Membership Dinner Meeting - Joint Council Event- Post Mortem Tax Planning
REGISTRATION IS CLOSED FOR THIS EVENT AS OF DAY OF EVENT. PLEASE CALL WANDA DOUMAR IF INTERESTED IN ATTENDING TO SEE IF THERE HAS BEEN ANY CANCELLATIONS- 561-310-5442
Jeremiah W. Doyle IV, Esq.
Mr. 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. He is admitted to practice law in the Commonwealth of Massachusetts and before the United States District Court, United States Court of Appeals for the First Circuit and the United States Tax Court. Mr. Doyle 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, and 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. Mr. Doyle 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. He received an LL.M. in banking law from Boston University Law School, an LL.M. in taxation from Boston University Law School, his J.D. from Hamline University Law School and a B.S. in Accounting from Providence College. Mr. Doyle served as president of the Boston Estate Planning Council, a member of its Executive Committee and a 20-year member of the Executive Committee of the Essex County Bar Association. He is a member of the steering committee for the American Institute of Certified Public Accountants Advanced Estate Planning Program. Mr. Doyle was named as the “Estate Planner of the Year” in 2009 by the Boston Estate Planning Council. In 2011, he was elected to the National Association of Estate Planners & Councils (NAEPC) Estate Planning Hall of Fame as an Accredited Estate Planner® (Distinguished). Mr. Doyle has spoken at numerous professional education programs throughout the country, has been quoted in numerous business publications and has appeared on CNBC, MSNBC and CNN.
PBCEPC extends their appreciation to: