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TAX AND ESTATE PLANNING ASPECTS OF DIVORCE

  • 18 Jan 2022
  • 12:00 PM - 1:30 PM
  • Virtual via Zoom
  • 18

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Member Meeting
January 18 via Zoom

topic presented by

Jere Doyle, Senior Vice President
BNY Mellon Wealth Management

The Wake County Estate Planning Council invites you to attend the January 18 Member Meeting to be held virtually via Zoom from 12:00-1:30pm.  The member cost to attend is included in your annual membership.  Members are encouraged to invite guests to register as well.

DESCRIPTION (Love, Sex, Money, Marriage and Death):
Discussion and review of an estate plan upon divorce, sale of a personal residence, income and gift tax issues of property settlements, dividing a charitable remainder trust in divorce, liability for joint income tax returns, tax consequences of dividing stock options, deferred compensation and retirement benefits and naming beneficiaries after divorce.  Jere will also be discussing how assets held in an irrevocable trust for the benefit of one of the spouses is effected by the divorce.

GUEST SPEAKER:  Jeremiah (Jere) Doyle

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.

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 and a contributing author of Drafting Irrevocable Trusts in Massachusetts, all published by Massachusetts Continuing Legal Education. Jere is also a reviewing editor of the 1041 Deskbook published by Practitioner's Publishing Company. Jere is a lecturer in law in the Graduate Tax Program at Boston University School of Law.

Jere 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 bachelor's degree from Providence College. 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 was named as the 2009 Estate Planner of the Year by the Boston Estate Planning Council. Jere 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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