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Philadelphia Estate Planning Council

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  • March 2024 Educational Program & Cocktail Reception

March 2024 Educational Program & Cocktail Reception

  • Tuesday, March 19, 2024
  • 3:30 PM - 7:00 PM
  • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102

Registration

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"Postmortem Tax Planning - Elections for Income, Trust, Gift and Estate Tax Returns"

AGENDA
3:30 – 4:00 p.m. Registration
4:00 – 5:00 p.m. Program (In-Person Only)
5:00 – 7:00 p.m. Cocktail Reception

PROGRAM OVERVIEW

This presentation will discuss 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.

Jere Doyle is an estate planning strategist for BNY Mellon Wealth Management and a senior vice president of BNY Mellon. He has been with the firm since 1981. Jere provides wealthy 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.

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

This Event is Being Sponsored by


Click here to download a printable registration form.


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

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

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