the Executive Committee of the Essex County Bar Association. He is also a member of the steering committee for the American Institute of Certified Public Accountants Advanced Estate Planning Program. 

 

This meeting is being sponsored by

Address

The Philadelphia Estate Planning Council
P.O. Box 579
Moorestown, NJ 08057-0579

Executive Director: Denise Downing, CMP

Contact

Phone: (215) 486-6215
Fax: (856) 727-9504
staff@philaepc.org

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