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Award
received November 2012 |
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Jeremiah W. Doyle IV
BYN Mellon Private Wealth ManagementJeremiah Doyle 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. Mr. Doyle 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.
He is also 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.
Mr. Doyle 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
is a lecturer in law in the Graduate Tax Program at Boston University School of
Law. He is a member of the American Bar Association, Massachusetts Bar
Association, Boston Estate Planning Council and the Essex County Bar
Association.
He served as president of the Boston Estate Planning Council and currently
serves 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. He was named as the "Estate
Planner of the Year" in 2009 by the Boston Estate Planning Council. He has
spoken at numerous professional education programs throughout the country on
various topics, been quoted in numerous business publications and has appeared
on CNBC, MSNBC and CNN.
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