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), AEPĀ® (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 are available live and on-demand (to watch at your leisure) and typically take place on the second Wednesday of each month at 3:00 pm ET. 

Registration Options & Fees

Registration is available for individual webinars or by purchasing a yearly series subscription, which offers acccess to all of the programs scheduled during the calendar year for one low price.  All webinars can be viewed on the live date and time or following the program by using an automatically-generated replay link.

Individual Series Type
$40 $280 ($360 value) Accredited Estate Planner® designee or Estate Planning Law Specialist certificant
$40 $280 ($360 value) Junior/Student (available to a Junior or Student member of an NAEPC-affiliated council or one who is in the process of attaining the AEP® designation by virtue of being enrolled in either the required or an elective course offered by The American College
$60 $420 ($540 value) Member of an affiliated local estate planning council or at-large member of NAEPC
$100 $700 ($900 value) Non-member
$250 $1,125 ($2,250 value) Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together)
Additional feeds available for $25 per feed per webinar by contacting us after the initial registration

How to Register

  • To register for an individual program, please click on the "register here" option associated with the program you wish to attend. 
  • Register for the series

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 made available for those professionals 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 availabililty of credit.. 

Questions  

Download the handy webinar FAQ page, email us, or phone the national office at 866-226-2224.