National Association of Estate Planners and Councils

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 was launched in September 2013 to provide estate planners with accessible, high quality,
multi-disciplinary education.  Programs are COMPLIMENTARY. 

Webinars are offered within the Tradewing online community, which is separate from the NAEPC website.  Participants must create an account prior to their first registration, and can then easily register for the webinar(s) they would like to attend.

Not able to attend on the live date and time? Register anyway and we'll send you a link so you can view the recording at your own convenience.

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 if you have any questions with regard to the availability of credit. 

Sponsorship

Webinar sponsorship is available, along with other opportunities to support the association.  Email sponsorship@naepc.org to be added to the distribution list for opportunities.